SP
GDX icon

Sequent Planning’s VanEck Gold Miners ETF GDX Stock Holding History

Sequent Planning’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 		$474K Buy
6,288
+561
+10% +$49.6K 0.1% 156
2026
Q1 		$526K Hold
5,727
– – 0.13% 129
2025
Q4 		$491K Buy
+5,727
New +$452K 0.13% 124

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

Sequent Planning's GDX Position: Q2 2026 in Review

Sequent Planning increased its VanEck Gold Miners ETF (GDX) stake by 9.8% in Q2 2026, buying an estimated $49.6K and bringing the position to 6,288 shares worth $474K. The position accounts for 0.1% of the portfolio, ranked #156.

Sequent Planning first reported a position in GDX in Q4 2025 and has held it in 3 quarters since. The position peaked at $526K in Q1 2026. 1,115 funds tracked by Wall St. Rank hold GDX as of Q2 2026.

  • Sequent Planning held 6,288 shares of VanEck Gold Miners ETF worth $474K as of Q2 2026.
  • Sequent Planning bought 561 VanEck Gold Miners ETF shares in Q2 2026, an estimated $49.6K.
  • VanEck Gold Miners ETF made up 0.1% of Sequent Planning's portfolio in Q2 2026, its #156 holding.
  • Sequent Planning first reported a position in VanEck Gold Miners ETF in Q4 2025 and has held it in 3 quarters since.
  • Sequent Planning's VanEck Gold Miners ETF position peaked at $526K in Q1 2026.
  • 1,115 funds tracked by Wall St. Rank held VanEck Gold Miners ETF as of Q2 2026.

Based on Sequent Planning's 13F filing for Q2 2026, filed 14 Aug 2026.