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Mark Sheptoff Financial Planning’s VanEck Gold Miners ETF GDX Stock Holding History

Mark Sheptoff Financial Planning’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 		$142K Hold
1,658
– – 0.08% 116
2025
Q4 		$142K Buy
1,658
+3
+0.2% +$237 0.07% 117
2025
Q3 		$126K Hold
1,655
– – 0.06% 124
2025
Q2 		$86.2K Sell
1,655
-970
-37% -$48.1K 0.05% 141
2025
Q1 		$121K Buy
2,625
+2,325
+775% +$94K 0.07% 108
2024
Q4 		$10.2K Hold
300
– – 0.01% 313
2024
Q3 		$11.9K Hold
300
– – 0.01% 293
2024
Q2 		$10.2K Buy
+300
New +$10.3K 0.01% 314

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

Mark Sheptoff Financial Planning's GDX Position: Q1 2026 in Review

Mark Sheptoff Financial Planning held its VanEck Gold Miners ETF (GDX) position steady in Q1 2026 at 1,658 shares worth $142K. The position accounts for 0.08% of the portfolio, ranked #116.

Mark Sheptoff Financial Planning first reported a position in GDX in Q2 2024 and has held it in 8 quarters since. 1,176 funds tracked by Wall St. Rank hold GDX as of Q1 2026.

  • Mark Sheptoff Financial Planning held 1,658 shares of VanEck Gold Miners ETF worth $142K as of Q1 2026.
  • Mark Sheptoff Financial Planning left its VanEck Gold Miners ETF share count unchanged in Q1 2026.
  • VanEck Gold Miners ETF made up 0.08% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #116 holding.
  • Mark Sheptoff Financial Planning first reported a position in VanEck Gold Miners ETF in Q2 2024 and has held it in 8 quarters since.
  • 1,176 funds tracked by Wall St. Rank held VanEck Gold Miners ETF as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.