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

Jeppson 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 		$555K Sell
6,050
-50
-0.8% -$4.93K 0.17% 115
2025
Q4 		$523K Sell
6,100
-100
-2% -$7.9K 0.17% 118
2025
Q3 		$474K Sell
6,200
-250
-4% -$15.1K 0.15% 128
2025
Q2 		$336K Sell
6,450
-50
-0.8% -$2.48K 0.12% 155
2025
Q1 		$299K Sell
6,500
-175
-3% -$7.08K 0.11% 156
2024
Q4 		$226K Sell
6,675
-300
-4% -$11.5K 0.08% 180
2024
Q3 		$278K Hold
6,975
– – 0.1% 163
2024
Q2 		$237K Hold
6,975
– – 0.09% 174
2024
Q1 		$221K Sell
6,975
-350
-5% -$9.95K 0.09% 185
2023
Q4 		$227K Buy
+7,325
New +$214K 0.09% 179
2023
Q3 		– Sell
-7,325
Closed -$221K – 190
2023
Q2 		$221K Hold
7,325
– – 0.1% 174
2023
Q1 		$237K Hold
7,325
– – 0.1% 174
2022
Q4 		$210K Buy
+7,325
New +$196K 0.09% 187
2022
Q3 		– Sell
-7,475
Closed -$205K – 199
2022
Q2 		$205K Hold
7,475
– – 0.09% 180
2022
Q1 		$286K Hold
7,475
– – 0.13% 133
2021
Q4 		$239K Sell
7,475
-250
-3% -$7.98K 0.12% 139
2021
Q3 		$227K Buy
7,725
+150
+2% +$4.89K 0.12% 137
2021
Q2 		$257K Hold
7,575
– – 0.14% 125
2021
Q1 		$246K Buy
7,575
+100
+1% +$3.41K 0.15% 124
2020
Q4 		$269K Buy
7,475
+300
+4% +$11.2K 0.18% 108
2020
Q3 		$281K Buy
+7,175
New +$292K 0.22% 93

Other funds holding GDX

Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

Jeppson Wealth Management reduced its VanEck Gold Miners ETF (GDX) stake by 0.82% in Q1 2026, selling an estimated $4.93K and leaving 6,050 shares worth $555K. The position accounts for 0.17% of the portfolio, ranked #115.

Jeppson Wealth Management first reported a position in GDX in Q3 2020 and has held it in 21 quarters since. 1,175 funds tracked by Wall St. Rank hold GDX as of Q1 2026.

  • Jeppson Wealth Management held 6,050 shares of VanEck Gold Miners ETF worth $555K as of Q1 2026.
  • Jeppson Wealth Management sold 50 VanEck Gold Miners ETF shares in Q1 2026, an estimated $4.93K.
  • VanEck Gold Miners ETF made up 0.17% of Jeppson Wealth Management's portfolio in Q1 2026, its #115 holding.
  • Jeppson Wealth Management first reported a position in VanEck Gold Miners ETF in Q3 2020 and has held it in 21 quarters since.
  • 1,175 funds tracked by Wall St. Rank held VanEck Gold Miners ETF as of Q1 2026.

Based on Jeppson Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.