Thompson David Blair’s VanEck Gold Miners ETF GDX Stock Holding History

Thompson David Blair’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	$1.77M	Sell	23,483 -983	-4%	-$86.8K	0.89%	28
2026 Q1	$2.25M	Buy	24,466 +5,323	+28%	+$524K	1.29%	16
2025 Q4	$1.64M	Buy	+19,143	New	+$1.51M	0.94%	30
2024 Q4	$665K	Buy	+19,625	New	+$753K	0.48%	52

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

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

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

NCM

Nearwater Capital Markets Dublin 4, Dublin, Ireland $5.8B AUM 88.72% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Thompson David Blair's GDX Position: Q2 2026 in Review

Thompson David Blair reduced its VanEck Gold Miners ETF (GDX) stake by 4% in Q2 2026, selling an estimated $86.8K and leaving 23,483 shares worth $1.77M. The position accounts for 0.89% of the portfolio, ranked #28.

Thompson David Blair first reported a position in GDX in Q4 2024 and has held it in 4 quarters since. The position peaked at $2.25M in Q1 2026. 1,064 funds tracked by Wall St. Rank hold GDX as of Q2 2026.

Thompson David Blair held 23,483 shares of VanEck Gold Miners ETF worth $1.77M as of Q2 2026.
Thompson David Blair sold 983 VanEck Gold Miners ETF shares in Q2 2026, an estimated $86.8K.
VanEck Gold Miners ETF made up 0.89% of Thompson David Blair's portfolio in Q2 2026, its #28 holding.
Thompson David Blair first reported a position in VanEck Gold Miners ETF in Q4 2024 and has held it in 4 quarters since.
Thompson David Blair's VanEck Gold Miners ETF position peaked at $2.25M in Q1 2026.
1,064 funds tracked by Wall St. Rank held VanEck Gold Miners ETF as of Q2 2026.

Based on Thompson David Blair's 13F filing for Q2 2026, filed 14 Aug 2026.