Morton Capital Management’s VanEck Gold Miners ETF GDX Stock Holding History

Morton Capital Management’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	$5.69M	Sell	62,040 -6,204	-9%	-$611K	0.85%	14
2025 Q4	$5.85M	Sell	68,244 -2,780	-4%	-$220K	0.9%	14
2025 Q3	$5.43M	Sell	71,024 -4,554	-6%	-$274K	0.89%	14
2025 Q2	$3.93M	Sell	75,578 -1,946	-3%	-$96.6K	0.7%	17
2025 Q1	$3.56M	Sell	77,524 -4,274	-5%	-$173K	0.69%	17
2024 Q4	$2.77M	Buy	81,798 +11,825	+17%	+$454K	0.52%	18
2024 Q3	$2.79M	Sell	69,973 -18,649	-21%	-$706K	0.55%	16
2024 Q2	$3.01M	Buy	88,622 +287	+0.3%	+$9.84K	0.71%	15
2024 Q1	$2.79M	Buy	88,335 +2,317	+3%	+$65.8K	0.75%	16
2023 Q4	$2.67M	Buy	86,018 +45	+0.1%	+$1.32K	0.79%	15
2023 Q3	$2.31M	Sell	85,973 -645	-0.7%	-$19K	0.82%	12
2023 Q2	$2.61M	Sell	86,618 -17	-0%	-$554	0.89%	14
2023 Q1	$2.8M	Sell	86,635 -4,605	-5%	-$139K	0.99%	13
2022 Q4	$2.61M	Sell	91,240 -6,802	-7%	-$182K	1.02%	12
2022 Q3	$2.36M	Sell	98,042 -2,565	-3%	-$64.9K	1.08%	11
2022 Q2	$2.75M	Buy	100,607 +1,610	+2%	+$54.3K	1.2%	11
2022 Q1	$3.8M	Sell	98,997 -99,227	-50%	-$3.37M	1.56%	8
2021 Q4	$6.35M	Buy	+198,224	New	+$6.33M	2.57%	7

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

Morton Capital Management's GDX Position: Q1 2026 in Review

Morton Capital Management reduced its VanEck Gold Miners ETF (GDX) stake by 9.1% in Q1 2026, selling an estimated $611K and leaving 62,040 shares worth $5.69M. The position accounts for 0.85% of the portfolio, ranked #14.

Morton Capital Management first reported a position in GDX in Q4 2021 and has held it in 18 quarters since. The position peaked at $6.35M in Q4 2021. 1,175 funds tracked by Wall St. Rank hold GDX as of Q1 2026.

Morton Capital Management held 62,040 shares of VanEck Gold Miners ETF worth $5.69M as of Q1 2026.
Morton Capital Management sold 6,204 VanEck Gold Miners ETF shares in Q1 2026, an estimated $611K.
VanEck Gold Miners ETF made up 0.85% of Morton Capital Management's portfolio in Q1 2026, its #14 holding.
Morton Capital Management first reported a position in VanEck Gold Miners ETF in Q4 2021 and has held it in 18 quarters since.
Morton Capital Management's VanEck Gold Miners ETF position peaked at $6.35M in Q4 2021.
1,175 funds tracked by Wall St. Rank held VanEck Gold Miners ETF as of Q1 2026.

Based on Morton Capital Management's 13F filing for Q1 2026, filed 21 Apr 2026.