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 Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

BSL

Blue Sparrow LLC Dover, Delaware $10.3B AUM

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Evergreen Capital Management's GDX Position: Q2 2026 in Review

Evergreen Capital Management reduced its VanEck Gold Miners ETF (GDX) stake by 16% in Q2 2026, selling an estimated $645K and leaving 38,858 shares worth $2.93M. The position accounts for 0.05% of the portfolio, ranked #276.

Evergreen Capital Management first reported a position in GDX in Q4 2013 and has held it in 49 quarters since. The position peaked at $15.5M in Q4 2023. 1,118 funds tracked by Wall St. Rank hold GDX as of Q2 2026.

Evergreen Capital Management held 38,858 shares of VanEck Gold Miners ETF worth $2.93M as of Q2 2026.
Evergreen Capital Management sold 7,300 VanEck Gold Miners ETF shares in Q2 2026, an estimated $645K.
VanEck Gold Miners ETF made up 0.05% of Evergreen Capital Management's portfolio in Q2 2026, its #276 holding.
Evergreen Capital Management first reported a position in VanEck Gold Miners ETF in Q4 2013 and has held it in 49 quarters since.
Evergreen Capital Management's VanEck Gold Miners ETF position peaked at $15.5M in Q4 2023.
1,118 funds tracked by Wall St. Rank held VanEck Gold Miners ETF as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.