Lumbard & Kellner’s VanEck Gold Miners ETF GDX Stock Holding History

Lumbard & Kellner’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	$980K	Hold	10,684	–	–	0.34%	54
2025 Q4	$916K	Hold	10,684	–	–	0.32%	56
2025 Q3	$816K	Buy	+10,684	New	+$643K	0.3%	58
2022 Q2	–	Sell	-22,249	Closed	-$853K	–	84
2022 Q1	$853K	Buy	22,249 +103	+0.5%	+$3.5K	0.33%	54
2021 Q4	$709K	Sell	22,146 -396	-2%	-$12.6K	0.27%	58
2021 Q3	$664K	Buy	22,542 +1,074	+5%	+$35K	0.26%	62
2021 Q2	$729K	Buy	21,468 +58	+0.3%	+$2.12K	0.28%	59
2021 Q1	$696K	Buy	21,410 +1,725	+9%	+$58.8K	0.24%	65
2020 Q4	$709K	Buy	+19,685	New	+$735K	0.28%	63

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

Lumbard & Kellner's GDX Position: Q1 2026 in Review

Lumbard & Kellner held its VanEck Gold Miners ETF (GDX) position steady in Q1 2026 at 10,684 shares worth $980K. The position accounts for 0.34% of the portfolio, ranked #54.

Lumbard & Kellner first reported a position in GDX in Q4 2020 and has held it in 9 quarters since. 1,175 funds tracked by Wall St. Rank hold GDX as of Q1 2026.

Lumbard & Kellner held 10,684 shares of VanEck Gold Miners ETF worth $980K as of Q1 2026.
Lumbard & Kellner left its VanEck Gold Miners ETF share count unchanged in Q1 2026.
VanEck Gold Miners ETF made up 0.34% of Lumbard & Kellner's portfolio in Q1 2026, its #54 holding.
Lumbard & Kellner first reported a position in VanEck Gold Miners ETF in Q4 2020 and has held it in 9 quarters since.
1,175 funds tracked by Wall St. Rank held VanEck Gold Miners ETF as of Q1 2026.

Based on Lumbard & Kellner's 13F filing for Q1 2026, filed 15 May 2026.