Waverly Advisors’s VanEck Gold Miners ETF GDX Stock Holding History

Waverly Advisors’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	$12M	Sell	159,319 -13,445	-8%	-$1.19M	0.07%	265
2026 Q1	$15.9M	Sell	172,764 -31,296	-15%	-$3.08M	0.12%	171
2025 Q4	$17.5M	Sell	204,060 -9,488	-4%	-$749K	0.14%	140
2025 Q3	$16.3M	Buy	213,548 +1,621	+0.8%	+$97.6K	0.16%	122
2025 Q2	$11M	Sell	211,927 -90,983	-30%	-$4.52M	0.12%	174
2025 Q1	$13.9M	Sell	302,910 -2,613	-0.9%	-$106K	0.17%	129
2024 Q4	$10.4M	Sell	305,523 -6,505	-2%	-$250K	0.16%	139
2024 Q3	$12.4M	Sell	312,028 -4,203	-1%	-$159K	0.23%	91
2024 Q2	$10.7M	Buy	316,231 +364	+0.1%	+$12.5K	0.21%	98
2024 Q1	$9.99M	Buy	+315,867	New	+$8.97M	0.24%	83
2014 Q2	–	Sell	-1,260	Closed	-$30K	–	730
2014 Q1	$30K	Buy	+1,260	New	+$30.9K	0.01%	271
2013 Q4	–	Sell	-1,594	Closed	-$40K	–	823
2013 Q3	$40K	Buy	+1,594	New	+$42.4K	0.02%	280

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

Waverly Advisors's GDX Position: Q2 2026 in Review

Waverly Advisors reduced its VanEck Gold Miners ETF (GDX) stake by 7.8% in Q2 2026, selling an estimated $1.19M and leaving 159,319 shares worth $12M. The position accounts for 0.07% of the portfolio, ranked #265.

Waverly Advisors first reported a position in GDX in Q3 2013 and has held it in 12 quarters since. The position peaked at $17.5M in Q4 2025. 1,115 funds tracked by Wall St. Rank hold GDX as of Q2 2026.

Waverly Advisors held 159,319 shares of VanEck Gold Miners ETF worth $12M as of Q2 2026.
Waverly Advisors sold 13,445 VanEck Gold Miners ETF shares in Q2 2026, an estimated $1.19M.
VanEck Gold Miners ETF made up 0.07% of Waverly Advisors's portfolio in Q2 2026, its #265 holding.
Waverly Advisors first reported a position in VanEck Gold Miners ETF in Q3 2013 and has held it in 12 quarters since.
Waverly Advisors's VanEck Gold Miners ETF position peaked at $17.5M in Q4 2025.
1,115 funds tracked by Wall St. Rank held VanEck Gold Miners ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.