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

Evelyn Partners Investment 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 		$1.83K Hold
20
– – ﹤0.01% 388
2025
Q4 		$1.72K Hold
20
– – ﹤0.01% 390
2025
Q3 		$1.53K Hold
20
– – ﹤0.01% 389
2025
Q2 		$1.04K Hold
20
– – ﹤0.01% 394
2025
Q1 		$919 Hold
20
– – ﹤0.01% 401
2024
Q4 		$678 Buy
+20
New +$767 ﹤0.01% 405

Other funds holding GDX

Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

Evelyn Partners Investment Management held its VanEck Gold Miners ETF (GDX) position steady in Q1 2026 at 20 shares worth $1.83K. The position accounts for ﹤0.01% of the portfolio, ranked #388.

Evelyn Partners Investment Management 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 held 20 shares of VanEck Gold Miners ETF worth $1.83K as of Q1 2026.
  • Evelyn Partners Investment Management left its VanEck Gold Miners ETF share count unchanged in Q1 2026.
  • VanEck Gold Miners ETF made up ﹤0.01% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #388 holding.
  • Evelyn Partners Investment Management 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's 13F filing for Q1 2026, filed 15 May 2026.