Oak Harbor Wealth Partners’s VanEck Gold Miners ETF GDX Stock Holding History

Oak Harbor Wealth Partners’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	$106K	Sell	1,157 -10	-0.9%	-$985	0.02%	208
2025 Q4	$100K	Hold	1,167	–	–	0.02%	209
2025 Q3	$89.2K	Buy	+1,167	New	+$70.3K	0.02%	210
2022 Q3	–	Sell	-2,005	Closed	-$55K	–	217
2022 Q2	$55K	Sell	2,005 -2,950	-60%	-$99.5K	0.02%	172
2022 Q1	$190K	Sell	4,955 -15,395	-76%	-$523K	0.06%	164
2021 Q4	$652K	Buy	+20,350	New	+$650K	0.22%	84

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

Oak Harbor Wealth Partners's GDX Position: Q1 2026 in Review

Oak Harbor Wealth Partners reduced its VanEck Gold Miners ETF (GDX) stake by 0.86% in Q1 2026, selling an estimated $985 and leaving 1,157 shares worth $106K. The position accounts for 0.02% of the portfolio, ranked #208.

Oak Harbor Wealth Partners first reported a position in GDX in Q4 2021 and has held it in 6 quarters since. The position peaked at $652K in Q4 2021. 1,175 funds tracked by Wall St. Rank hold GDX as of Q1 2026.

Oak Harbor Wealth Partners held 1,157 shares of VanEck Gold Miners ETF worth $106K as of Q1 2026.
Oak Harbor Wealth Partners sold 10 VanEck Gold Miners ETF shares in Q1 2026, an estimated $985.
VanEck Gold Miners ETF made up 0.02% of Oak Harbor Wealth Partners's portfolio in Q1 2026, its #208 holding.
Oak Harbor Wealth Partners first reported a position in VanEck Gold Miners ETF in Q4 2021 and has held it in 6 quarters since.
Oak Harbor Wealth Partners's VanEck Gold Miners ETF position peaked at $652K in Q4 2021.
1,175 funds tracked by Wall St. Rank held VanEck Gold Miners ETF as of Q1 2026.

Based on Oak Harbor Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.