Menlo Advisors’s VanEck Gold Miners ETF GDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.3M | Sell |
236,215
-2,900
| -1% | -$144K | 6.63% | 5 |
|
|
2025
Q1 | $11M | Hold |
239,115
| – | – | 5.23% | 6 |
|
|
2024
Q4 | $8.11M | Sell |
239,115
-100
| -0% | -$3.84K | 4.14% | 10 |
|
|
2024
Q3 | $9.53M | Buy |
239,215
+3,600
| +2% | +$136K | 4.9% | 8 |
|
|
2024
Q2 | $7.99M | Hold |
235,615
| – | – | 4.44% | 8 |
|
|
2024
Q1 | $7.45M | Sell |
235,615
-800
| -0.3% | -$22.7K | 4.27% | 10 |
|
|
2023
Q4 | $7.33M | Buy |
236,415
+13,735
| +6% | +$402K | 4.51% | 9 |
|
|
2023
Q3 | $5.99M | Sell |
222,680
-425
| -0.2% | -$12.5K | 3.94% | 9 |
|
|
2023
Q2 | $6.72M | Sell |
223,105
-1,773
| -0.8% | -$57.8K | 4.23% | 8 |
|
|
2023
Q1 | $7.27M | Hold |
224,878
| – | – | 4.99% | 7 |
|
|
2022
Q4 | $6.45M | Buy |
224,878
+2,763
| +1% | +$73.9K | 4.84% | 7 |
|
|
2022
Q3 | $5.36M | Sell |
222,115
-3,150
| -1% | -$79.6K | 3.76% | 12 |
|
|
2022
Q2 | $6.17M | Hold |
225,265
| – | – | 4.09% | 9 |
|
|
2022
Q1 | $8.64M | Buy |
225,265
+5,685
| +3% | +$193K | 4.57% | 8 |
|
|
2021
Q4 | $7.03M | Buy |
219,580
+49,795
| +29% | +$1.59M | 3.5% | 10 |
|
|
2021
Q3 | $5M | Buy |
169,785
+560
| +0.3% | +$18.2K | 2.65% | 13 |
|
|
2021
Q2 | $5.75M | Sell |
169,225
-3,949
| -2% | -$144K | 3.1% | 10 |
|
|
2021
Q1 | $5.63M | Buy |
173,174
+1,059
| +0.6% | +$36.1K | 3.35% | 12 |
|
|
2020
Q4 | $6.2M | Buy |
172,115
+795
| +0.5% | +$29.7K | 4.11% | 8 |
|
|
2020
Q3 | $6.71M | Sell |
171,320
-80
| -0% | -$3.26K | 5.26% | 5 |
|
|
2020
Q2 | $6.29M | Buy |
171,400
+1,050
| +0.6% | +$34.5K | 4.91% | 4 |
|
|
2020
Q1 | $3.92M | Buy |
170,350
+59,035
| +53% | +$1.62M | 3.7% | 12 |
|
|
2019
Q4 | $3.26M | Sell |
111,315
-300
| -0.3% | -$8.2K | 2.13% | 25 |
|
|
2019
Q3 | $2.98M | Buy |
111,615
+530
| +0.5% | +$14.8K | 2.09% | 25 |
|
|
2019
Q2 | $2.84M | Buy |
111,085
+135
| +0.1% | +$2.97K | 1.96% | 25 |
|
|
2019
Q1 | $2.49M | Sell |
110,950
-70
| -0.1% | -$1.54K | 1.77% | 26 |
|
|
2018
Q4 | $2.34M | Sell |
111,020
-2,150
| -2% | -$42.2K | 1.82% | 24 |
|
|
2018
Q3 | $2.1M | Hold |
113,170
| – | – | 1.41% | 26 |
|
|
2018
Q2 | $2.52M | Hold |
113,170
| – | – | 1.86% | 24 |
|
|
2018
Q1 | $2.49M | Hold |
113,170
| – | – | 1.8% | 23 |
|
|
2017
Q4 | $2.63M | Sell |
113,170
-470
| -0.4% | -$10.7K | 1.9% | 20 |
|
|
2017
Q3 | $2.61M | Buy |
113,640
+7,740
| +7% | +$179K | 1.98% | 21 |
|
|
2017
Q2 | $2.34M | Hold |
105,900
| – | – | 1.72% | 23 |
|
|
2017
Q1 | $2.42M | Buy |
105,900
+35
| +0% | +$814 | 1.82% | 23 |
|
|
2016
Q4 | $2.21M | Sell |
105,865
-1,610
| -1% | -$35.7K | 1.78% | 23 |
|
|
2016
Q3 | $2.84M | Hold |
107,475
| – | – | 2.27% | 23 |
|
|
2016
Q2 | $2.98M | Hold |
107,475
| – | – | 2.53% | 21 |
|
|
2016
Q1 | $2.15M | Buy |
+107,475
| New | +$1.85M | 1.97% | 21 |
|
|
2014
Q3 | – | Sell |
-123,015
| Closed | -$3.25M | – | 37 |
|
|
2014
Q2 | $3.25M | Hold |
123,015
| – | – | 2.33% | 19 |
|
|
2014
Q1 | $2.9M | Buy |
+123,015
| New | +$3.02M | 2.18% | 20 |
|
|
2013
Q4 | – | Sell |
-39,245
| Closed | -$981K | – | 35 |
|
|
2013
Q3 | $981K | Buy |
+39,245
| New | +$1.04M | 0.76% | 28 |
|
Other funds holding GDX
SPC
Menlo Advisors's GDX Position: Q2 2025 in Review
Menlo Advisors reduced its VanEck Gold Miners ETF (GDX) stake by 1.2% in Q2 2025, selling an estimated $144K and leaving 236,215 shares worth $12.3M. The position accounts for 6.63% of the portfolio, ranked #5.
Menlo Advisors first reported a position in GDX in Q3 2013 and has held it in 41 quarters since. 938 funds tracked by Wall St. Rank hold GDX as of Q2 2025.
- Menlo Advisors held 236,215 shares of VanEck Gold Miners ETF worth $12.3M as of Q2 2025.
- Menlo Advisors sold 2,900 VanEck Gold Miners ETF shares in Q2 2025, an estimated $144K.
- VanEck Gold Miners ETF made up 6.63% of Menlo Advisors's portfolio in Q2 2025, its #5 holding.
- Menlo Advisors first reported a position in VanEck Gold Miners ETF in Q3 2013 and has held it in 41 quarters since.
- 938 funds tracked by Wall St. Rank held VanEck Gold Miners ETF as of Q2 2025.
Based on Menlo Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.