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 Q2	$4.72M	Buy	62,550 +510	+0.8%	+$45.1K	0.65%	19
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 $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 Capital Management's GDX Position: Q2 2026 in Review

Morton Capital Management increased its VanEck Gold Miners ETF (GDX) stake by 0.82% in Q2 2026, buying an estimated $45.1K and bringing the position to 62,550 shares worth $4.72M. The position accounts for 0.65% of the portfolio, ranked #19.

Morton Capital Management first reported a position in GDX in Q4 2021 and has held it in 19 quarters since. The position peaked at $6.35M in Q4 2021. 1,118 funds tracked by Wall St. Rank hold GDX as of Q2 2026.

Morton Capital Management held 62,550 shares of VanEck Gold Miners ETF worth $4.72M as of Q2 2026.
Morton Capital Management bought 510 VanEck Gold Miners ETF shares in Q2 2026, an estimated $45.1K.
VanEck Gold Miners ETF made up 0.65% of Morton Capital Management's portfolio in Q2 2026, its #19 holding.
Morton Capital Management first reported a position in VanEck Gold Miners ETF in Q4 2021 and has held it in 19 quarters since.
Morton Capital Management's VanEck Gold Miners ETF position peaked at $6.35M in Q4 2021.
1,118 funds tracked by Wall St. Rank held VanEck Gold Miners ETF as of Q2 2026.

Based on Morton Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.