Montis Financial’s VanEck Gold Miners ETF GDX Stock Holding History

Montis Financial’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	$3.1M	Sell	33,761 -2,613	-7%	-$257K	0.64%	28
2025 Q4	$3.12M	Sell	36,374 -1,254	-3%	-$99.1K	0.62%	30
2025 Q3	$2.87M	Sell	37,628 -538	-1%	-$32.4K	0.66%	29
2025 Q2	$1.99M	Sell	38,166 -100	-0.3%	-$4.96K	0.55%	32
2025 Q1	$1.76M	Hold	38,266	–	–	0.52%	34
2024 Q4	$1.3M	Buy	38,266 +666	+2%	+$25.5K	0.4%	43
2024 Q3	$1.5M	Hold	37,600	–	–	0.53%	30
2024 Q2	$1.28M	Sell	37,600 -3,500	-9%	-$120K	0.58%	25
2024 Q1	$1.3M	Buy	41,100 +2,450	+6%	+$69.6K	0.62%	23
2023 Q4	$1.2M	Sell	38,650 -2,000	-5%	-$58.5K	0.71%	19
2023 Q3	$1.09M	Buy	+40,650	New	+$1.2M	0.73%	21

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

Montis Financial's GDX Position: Q1 2026 in Review

Montis Financial reduced its VanEck Gold Miners ETF (GDX) stake by 7.2% in Q1 2026, selling an estimated $257K and leaving 33,761 shares worth $3.1M. The position accounts for 0.64% of the portfolio, ranked #28.

Montis Financial first reported a position in GDX in Q3 2023 and has held it in 11 quarters since. The position peaked at $3.12M in Q4 2025. 1,176 funds tracked by Wall St. Rank hold GDX as of Q1 2026.

Montis Financial held 33,761 shares of VanEck Gold Miners ETF worth $3.1M as of Q1 2026.
Montis Financial sold 2,613 VanEck Gold Miners ETF shares in Q1 2026, an estimated $257K.
VanEck Gold Miners ETF made up 0.64% of Montis Financial's portfolio in Q1 2026, its #28 holding.
Montis Financial first reported a position in VanEck Gold Miners ETF in Q3 2023 and has held it in 11 quarters since.
Montis Financial's VanEck Gold Miners ETF position peaked at $3.12M in Q4 2025.
1,176 funds tracked by Wall St. Rank held VanEck Gold Miners ETF as of Q1 2026.

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