Perigon Wealth Management’s VanEck Gold Miners ETF GDX Stock Holding History

Perigon Wealth Management’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	$544K	Sell	5,932 -2,219	-27%	-$219K	0.01%	761
2025 Q4	$699K	Sell	8,151 -1,596	-16%	-$126K	0.01%	661
2025 Q3	$745K	Buy	9,747 +319	+3%	+$19.2K	0.02%	598
2025 Q2	$491K	Sell	9,428 -5,200	-36%	-$258K	0.01%	676
2025 Q1	$672K	Sell	14,628 -4,208	-22%	-$170K	0.02%	547
2024 Q4	$690K	Buy	18,836 +1,609	+9%	+$61.7K	0.02%	546
2024 Q3	$686K	Sell	17,227 -5,718	-25%	-$216K	0.02%	526
2024 Q2	$779K	Sell	22,945 -8,000	-26%	-$274K	0.02%	433
2024 Q1	$978K	Sell	30,945 -5,324	-15%	-$151K	0.03%	378
2023 Q4	$1.12M	Buy	36,269 +6,225	+21%	+$182K	0.04%	318
2023 Q3	$808K	Sell	30,044 -16,253	-35%	-$479K	0.03%	344
2023 Q2	$1.39M	Buy	46,297 +34,819	+303%	+$1.13M	0.05%	256
2023 Q1	$371K	Sell	11,478 -11,870	-51%	-$359K	0.02%	468
2022 Q4	$669K	Sell	23,348 -199	-0.8%	-$5.32K	0.04%	340
2022 Q3	$568K	Buy	23,547 +2,000	+9%	+$50.6K	0.05%	301
2022 Q2	$590K	Buy	21,547 +699	+3%	+$23.6K	0.05%	296
2022 Q1	$800K	Buy	20,848 +11,770	+130%	+$400K	0.06%	271
2021 Q4	$291K	Buy	9,078 +616	+7%	+$19.7K	0.02%	463
2021 Q3	$249K	Hold	8,462	–	–	0.02%	458
2021 Q2	$288K	Sell	8,462 -819	-9%	-$29.9K	0.03%	410
2021 Q1	$302K	Buy	9,281 +1,430	+18%	+$48.7K	0.03%	390
2020 Q4	$283K	Buy	7,851 +1,172	+18%	+$43.8K	0.03%	340
2020 Q3	$262K	Sell	6,679 -983	-13%	-$40.1K	0.04%	321
2020 Q2	$281K	Sell	7,662 -960	-11%	-$31.6K	0.04%	278
2020 Q1	$250K	Buy	8,622 +1,600	+23%	+$43.8K	0.05%	269
2019 Q4	$205K	Sell	7,022 -1,690	-19%	-$46.2K	0.04%	248
2019 Q3	$228K	Sell	8,712 -9,358	-52%	-$262K	0.05%	211
2019 Q2	$462K	Buy	+18,070	New	+$398K	0.11%	135
2018 Q4	–	Sell	-14,340	Closed	-$266K	–	243
2018 Q3	$266K	Sell	14,340 -1,120	-7%	-$22.4K	0.07%	188
2018 Q2	$345K	Buy	15,460 +1,140	+8%	+$25.5K	0.1%	164
2018 Q1	$315K	Buy	+14,320	New	+$323K	0.12%	120

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

Perigon Wealth Management's GDX Position: Q1 2026 in Review

Perigon Wealth Management reduced its VanEck Gold Miners ETF (GDX) stake by 27% in Q1 2026, selling an estimated $219K and leaving 5,932 shares worth $544K. The position accounts for 0.01% of the portfolio, ranked #761.

Perigon Wealth Management first reported a position in GDX in Q1 2018 and has held it in 31 quarters since. The position peaked at $1.39M in Q2 2023. 1,175 funds tracked by Wall St. Rank hold GDX as of Q1 2026.

Perigon Wealth Management held 5,932 shares of VanEck Gold Miners ETF worth $544K as of Q1 2026.
Perigon Wealth Management sold 2,219 VanEck Gold Miners ETF shares in Q1 2026, an estimated $219K.
VanEck Gold Miners ETF made up 0.01% of Perigon Wealth Management's portfolio in Q1 2026, its #761 holding.
Perigon Wealth Management first reported a position in VanEck Gold Miners ETF in Q1 2018 and has held it in 31 quarters since.
Perigon Wealth Management's VanEck Gold Miners ETF position peaked at $1.39M in Q2 2023.
1,175 funds tracked by Wall St. Rank held VanEck Gold Miners ETF as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.