Evelyn Partners Asset Management’s VanEck Gold Miners ETF GDX Stock Holding History

Evelyn Partners Asset Management’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	$17M	Buy	185,577 +551	+0.3%	+$54.3K	4.2%	3
2025 Q4	$15.9M	Sell	185,026 -97	-0.1%	-$7.66K	3.72%	4
2025 Q3	$14.1M	Buy	185,123 +4,360	+2%	+$263K	3.19%	6
2025 Q2	$9.41M	Buy	180,763 +3,885	+2%	+$193K	2.39%	13
2025 Q1	$8.13M	Buy	176,878 +3,625	+2%	+$147K	2.27%	14
2024 Q4	$5.88M	Buy	+173,253	New	+$6.65M	1.58%	24

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

Evelyn Partners Asset Management's GDX Position: Q1 2026 in Review

Evelyn Partners Asset Management increased its VanEck Gold Miners ETF (GDX) stake by 0.3% in Q1 2026, buying an estimated $54.3K and bringing the position to 185,577 shares worth $17M. The position accounts for 4.2% of the portfolio, ranked #3.

Evelyn Partners Asset Management first reported a position in GDX in Q4 2024 and has held it in 6 quarters since. 1,175 funds tracked by Wall St. Rank hold GDX as of Q1 2026.

Evelyn Partners Asset Management held 185,577 shares of VanEck Gold Miners ETF worth $17M as of Q1 2026.
Evelyn Partners Asset Management bought 551 VanEck Gold Miners ETF shares in Q1 2026, an estimated $54.3K.
VanEck Gold Miners ETF made up 4.2% of Evelyn Partners Asset Management's portfolio in Q1 2026, its #3 holding.
Evelyn Partners Asset Management first reported a position in VanEck Gold Miners ETF in Q4 2024 and has held it in 6 quarters since.
1,175 funds tracked by Wall St. Rank held VanEck Gold Miners ETF as of Q1 2026.

Based on Evelyn Partners Asset Management's 13F filing for Q1 2026, filed 15 May 2026.