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Crestwood Advisors Group’s VanEck Gold Miners ETF GDX Stock Holding History

Crestwood Advisors Group’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
2026
Q2 		– Sell
-3,058
Closed -$281K – 897
2026
Q1 		$281K Buy
+3,058
New +$301K ﹤0.01% 609
2017
Q2 		– Sell
-300
Closed -$7K – 257
2017
Q1 		$7K Buy
+300
New +$6.98K ﹤0.01% 452

Other funds holding GDX

Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
BSL
Blue Sparrow LLC Dover, Delaware $10.3B AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Crestwood Advisors Group's GDX Position: Q2 2026 in Review

Crestwood Advisors Group sold out of VanEck Gold Miners ETF (GDX) in Q2 2026, closing a stake of 3,058 shares — an estimated $281K sold.

Crestwood Advisors Group first reported a position in GDX in Q1 2017 and held it in 2 quarters. The position peaked at $281K in Q1 2026. 1,123 funds tracked by Wall St. Rank hold GDX as of Q2 2026.

  • Crestwood Advisors Group reported no remaining VanEck Gold Miners ETF position as of Q2 2026 after selling out during the quarter.
  • Crestwood Advisors Group sold 3,058 VanEck Gold Miners ETF shares in Q2 2026, an estimated $281K.
  • Crestwood Advisors Group first reported a position in VanEck Gold Miners ETF in Q1 2017 and held it in 2 quarters.
  • Crestwood Advisors Group's VanEck Gold Miners ETF position peaked at $281K in Q1 2026.
  • 1,123 funds tracked by Wall St. Rank held VanEck Gold Miners ETF as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.