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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
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 $269B AUM 31.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Perennial Investment Advisors's GDX Position: Q1 2026 in Review

Perennial Investment Advisors increased its VanEck Gold Miners ETF (GDX) stake by 0.07% in Q1 2026, buying an estimated $493 and bringing the position to 6,947 shares worth $638K. The position accounts for 0.05% of the portfolio, ranked #259.

Perennial Investment Advisors first reported a position in GDX in Q3 2025 and has held it in 3 quarters since. 1,176 funds tracked by Wall St. Rank hold GDX as of Q1 2026.

  • Perennial Investment Advisors held 6,947 shares of VanEck Gold Miners ETF worth $638K as of Q1 2026.
  • Perennial Investment Advisors bought 5 VanEck Gold Miners ETF shares in Q1 2026, an estimated $493.
  • VanEck Gold Miners ETF made up 0.05% of Perennial Investment Advisors's portfolio in Q1 2026, its #259 holding.
  • Perennial Investment Advisors first reported a position in VanEck Gold Miners ETF in Q3 2025 and has held it in 3 quarters since.
  • 1,176 funds tracked by Wall St. Rank held VanEck Gold Miners ETF as of Q1 2026.

Based on Perennial Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.