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Estate Planners Group’s VanEck Gold Miners ETF GDX Stock Holding History

Estate Planners 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
Q1 		– Sell
-1,865
Closed -$160K – 189
2025
Q4 		$160K Buy
+1,865
New +$147K 0.07% 81

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Estate Planners Group's GDX Position: Q1 2026 in Review

Estate Planners Group sold out of VanEck Gold Miners ETF (GDX) in Q1 2026, closing a stake of 1,865 shares — an estimated $160K sold.

Estate Planners Group first reported a position in GDX in Q4 2025 and held it in 1 quarter. The position peaked at $160K in Q4 2025. 1,182 funds tracked by Wall St. Rank hold GDX as of Q1 2026.

  • Estate Planners Group reported no remaining VanEck Gold Miners ETF position as of Q1 2026 after selling out during the quarter.
  • Estate Planners Group sold 1,865 VanEck Gold Miners ETF shares in Q1 2026, an estimated $160K.
  • Estate Planners Group first reported a position in VanEck Gold Miners ETF in Q4 2025 and held it in 1 quarter.
  • Estate Planners Group's VanEck Gold Miners ETF position peaked at $160K in Q4 2025.
  • 1,182 funds tracked by Wall St. Rank held VanEck Gold Miners ETF as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.