Shepherd Kaplan Krochuk’s VanEck Gold Miners ETF GDX Stock Holding History

Shepherd Kaplan Krochuk’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
2025 Q2	–	Sell	-25,731	Closed	-$1.18M	–	58
2025 Q1	$1.18M	Hold	25,731	–	–	1.01%	27
2024 Q4	$873K	Buy	25,731 +1,065	+4%	+$40.9K	0.73%	30
2024 Q3	$982K	Buy	24,666 +374	+2%	+$14.2K	0.74%	36
2024 Q2	$824K	Sell	24,292 -8,631	-26%	-$296K	0.65%	41
2024 Q1	$1.04M	Buy	32,923 +4,711	+17%	+$134K	0.83%	35
2023 Q4	$875K	Buy	28,212 +5,503	+24%	+$161K	0.71%	37
2023 Q3	$611K	Hold	22,709	–	–	0.53%	41
2023 Q2	$684K	Buy	+22,709	New	+$740K	0.54%	38
2021 Q4	–	Sell	-50,000	Closed	-$1.47M	–	202
2021 Q3	$1.47M	Hold	50,000	–	–	0.54%	34
2021 Q2	$1.7M	Hold	50,000	–	–	0.61%	32
2021 Q1	$1.63M	Hold	50,000	–	–	0.63%	31
2020 Q4	$1.8M	Buy	+50,000	New	+$1.87M	0.67%	27

Other funds holding GDX

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SPC

Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return

Shepherd Kaplan Krochuk's GDX Position: Q2 2025 in Review

Shepherd Kaplan Krochuk sold out of VanEck Gold Miners ETF (GDX) in Q2 2025, closing a stake of 25,731 shares — an estimated $1.18M sold.

Shepherd Kaplan Krochuk first reported a position in GDX in Q4 2020 and held it in 12 quarters. The position peaked at $1.8M in Q4 2020. 938 funds tracked by Wall St. Rank hold GDX as of Q2 2025.

Shepherd Kaplan Krochuk reported no remaining VanEck Gold Miners ETF position as of Q2 2025 after selling out during the quarter.
Shepherd Kaplan Krochuk sold 25,731 VanEck Gold Miners ETF shares in Q2 2025, an estimated $1.18M.
Shepherd Kaplan Krochuk first reported a position in VanEck Gold Miners ETF in Q4 2020 and held it in 12 quarters.
Shepherd Kaplan Krochuk's VanEck Gold Miners ETF position peaked at $1.8M in Q4 2020.
938 funds tracked by Wall St. Rank held VanEck Gold Miners ETF as of Q2 2025.

Based on Shepherd Kaplan Krochuk's 13F filing for Q2 2025, filed 14 Aug 2025.