Evercore Wealth Management’s VanEck Gold Miners ETF GDX Stock Holding History

Evercore Wealth 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	$480K	Hold	5,232	–	–	0.01%	287
2025 Q4	$449K	Buy	5,232 +223	+4%	+$17.6K	0.01%	302
2025 Q3	$383K	Buy	5,009 +446	+10%	+$26.9K	0.01%	323
2025 Q2	$238K	Hold	4,563	–	–	﹤0.01%	370
2025 Q1	$210K	Sell	4,563 -6,425	-58%	-$260K	﹤0.01%	390
2024 Q4	$373K	Hold	10,988	–	–	0.01%	315
2024 Q3	$438K	Buy	+10,988	New	+$416K	0.01%	289
2017 Q1	–	Sell	-1,620	Closed	-$34K	–	1002
2016 Q4	$34K	Hold	1,620	–	–	﹤0.01%	667
2016 Q3	$43K	Hold	1,620	–	–	﹤0.01%	629
2016 Q2	$45K	Sell	1,620 -37	-2%	-$888	﹤0.01%	601
2016 Q1	$33K	Hold	1,657	–	–	﹤0.01%	638
2015 Q4	$23K	Hold	1,657	–	–	﹤0.01%	740
2015 Q3	$23K	Hold	1,657	–	–	﹤0.01%	717
2015 Q2	$30K	Hold	1,657	–	–	﹤0.01%	718
2015 Q1	$31K	Buy	+1,657	New	+$33.8K	﹤0.01%	707
2013 Q4	–	Sell	-1,370	Closed	-$35K	–	899
2013 Q3	$35K	Hold	1,370	–	–	﹤0.01%	611
2013 Q2	$33K	Buy	+1,370	New	+$40K	﹤0.01%	614

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

Evercore Wealth Management's GDX Position: Q1 2026 in Review

Evercore Wealth Management held its VanEck Gold Miners ETF (GDX) position steady in Q1 2026 at 5,232 shares worth $480K. The position accounts for 0.01% of the portfolio, ranked #287.

Evercore Wealth Management first reported a position in GDX in Q2 2013 and has held it in 17 quarters since. 1,176 funds tracked by Wall St. Rank hold GDX as of Q1 2026.

Evercore Wealth Management held 5,232 shares of VanEck Gold Miners ETF worth $480K as of Q1 2026.
Evercore Wealth Management left its VanEck Gold Miners ETF share count unchanged in Q1 2026.
VanEck Gold Miners ETF made up 0.01% of Evercore Wealth Management's portfolio in Q1 2026, its #287 holding.
Evercore Wealth Management first reported a position in VanEck Gold Miners ETF in Q2 2013 and has held it in 17 quarters since.
1,176 funds tracked by Wall St. Rank held VanEck Gold Miners ETF as of Q1 2026.

Based on Evercore Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.