Oak Family Advisors’s VanEck Gold Miners ETF GDX Stock Holding History

Oak Family Advisors’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
2025 Q1	–	Sell	-72,497	Closed	-$2.46M	–	125
2024 Q4	$2.46M	Sell	72,497 -7,580	-9%	-$291K	0.89%	37
2024 Q3	$3.19M	Buy	80,077 +3,376	+4%	+$128K	0.98%	33
2024 Q2	$2.6M	Buy	+76,701	New	+$2.63M	0.89%	34

Other funds holding GDX

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BBVA

Banco Bilbao Vizcaya Argentaria Madrid, Spain $14.3B AUM 26.23% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Oak Family Advisors's GDX Position: Q1 2025 in Review

Oak Family Advisors sold out of VanEck Gold Miners ETF (GDX) in Q1 2025, closing a stake of 72,497 shares — an estimated $2.46M sold.

Oak Family Advisors first reported a position in GDX in Q2 2024 and held it in 3 quarters. The position peaked at $3.19M in Q3 2024. 890 funds tracked by Wall St. Rank hold GDX as of Q1 2025.

Oak Family Advisors reported no remaining VanEck Gold Miners ETF position as of Q1 2025 after selling out during the quarter.
Oak Family Advisors sold 72,497 VanEck Gold Miners ETF shares in Q1 2025, an estimated $2.46M.
Oak Family Advisors first reported a position in VanEck Gold Miners ETF in Q2 2024 and held it in 3 quarters.
Oak Family Advisors's VanEck Gold Miners ETF position peaked at $3.19M in Q3 2024.
890 funds tracked by Wall St. Rank held VanEck Gold Miners ETF as of Q1 2025.

Based on Oak Family Advisors's 13F filing for Q1 2025, filed 15 Apr 2025.