McCarter Private Wealth Services’s VanEck Gold Miners ETF GDX Stock Holding History

McCarter Private Wealth Services’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 Q2	$1.05M	Sell	13,884 -1,861	-12%	-$164K	0.36%	76
2026 Q1	$1.44M	Sell	15,745 -2,058	-12%	-$203K	0.63%	49
2025 Q4	$1.53M	Buy	17,803 +5,866	+49%	+$463K	0.69%	41
2025 Q3	$912K	Buy	11,937 +100	+0.8%	+$6.02K	0.47%	48
2025 Q2	$616K	Sell	11,837 -37	-0.3%	-$1.84K	0.35%	59
2025 Q1	$546K	Buy	11,874 +264	+2%	+$10.7K	0.36%	57
2024 Q4	$394K	Hold	11,610	–	–	0.25%	68
2024 Q3	$462K	Buy	+11,610	New	+$440K	0.29%	60

Other funds holding GDX

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

BSL

Blue Sparrow LLC Dover, Delaware $10.3B AUM

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

McCarter Private Wealth Services's GDX Position: Q2 2026 in Review

McCarter Private Wealth Services reduced its VanEck Gold Miners ETF (GDX) stake by 12% in Q2 2026, selling an estimated $164K and leaving 13,884 shares worth $1.05M. The position accounts for 0.36% of the portfolio, ranked #76.

McCarter Private Wealth Services first reported a position in GDX in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.53M in Q4 2025. 1,115 funds tracked by Wall St. Rank hold GDX as of Q2 2026.

McCarter Private Wealth Services held 13,884 shares of VanEck Gold Miners ETF worth $1.05M as of Q2 2026.
McCarter Private Wealth Services sold 1,861 VanEck Gold Miners ETF shares in Q2 2026, an estimated $164K.
VanEck Gold Miners ETF made up 0.36% of McCarter Private Wealth Services's portfolio in Q2 2026, its #76 holding.
McCarter Private Wealth Services first reported a position in VanEck Gold Miners ETF in Q3 2024 and has held it in 8 quarters since.
McCarter Private Wealth Services's VanEck Gold Miners ETF position peaked at $1.53M in Q4 2025.
1,115 funds tracked by Wall St. Rank held VanEck Gold Miners ETF as of Q2 2026.

Based on McCarter Private Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.