Great Diamond Partners’s VanEck Gold Miners ETF GDX Stock Holding History

Great Diamond Partners’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	–	Sell	-30,768	Closed	-$2.64M	–	239
2025 Q4	$2.64M	Sell	30,768 -6,546	-18%	-$517K	0.51%	57
2025 Q3	$2.85M	Sell	37,314 -5,915	-14%	-$356K	0.55%	43
2025 Q2	$2.25M	Buy	+43,229	New	+$2.15M	0.48%	61
2024 Q1	–	Sell	-9,974	Closed	-$309K	–	230
2023 Q4	$309K	Sell	9,974 -38,719	-80%	-$1.13M	0.08%	175
2023 Q3	$1.31M	Sell	48,693 -3,271	-6%	-$96.4K	0.35%	76
2023 Q2	$1.56M	Buy	+51,964	New	+$1.69M	0.41%	63
2022 Q3	–	Sell	-38,715	Closed	-$1.06M	–	203
2022 Q2	$1.06M	Buy	+38,715	New	+$1.31M	0.35%	68
2020 Q4	–	Sell	-11,594	Closed	-$454K	–	184
2020 Q3	$454K	Buy	11,594 +2,096	+22%	+$85.4K	0.17%	98
2020 Q2	$348K	Buy	+9,498	New	+$312K	0.14%	103
2020 Q1	–	Sell	-11,824	Closed	-$346K	–	310
2019 Q4	$346K	Buy	+11,824	New	+$323K	0.13%	98

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

Great Diamond Partners's GDX Position: Q1 2026 in Review

Great Diamond Partners sold out of VanEck Gold Miners ETF (GDX) in Q1 2026, closing a stake of 30,768 shares — an estimated $2.64M sold.

Great Diamond Partners first reported a position in GDX in Q4 2019 and held it in 10 quarters. The position peaked at $2.85M in Q3 2025. 1,178 funds tracked by Wall St. Rank hold GDX as of Q1 2026.

Great Diamond Partners reported no remaining VanEck Gold Miners ETF position as of Q1 2026 after selling out during the quarter.
Great Diamond Partners sold 30,768 VanEck Gold Miners ETF shares in Q1 2026, an estimated $2.64M.
Great Diamond Partners first reported a position in VanEck Gold Miners ETF in Q4 2019 and held it in 10 quarters.
Great Diamond Partners's VanEck Gold Miners ETF position peaked at $2.85M in Q3 2025.
1,178 funds tracked by Wall St. Rank held VanEck Gold Miners ETF as of Q1 2026.

Based on Great Diamond Partners's 13F filing for Q1 2026, filed 12 May 2026.