Forte Asset Management
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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
Q3 		– Sell
-24,195
Closed -$1.83M – 77
2026
Q2 		$1.83M Sell
24,195
-3,995
-14% -$353K 0.75% 43
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
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $38.4B AUM 89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Migdal Insurance & Financial Holdings
Migdal Insurance & Financial Holdings Petach Tikva, Israel $16.3B AUM 54.64% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Forte Asset Management's GDX Position: Q3 2026 in Review

Forte Asset Management sold out of VanEck Gold Miners ETF (GDX) in Q3 2026, closing a stake of 24,195 shares — an estimated $1.83M sold.

Forte Asset Management first reported a position in GDX in Q4 2022 and held it in 12 quarters. The position peaked at $4.72M in Q4 2023. 939 funds tracked by Wall St. Rank hold GDX as of Q3 2026.

  • Forte Asset Management reported no remaining VanEck Gold Miners ETF position as of Q3 2026 after selling out during the quarter.
  • Forte Asset Management sold 24,195 VanEck Gold Miners ETF shares in Q3 2026, an estimated $1.83M.
  • Forte Asset Management first reported a position in VanEck Gold Miners ETF in Q4 2022 and held it in 12 quarters.
  • Forte Asset Management's VanEck Gold Miners ETF position peaked at $4.72M in Q4 2023.
  • 939 funds tracked by Wall St. Rank held VanEck Gold Miners ETF as of Q3 2026.

Based on Forte Asset Management's 13F filing for Q3 2026, filed 13 Oct 2026.