Orion Portfolio Solutions’s VanEck Gold Miners ETF GDX Stock Holding History

Orion Portfolio Solutions’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	$581K	Sell	12,630 -2,634	-17%	-$107K	0.01%	1350
2024 Q4	$518K	Buy	15,264 +1,899	+14%	+$72.8K	0.01%	1338
2024 Q3	$532K	Buy	13,365 +1,455	+12%	+$55.1K	0.01%	1314
2024 Q2	$404K	Sell	11,910 -2,189	-16%	-$75K	﹤0.01%	1348
2024 Q1	$446K	Buy	14,099 +2,090	+17%	+$59.4K	﹤0.01%	1312
2023 Q4	$357K	Buy	+12,009	New	+$351K	﹤0.01%	1340
2023 Q3	–	Sell	-7,145	Closed	-$215K	–	1638
2023 Q2	$215K	Sell	7,145 -4,524	-39%	-$147K	﹤0.01%	1536
2023 Q1	$377K	Sell	11,669 -21,620	-65%	-$654K	﹤0.01%	1260
2022 Q4	$954K	Sell	33,289 -7,744	-19%	-$207K	0.03%	320
2022 Q3	$990K	Buy	41,033 +9,095	+28%	+$230K	0.04%	267
2022 Q2	$874K	Buy	31,938 +16,485	+107%	+$556K	0.04%	276
2022 Q1	$593K	Buy	15,453 +6,610	+75%	+$225K	0.02%	380
2021 Q4	$283K	Buy	+8,843	New	+$282K	0.01%	589
2020 Q3	–	Sell	-2,529	Closed	-$93K	–	1041
2020 Q2	$93K	Sell	2,529 -98	-4%	-$3.22K	0.01%	563
2020 Q1	$61K	Sell	2,627 -208,275	-99%	-$5.7M	﹤0.01%	545
2019 Q4	$6.17M	Buy	+210,902	New	+$5.77M	0.49%	41

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

Orion Portfolio Solutions's GDX Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its VanEck Gold Miners ETF (GDX) stake by 17% in Q1 2025, selling an estimated $107K and leaving 12,630 shares worth $581K. The position accounts for 0.01% of the portfolio, ranked #1350.

Orion Portfolio Solutions first reported a position in GDX in Q4 2019 and has held it in 16 quarters since. The position peaked at $6.17M in Q4 2019. 890 funds tracked by Wall St. Rank hold GDX as of Q1 2025.

Orion Portfolio Solutions held 12,630 shares of VanEck Gold Miners ETF worth $581K as of Q1 2025.
Orion Portfolio Solutions sold 2,634 VanEck Gold Miners ETF shares in Q1 2025, an estimated $107K.
VanEck Gold Miners ETF made up 0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1350 holding.
Orion Portfolio Solutions first reported a position in VanEck Gold Miners ETF in Q4 2019 and has held it in 16 quarters since.
Orion Portfolio Solutions's VanEck Gold Miners ETF position peaked at $6.17M in Q4 2019.
890 funds tracked by Wall St. Rank held VanEck Gold Miners ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.