PCM
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Polymer Capital Management’s VanEck Gold Miners ETF GDX Stock Holding History

Polymer Capital Management’s Portfolio GDX Stock Details GDX Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.3M Sell
25,000
-4,000
-14% -$208K 0.15% 105
2025
Q1 		$1.33M Buy
29,000
+15,000
+107% +$690K 0.34% 49
2024
Q4 		$475K Buy
+14,000
New +$475K 0.13% 91