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

Evermay 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	$2.38M	Sell	25,919 -5,365	-17%	-$529K	0.26%	40
2025 Q4	$2.68M	Sell	31,284 -6,755	-18%	-$534K	0.3%	37
2025 Q3	$2.91M	Sell	38,039 -185	-0.5%	-$11.1K	0.33%	35
2025 Q2	$1.99M	Sell	38,224 -1,276	-3%	-$63.3K	0.24%	43
2025 Q1	$1.82M	Sell	39,500 -1,927	-5%	-$77.9K	0.24%	43
2024 Q4	$1.4M	Hold	41,427	–	–	0.21%	57
2024 Q3	$1.65M	Hold	41,427	–	–	0.27%	49
2024 Q2	$1.41M	Sell	41,427 -10	-0%	-$343	0.23%	57
2024 Q1	$1.31M	Buy	41,437 +41,432	+828,640%	+$1.18M	0.2%	64
2023 Q4	$142	Hold	5	–	–	﹤0.01%	669
2023 Q3	$124	Hold	5	–	–	﹤0.01%	551
2023 Q2	$138	Sell	5 -31	-86%	-$1.01K	﹤0.01%	543
2023 Q1	$1.15K	Buy	36 +31	+620%	+$938	﹤0.01%	501
2022 Q4	$131	Buy	+5	New	+$134	﹤0.01%	550

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

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

Evermay Wealth Management reduced its VanEck Gold Miners ETF (GDX) stake by 17% in Q1 2026, selling an estimated $529K and leaving 25,919 shares worth $2.38M. The position accounts for 0.26% of the portfolio, ranked #40.

Evermay Wealth Management first reported a position in GDX in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.91M in Q3 2025. 1,176 funds tracked by Wall St. Rank hold GDX as of Q1 2026.

Evermay Wealth Management held 25,919 shares of VanEck Gold Miners ETF worth $2.38M as of Q1 2026.
Evermay Wealth Management sold 5,365 VanEck Gold Miners ETF shares in Q1 2026, an estimated $529K.
VanEck Gold Miners ETF made up 0.26% of Evermay Wealth Management's portfolio in Q1 2026, its #40 holding.
Evermay Wealth Management first reported a position in VanEck Gold Miners ETF in Q4 2022 and has held it in 14 quarters since.
Evermay Wealth Management's VanEck Gold Miners ETF position peaked at $2.91M in Q3 2025.
1,176 funds tracked by Wall St. Rank held VanEck Gold Miners ETF as of Q1 2026.

Based on Evermay Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.