Forte Asset Management’s VanEck Gold Miners ETF GDX Stock Holding History

Forte Asset 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	$2.59M	Buy	+28,190	New	+$2.78M	1.14%	33
2025 Q2	–	Sell	-45,496	Closed	-$2.09M	–	68
2025 Q1	$2.09M	Sell	45,496 -3,528	-7%	-$143K	1.05%	33
2024 Q4	$1.66M	Sell	49,024 -52	-0.1%	-$2K	0.88%	36
2024 Q3	$1.95M	Sell	49,076 -14,038	-22%	-$532K	1.04%	33
2024 Q2	$2.14M	Sell	63,114 -10,189	-14%	-$349K	1.26%	26
2024 Q1	$2.32M	Sell	73,303 -78,882	-52%	-$2.24M	1.4%	26
2023 Q4	$4.72M	Buy	152,185 +1,719	+1%	+$50.3K	3.23%	12
2023 Q3	$4.05M	Buy	150,466 +17,047	+13%	+$503K	2.72%	14
2023 Q2	$4.02M	Buy	133,419 +5,633	+4%	+$184K	2.6%	15
2023 Q1	$4.13M	Sell	127,786 -19,325	-13%	-$584K	2.73%	14
2022 Q4	$4.22M	Buy	+147,111	New	+$3.93M	2.75%	11

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

Forte Asset Management's GDX Position: Q1 2026 in Review

Forte Asset Management opened a new position in VanEck Gold Miners ETF (GDX) in Q1 2026: 28,190 shares worth $2.59M. The stake represents 1.14% of the portfolio and ranks #33 among its holdings. This is a return to the name: Forte Asset Management previously reported a position in GDX as recently as Q1 2025.

Forte Asset Management first reported a position in GDX in Q4 2022 and has held it in 11 quarters since. The position peaked at $4.72M in Q4 2023. 1,175 funds tracked by Wall St. Rank hold GDX as of Q1 2026.

Forte Asset Management held 28,190 shares of VanEck Gold Miners ETF worth $2.59M as of Q1 2026.
VanEck Gold Miners ETF was a new Forte Asset Management position in Q1 2026.
VanEck Gold Miners ETF made up 1.14% of Forte Asset Management's portfolio in Q1 2026, its #33 holding.
Forte Asset Management first reported a position in VanEck Gold Miners ETF in Q4 2022 and has held it in 11 quarters since.
Forte Asset Management's VanEck Gold Miners ETF position peaked at $4.72M in Q4 2023.
1,175 funds tracked by Wall St. Rank held VanEck Gold Miners ETF as of Q1 2026.

Based on Forte Asset Management's 13F filing for Q1 2026, filed 27 Apr 2026.