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Montag & Associates’s VanEck Gold Miners ETF GDX Stock Holding History

Montag & Associates’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 		$523K Sell
5,700
-1,000
-15% -$98.5K 0.02% 300
2025
Q4 		$575K Hold
6,700
– – 0.03% 289
2025
Q3 		$512K Hold
6,700
– – 0.02% 305
2025
Q2 		$349K Sell
6,700
-445
-6% -$22.1K 0.02% 338
2025
Q1 		$328K Sell
7,145
-3,000
-30% -$121K 0.02% 354
2024
Q4 		$344K Sell
10,145
-2,000
-16% -$76.7K 0.02% 360
2024
Q3 		$484K Hold
12,145
– – 0.02% 324
2024
Q2 		$412K Hold
12,145
– – 0.02% 330
2024
Q1 		$384K Sell
12,145
-3,600
-23% -$102K 0.02% 350
2023
Q4 		$488K Hold
15,745
– – 0.03% 303
2023
Q3 		$424K Hold
15,745
– – 0.03% 306
2023
Q2 		$474K Hold
15,745
– – 0.03% 294
2023
Q1 		$509K Hold
15,745
– – 0.03% 276
2022
Q4 		$451K Hold
15,745
– – 0.03% 275
2022
Q3 		$380K Sell
15,745
-4,100
-21% -$104K 0.03% 288
2022
Q2 		$543K Sell
19,845
-1,045
-5% -$35.2K 0.04% 255
2022
Q1 		$801K Hold
20,890
– – 0.04% 246
2021
Q4 		$669K Sell
20,890
-955
-4% -$30.5K 0.03% 269
2021
Q3 		$644K Sell
21,845
-3,945
-15% -$129K 0.03% 270
2021
Q2 		$876K Sell
25,790
-955
-4% -$34.9K 0.05% 236
2021
Q1 		$869K Hold
26,745
– – 0.05% 234
2020
Q4 		$963K Buy
26,745
+2,260
+9% +$84.4K 0.06% 207
2020
Q3 		$959K Hold
24,485
– – 0.08% 183
2020
Q2 		$898K Hold
24,485
– – 0.08% 177
2020
Q1 		$564K Hold
24,485
– – 0.06% 216
2019
Q4 		$717K Hold
24,485
– – 0.06% 208
2019
Q3 		$654K Hold
24,485
– – 0.06% 206
2019
Q2 		$626K Buy
+24,485
New +$539K 0.06% 210
2013
Q4 		– Sell
-8,925
Closed -$223K – 229
2013
Q3 		$223K Sell
8,925
-985
-10% -$26.2K 0.04% 207
2013
Q2 		$243K Buy
+9,910
New +$290K 0.05% 190

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

Montag & Associates's GDX Position: Q1 2026 in Review

Montag & Associates reduced its VanEck Gold Miners ETF (GDX) stake by 15% in Q1 2026, selling an estimated $98.5K and leaving 5,700 shares worth $523K. The position accounts for 0.02% of the portfolio, ranked #300.

Montag & Associates first reported a position in GDX in Q2 2013 and has held it in 30 quarters since. The position peaked at $963K in Q4 2020. 1,176 funds tracked by Wall St. Rank hold GDX as of Q1 2026.

  • Montag & Associates held 5,700 shares of VanEck Gold Miners ETF worth $523K as of Q1 2026.
  • Montag & Associates sold 1,000 VanEck Gold Miners ETF shares in Q1 2026, an estimated $98.5K.
  • VanEck Gold Miners ETF made up 0.02% of Montag & Associates's portfolio in Q1 2026, its #300 holding.
  • Montag & Associates first reported a position in VanEck Gold Miners ETF in Q2 2013 and has held it in 30 quarters since.
  • Montag & Associates's VanEck Gold Miners ETF position peaked at $963K in Q4 2020.
  • 1,176 funds tracked by Wall St. Rank held VanEck Gold Miners ETF as of Q1 2026.

Based on Montag & Associates's 13F filing for Q1 2026, filed 29 Apr 2026.