Cyndeo Wealth Partners
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Cyndeo Wealth Partners’s VanEck Gold Miners ETF GDX Stock Holding History

Cyndeo Wealth Partners’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
Q3 		$3.63M Sell
41,360
-10
-0% -$874 0.16% 133
2026
Q2 		$3.12M Buy
41,370
+595
+1% +$52.6K 0.15% 153
2026
Q1 		$3.74M Sell
40,775
-2,304
-5% -$227K 0.2% 124
2025
Q4 		$3.69M Sell
43,079
-3,354
-7% -$265K 0.2% 116
2025
Q3 		$3.55M Sell
46,433
-282
-0.6% -$17K 0.2% 120
2025
Q2 		$2.43M Sell
46,715
-1,000
-2% -$49.6K 0.14% 150
2025
Q1 		$2.19M Sell
47,715
-136
-0.3% -$5.5K 0.14% 154
2024
Q4 		$1.62M Buy
47,851
+1
+0% +$38 0.11% 179
2024
Q3 		$1.91M Sell
47,850
-673
-1% -$25.5K 0.13% 170
2024
Q2 		$1.65M Hold
48,523
– – 0.13% 174
2024
Q1 		$1.53M Sell
48,523
-15,040
-24% -$427K 0.13% 169
2023
Q4 		$1.97M Sell
63,563
-1,480
-2% -$43.3K 0.18% 143
2023
Q3 		$1.75M Sell
65,043
-59
-0.1% -$1.74K 0.18% 134
2023
Q2 		$1.96M Sell
65,102
-347
-0.5% -$11.3K 0.2% 121
2023
Q1 		$2.12M Sell
65,449
-653
-1% -$19.8K 0.23% 120
2022
Q4 		$1.89M Buy
+66,102
New +$1.77M 0.22% 127

Other funds holding GDX

Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Migdal Insurance & Financial Holdings
Migdal Insurance & Financial Holdings Petach Tikva, Israel $16.3B AUM 54.64% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Vanderbilt University
Vanderbilt University Nashville, Tennessee $822M AUM 12.92% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Jefferies Financial Group
Jefferies Financial Group New York $13.5B AUM 36.68% 1-Year Est. Return

Cyndeo Wealth Partners's GDX Position: Q3 2026 in Review

Cyndeo Wealth Partners reduced its VanEck Gold Miners ETF (GDX) stake by 0.02% in Q3 2026, selling an estimated $874 and leaving 41,360 shares worth $3.63M. The position accounts for 0.16% of the portfolio, ranked #133.

Cyndeo Wealth Partners first reported a position in GDX in Q4 2022 and has held it in 16 quarters since. The position peaked at $3.74M in Q1 2026. 792 funds tracked by Wall St. Rank hold GDX as of Q3 2026.

  • Cyndeo Wealth Partners held 41,360 shares of VanEck Gold Miners ETF worth $3.63M as of Q3 2026.
  • Cyndeo Wealth Partners sold 10 VanEck Gold Miners ETF shares in Q3 2026, an estimated $874.
  • VanEck Gold Miners ETF made up 0.16% of Cyndeo Wealth Partners's portfolio in Q3 2026, its #133 holding.
  • Cyndeo Wealth Partners first reported a position in VanEck Gold Miners ETF in Q4 2022 and has held it in 16 quarters since.
  • Cyndeo Wealth Partners's VanEck Gold Miners ETF position peaked at $3.74M in Q1 2026.
  • 792 funds tracked by Wall St. Rank held VanEck Gold Miners ETF as of Q3 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.