Surience Private Wealth’s VanEck Gold Miners ETF GDX Stock Holding History

Surience Private Wealth’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
2023 Q2	–	Sell	-20,000	Closed	-$647K	–	30
2023 Q1	$647K	Buy	+20,000	New	+$605K	0.95%	15

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

Surience Private Wealth's GDX Position: Q1 2026 in Review

Surience Private Wealth opened a new position in VanEck Gold Miners ETF (GDX) in Q1 2026: 3,322 shares worth $305K. The stake represents 0.33% of the portfolio and ranks #39 among its holdings. This is a return to the name: Surience Private Wealth previously reported a position in GDX as recently as Q2 2024.

Surience Private Wealth first reported a position in GDX in Q4 2021 and has held it in 5 quarters since. The position peaked at $2.94M in Q1 2022. 1,175 funds tracked by Wall St. Rank hold GDX as of Q1 2026.

Surience Private Wealth held 3,322 shares of VanEck Gold Miners ETF worth $305K as of Q1 2026.
VanEck Gold Miners ETF was a new Surience Private Wealth position in Q1 2026.
VanEck Gold Miners ETF made up 0.33% of Surience Private Wealth's portfolio in Q1 2026, its #39 holding.
Surience Private Wealth first reported a position in VanEck Gold Miners ETF in Q4 2021 and has held it in 5 quarters since.
Surience Private Wealth's VanEck Gold Miners ETF position peaked at $2.94M in Q1 2022.
1,175 funds tracked by Wall St. Rank held VanEck Gold Miners ETF as of Q1 2026.

Based on Surience Private Wealth's 13F filing for Q1 2026, filed 20 Apr 2026.