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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
Q2 		$149K Buy
1,975
+104
+6% +$9.19K 0.01% 353
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 $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

SHP Wealth Management's GDX Position: Q2 2026 in Review

SHP Wealth Management increased its VanEck Gold Miners ETF (GDX) stake by 5.6% in Q2 2026, buying an estimated $9.19K and bringing the position to 1,975 shares worth $149K. The position accounts for 0.01% of the portfolio, ranked #353.

SHP Wealth Management first reported a position in GDX in Q4 2025 and has held it in 3 quarters since. The position peaked at $192K in Q4 2025. 1,123 funds tracked by Wall St. Rank hold GDX as of Q2 2026.

  • SHP Wealth Management held 1,975 shares of VanEck Gold Miners ETF worth $149K as of Q2 2026.
  • SHP Wealth Management bought 104 VanEck Gold Miners ETF shares in Q2 2026, an estimated $9.19K.
  • VanEck Gold Miners ETF made up 0.01% of SHP Wealth Management's portfolio in Q2 2026, its #353 holding.
  • SHP Wealth Management first reported a position in VanEck Gold Miners ETF in Q4 2025 and has held it in 3 quarters since.
  • SHP Wealth Management's VanEck Gold Miners ETF position peaked at $192K in Q4 2025.
  • 1,123 funds tracked by Wall St. Rank held VanEck Gold Miners ETF as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.