Creative Planning’s VanEck Gold Miners ETF GDX Stock Holding History

Creative Planning’s Portfolio GDX Stock Details GDX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-2,600	Closed	-$6K	–	2265
2021 Q1	$6K	Buy	+2,600	New	+$88.6K	﹤0.01%	2506
2020 Q4	–	Sell	-1,000	Closed	-$2K	–	2391
2020 Q3	$2K	Buy	+1,000	New	+$40.8K	﹤0.01%	2093
2019 Q3	–	Sell	-1,000	Closed	-$2K	–	2032
2019 Q2	$2K	Buy	+1,000	New	+$22K	﹤0.01%	1975
2018 Q3	–	Sell	-5,200	Closed	-$1K	–	2107
2018 Q2	$1K	Buy	+5,200	New	+$116K	﹤0.01%	2019
2017 Q2	–	Sell	-10,000	Closed	-$5K	–	4681
2017 Q1	$5K	Buy	10,000 +5,000	+100%	+$116K	﹤0.01%	3951
2016 Q4	$15K	Hold	5,000	–	–	﹤0.01%	3267
2016 Q3	$6K	Buy	5,000 +4,000	+400%	+$115K	﹤0.01%	3800
2016 Q2	$6K	Sell	1,000 -3,500	-78%	-$84K	﹤0.01%	3540
2016 Q1	$11K	Sell	4,500 -4,000	-47%	-$68.8K	﹤0.01%	3157
2015 Q4	$2K	Sell	8,500 -1,300	-13%	-$18.9K	﹤0.01%	4018
2015 Q3	$4K	Sell	9,800 -200	-2%	-$2.89K	﹤0.01%	3705
2015 Q2	$9K	Sell	10,000 -100	-1%	-$1.94K	﹤0.01%	1091
2015 Q1	$15K	Buy	10,100 +500	+5%	+$10.2K	﹤0.01%	2921
2014 Q4	$22K	Buy	+9,600	New	+$186K	﹤0.01%	2579

Other funds holding GDX

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Creative Planning's GDX Position: Q1 2026 in Review

Creative Planning increased its VanEck Gold Miners ETF (GDX) stake by 4.4% in Q1 2026, buying an estimated $408K and bringing the position to 97,508 shares worth $8.95M. The position accounts for 0.01% of the portfolio, ranked #766.

Creative Planning first reported a position in GDX in Q2 2013 and has held it in 52 quarters since. 1,175 funds tracked by Wall St. Rank hold GDX as of Q1 2026.

Creative Planning held 97,508 shares of VanEck Gold Miners ETF worth $8.95M as of Q1 2026.
Creative Planning bought 4,142 VanEck Gold Miners ETF shares in Q1 2026, an estimated $408K.
VanEck Gold Miners ETF made up 0.01% of Creative Planning's portfolio in Q1 2026, its #766 holding.
Creative Planning first reported a position in VanEck Gold Miners ETF in Q2 2013 and has held it in 52 quarters since.
1,175 funds tracked by Wall St. Rank held VanEck Gold Miners ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.