GLOBALT Investments’s VanEck Gold Miners ETF GDX Stock Holding History

GLOBALT Investments’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	$45.1M	Sell	491,235 -215,800	-31%	-$21.3M	1.61%	14
2025 Q4	$60.6M	Sell	707,035 -373,757	-35%	-$29.5M	2.21%	9
2025 Q3	$82.6M	Sell	1,080,792 -19,393	-2%	-$1.17M	3.02%	7
2025 Q2	$57.3M	Sell	1,100,185 -407,098	-27%	-$20.2M	2.2%	8
2025 Q1	$69.3M	Sell	1,507,283 -287,870	-16%	-$11.6M	2.83%	7
2024 Q4	$60.9M	Buy	1,795,153 +25,061	+1%	+$961K	2.33%	10
2024 Q3	$70.5M	Sell	1,770,092 -77,633	-4%	-$2.94M	2.64%	7
2024 Q2	$62.7M	Buy	1,847,725 +1,537	+0.1%	+$52.7K	2.5%	8
2024 Q1	$58.4M	Sell	1,846,188 -46,296	-2%	-$1.32M	2.32%	12
2023 Q4	$58.7M	Buy	+1,892,484	New	+$55.4M	2.44%	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

GLOBALT Investments's GDX Position: Q1 2026 in Review

GLOBALT Investments reduced its VanEck Gold Miners ETF (GDX) stake by 31% in Q1 2026, selling an estimated $21.3M and leaving 491,235 shares worth $45.1M. The position accounts for 1.61% of the portfolio, ranked #14.

GLOBALT Investments first reported a position in GDX in Q4 2023 and has held it in 10 quarters since. The position peaked at $82.6M in Q3 2025. 1,175 funds tracked by Wall St. Rank hold GDX as of Q1 2026.

GLOBALT Investments held 491,235 shares of VanEck Gold Miners ETF worth $45.1M as of Q1 2026.
GLOBALT Investments sold 215,800 VanEck Gold Miners ETF shares in Q1 2026, an estimated $21.3M.
VanEck Gold Miners ETF made up 1.61% of GLOBALT Investments's portfolio in Q1 2026, its #14 holding.
GLOBALT Investments first reported a position in VanEck Gold Miners ETF in Q4 2023 and has held it in 10 quarters since.
GLOBALT Investments's VanEck Gold Miners ETF position peaked at $82.6M in Q3 2025.
1,175 funds tracked by Wall St. Rank held VanEck Gold Miners ETF as of Q1 2026.

Based on GLOBALT Investments's 13F filing for Q1 2026, filed 15 May 2026.