Summit Financial’s VanEck Gold Miners ETF GDX Stock Holding History

Summit Financial’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	$8.21M	Sell	89,501 -4,085	-4%	-$402K	0.1%	195
2025 Q4	$8.03M	Sell	93,586 -17,043	-15%	-$1.35M	0.12%	164
2025 Q3	$8.45M	Buy	110,629 +51,076	+86%	+$3.08M	0.13%	142
2025 Q2	$3.1M	Sell	59,553 -10,749	-15%	-$533K	0.07%	230
2025 Q1	$3.23M	Buy	70,302 +9,256	+15%	+$374K	0.09%	193
2024 Q4	$2.07M	Buy	61,046 +19,723	+48%	+$757K	0.07%	207
2024 Q3	$1.65M	Buy	41,323 +226	+0.5%	+$8.56K	0.06%	194
2024 Q2	$1.39M	Buy	41,097 +31,380	+323%	+$1.08M	0.06%	185
2024 Q1	$307K	Buy	+9,717	New	+$276K	0.02%	317

Other funds holding GDX

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Summit Financial's GDX Position: Q1 2026 in Review

Summit Financial reduced its VanEck Gold Miners ETF (GDX) stake by 4.4% in Q1 2026, selling an estimated $402K and leaving 89,501 shares worth $8.21M. The position accounts for 0.1% of the portfolio, ranked #195.

Summit Financial first reported a position in GDX in Q1 2024 and has held it in 9 quarters since. The position peaked at $8.45M in Q3 2025. 1,175 funds tracked by Wall St. Rank hold GDX as of Q1 2026.

Summit Financial held 89,501 shares of VanEck Gold Miners ETF worth $8.21M as of Q1 2026.
Summit Financial sold 4,085 VanEck Gold Miners ETF shares in Q1 2026, an estimated $402K.
VanEck Gold Miners ETF made up 0.1% of Summit Financial's portfolio in Q1 2026, its #195 holding.
Summit Financial first reported a position in VanEck Gold Miners ETF in Q1 2024 and has held it in 9 quarters since.
Summit Financial's VanEck Gold Miners ETF position peaked at $8.45M in Q3 2025.
1,175 funds tracked by Wall St. Rank held VanEck Gold Miners ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.