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

Evelyn Partners Investment Management Services’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	$4.36M	Sell	47,550 -1,284	-3%	-$127K	0.51%	48
2025 Q4	$4.19M	Buy	48,834 +4,242	+10%	+$335K	0.52%	49
2025 Q3	$3.41M	Buy	44,592 +166	+0.4%	+$10K	0.46%	49
2025 Q2	$2.31M	Sell	44,426 -1,106	-2%	-$54.9K	0.35%	51
2025 Q1	$2.09M	Buy	45,532 +177	+0.4%	+$7.16K	0.34%	55
2024 Q4	$1.54M	Buy	+45,355	New	+$1.74M	0.27%	60

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 Investment Management Services's GDX Position: Q1 2026 in Review

Evelyn Partners Investment Management Services reduced its VanEck Gold Miners ETF (GDX) stake by 2.6% in Q1 2026, selling an estimated $127K and leaving 47,550 shares worth $4.36M. The position accounts for 0.51% of the portfolio, ranked #48.

Evelyn Partners Investment Management Services first reported a position in GDX in Q4 2024 and has held it in 6 quarters since. 1,178 funds tracked by Wall St. Rank hold GDX as of Q1 2026.

Evelyn Partners Investment Management Services held 47,550 shares of VanEck Gold Miners ETF worth $4.36M as of Q1 2026.
Evelyn Partners Investment Management Services sold 1,284 VanEck Gold Miners ETF shares in Q1 2026, an estimated $127K.
VanEck Gold Miners ETF made up 0.51% of Evelyn Partners Investment Management Services's portfolio in Q1 2026, its #48 holding.
Evelyn Partners Investment Management Services first reported a position in VanEck Gold Miners ETF in Q4 2024 and has held it in 6 quarters since.
1,178 funds tracked by Wall St. Rank held VanEck Gold Miners ETF as of Q1 2026.

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