Synergy Asset Management’s VanEck Gold Miners ETF GDX Stock Holding History

Synergy Asset 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	$821K	Sell	10,875 -283	-3%	-$25K	0.08%	133
2026 Q1	$1.02M	Buy	11,158 +390	+4%	+$38.4K	0.11%	115
2025 Q4	$924K	Sell	10,768 -20,597	-66%	-$1.63M	0.1%	104
2025 Q3	$1.89M	Buy	31,365 +20,906	+200%	+$1.26M	0.07%	136
2025 Q2	$544K	Buy	10,459 +1,975	+23%	+$98K	0.06%	120
2025 Q1	$390K	Buy	8,484 +5,245	+162%	+$212K	0.05%	128
2024 Q4	$129K	Buy	+3,239	New	+$124K	0.01%	220

Other funds holding GDX

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

BSL

Blue Sparrow LLC Dover, Delaware $10.3B AUM

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Synergy Asset Management's GDX Position: Q2 2026 in Review

Synergy Asset Management reduced its VanEck Gold Miners ETF (GDX) stake by 2.5% in Q2 2026, selling an estimated $25K and leaving 10,875 shares worth $821K. The position accounts for 0.08% of the portfolio, ranked #133.

Synergy Asset Management first reported a position in GDX in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.89M in Q3 2025. 1,115 funds tracked by Wall St. Rank hold GDX as of Q2 2026.

Synergy Asset Management held 10,875 shares of VanEck Gold Miners ETF worth $821K as of Q2 2026.
Synergy Asset Management sold 283 VanEck Gold Miners ETF shares in Q2 2026, an estimated $25K.
VanEck Gold Miners ETF made up 0.08% of Synergy Asset Management's portfolio in Q2 2026, its #133 holding.
Synergy Asset Management first reported a position in VanEck Gold Miners ETF in Q4 2024 and has held it in 7 quarters since.
Synergy Asset Management's VanEck Gold Miners ETF position peaked at $1.89M in Q3 2025.
1,115 funds tracked by Wall St. Rank held VanEck Gold Miners ETF as of Q2 2026.

Based on Synergy Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.