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Perennial Investment Advisors’s VanEck Gold Miners ETF GDX Stock Holding History

Perennial Investment 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
2026
Q2 		$523K Sell
6,936
-11
-0.2% -$972 0.03% 320
2026
Q1 		$638K Buy
6,947
+5
+0.1% +$493 0.05% 259
2025
Q4 		$595K Buy
6,942
+2,170
+45% +$171K 0.05% 260
2025
Q3 		$365K Buy
+4,772
New +$287K 0.03% 319

Other funds holding GDX

Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
BSL
Blue Sparrow LLC Dover, Delaware $10.3B AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Perennial Investment Advisors's GDX Position: Q2 2026 in Review

Perennial Investment Advisors reduced its VanEck Gold Miners ETF (GDX) stake by 0.16% in Q2 2026, selling an estimated $972 and leaving 6,936 shares worth $523K. The position accounts for 0.03% of the portfolio, ranked #320.

Perennial Investment Advisors first reported a position in GDX in Q3 2025 and has held it in 4 quarters since. The position peaked at $638K in Q1 2026. 1,123 funds tracked by Wall St. Rank hold GDX as of Q2 2026.

  • Perennial Investment Advisors held 6,936 shares of VanEck Gold Miners ETF worth $523K as of Q2 2026.
  • Perennial Investment Advisors sold 11 VanEck Gold Miners ETF shares in Q2 2026, an estimated $972.
  • VanEck Gold Miners ETF made up 0.03% of Perennial Investment Advisors's portfolio in Q2 2026, its #320 holding.
  • Perennial Investment Advisors first reported a position in VanEck Gold Miners ETF in Q3 2025 and has held it in 4 quarters since.
  • Perennial Investment Advisors's VanEck Gold Miners ETF position peaked at $638K in Q1 2026.
  • 1,123 funds tracked by Wall St. Rank held VanEck Gold Miners ETF as of Q2 2026.

Based on Perennial Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.