Morton Brown Family Wealth’s VanEck Gold Miners ETF GDX Stock Holding History

Morton Brown Family Wealth’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	$32K	Hold	424	–	–	0.01%	142
2026 Q1	$38.9K	Hold	424	–	–	0.01%	128
2025 Q4	$36.4K	Buy	+424	New	+$33.5K	0.01%	129

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

Morton Brown Family Wealth's GDX Position: Q2 2026 in Review

Morton Brown Family Wealth held its VanEck Gold Miners ETF (GDX) position steady in Q2 2026 at 424 shares worth $32K. The position accounts for 0.01% of the portfolio, ranked #142.

Morton Brown Family Wealth first reported a position in GDX in Q4 2025 and has held it in 3 quarters since. The position peaked at $38.9K in Q1 2026. 1,115 funds tracked by Wall St. Rank hold GDX as of Q2 2026.

Morton Brown Family Wealth held 424 shares of VanEck Gold Miners ETF worth $32K as of Q2 2026.
Morton Brown Family Wealth left its VanEck Gold Miners ETF share count unchanged in Q2 2026.
VanEck Gold Miners ETF made up 0.01% of Morton Brown Family Wealth's portfolio in Q2 2026, its #142 holding.
Morton Brown Family Wealth first reported a position in VanEck Gold Miners ETF in Q4 2025 and has held it in 3 quarters since.
Morton Brown Family Wealth's VanEck Gold Miners ETF position peaked at $38.9K in Q1 2026.
1,115 funds tracked by Wall St. Rank held VanEck Gold Miners ETF as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.