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Evergreen Capital Management’s VanEck Gold Miners ETF GDX Stock Holding History

Evergreen Capital 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
2025
Q2 		– Hold
0
– -$23K – 1178
2025
Q1 		– Hold
0
– – – 1089

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

Evergreen Capital Management's GDX Position: Q1 2026 in Review

Evergreen Capital Management reduced its VanEck Gold Miners ETF (GDX) stake by 3.5% in Q1 2026, selling an estimated $163K and leaving 46,158 shares worth $4.24M. The position accounts for 0.09% of the portfolio, ranked #214.

Evergreen Capital Management first reported a position in GDX in Q4 2013 and has held it in 48 quarters since. The position peaked at $15.5M in Q4 2023. 1,175 funds tracked by Wall St. Rank hold GDX as of Q1 2026.

  • Evergreen Capital Management held 46,158 shares of VanEck Gold Miners ETF worth $4.24M as of Q1 2026.
  • Evergreen Capital Management sold 1,655 VanEck Gold Miners ETF shares in Q1 2026, an estimated $163K.
  • VanEck Gold Miners ETF made up 0.09% of Evergreen Capital Management's portfolio in Q1 2026, its #214 holding.
  • Evergreen Capital Management first reported a position in VanEck Gold Miners ETF in Q4 2013 and has held it in 48 quarters since.
  • Evergreen Capital Management's VanEck Gold Miners ETF position peaked at $15.5M in Q4 2023.
  • 1,175 funds tracked by Wall St. Rank held VanEck Gold Miners ETF as of Q1 2026.

Based on Evergreen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.