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

SHP 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 		$172K Sell
1,871
-363
-16% -$35.8K 0.01% 298
2025
Q4 		$192K Buy
+2,234
New +$176K 0.01% 262

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 $445B AUM 25.58% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

SHP Wealth Management reduced its VanEck Gold Miners ETF (GDX) stake by 16% in Q1 2026, selling an estimated $35.8K and leaving 1,871 shares worth $172K. The position accounts for 0.01% of the portfolio, ranked #298.

SHP Wealth Management first reported a position in GDX in Q4 2025 and has held it in 2 quarters since. The position peaked at $192K in Q4 2025. 1,179 funds tracked by Wall St. Rank hold GDX as of Q1 2026.

  • SHP Wealth Management held 1,871 shares of VanEck Gold Miners ETF worth $172K as of Q1 2026.
  • SHP Wealth Management sold 363 VanEck Gold Miners ETF shares in Q1 2026, an estimated $35.8K.
  • VanEck Gold Miners ETF made up 0.01% of SHP Wealth Management's portfolio in Q1 2026, its #298 holding.
  • SHP Wealth Management first reported a position in VanEck Gold Miners ETF in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's VanEck Gold Miners ETF position peaked at $192K in Q4 2025.
  • 1,179 funds tracked by Wall St. Rank held VanEck Gold Miners ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.