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Welch & Forbes’s VanEck Gold Miners ETF GDX Stock Holding History

Welch & Forbes’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 		$12.8M Sell
169,404
-17,845
-10% -$1.58M 0.16% 92
2026
Q1 		$17.2M Sell
187,249
-27,026
-13% -$2.66M 0.22% 81
2025
Q4 		$18.4M Sell
214,275
-15,994
-7% -$1.26M 0.22% 83
2025
Q3 		$17.6M Sell
230,269
-9,667
-4% -$582K 0.21% 83
2025
Q2 		$12.5M Sell
239,936
-2,185
-0.9% -$108K 0.16% 89
2025
Q1 		$11.1M Buy
242,121
+11,220
+5% +$454K 0.15% 92
2024
Q4 		$7.83M Buy
230,901
+6,209
+3% +$238K 0.1% 103
2024
Q3 		$8.95M Buy
224,692
+4,962
+2% +$188K 0.11% 102
2024
Q2 		$7.47M Buy
219,730
+2,312
+1% +$79.2K 0.1% 108
2024
Q1 		$6.87M Buy
217,418
+11,651
+6% +$331K 0.09% 112
2023
Q4 		$6.38M Buy
205,767
+7
+0% +$205 0.1% 116
2023
Q3 		$5.54M Buy
205,760
+6,318
+3% +$186K 0.09% 118
2023
Q2 		$6.01M Buy
199,442
+4,370
+2% +$142K 0.09% 117
2023
Q1 		$6.31M Buy
195,072
+12,004
+7% +$363K 0.11% 112
2022
Q4 		$5.25M Buy
183,068
+2,386
+1% +$63.8K 0.09% 128
2022
Q3 		$4.36M Buy
180,682
+15,538
+9% +$393K 0.09% 133
2022
Q2 		$4.52M Buy
165,144
+12,743
+8% +$430K 0.08% 139
2022
Q1 		$5.84M Buy
152,401
+23,826
+19% +$809K 0.09% 133
2021
Q4 		$4.12M Buy
128,575
+12,178
+10% +$389K 0.06% 147
2021
Q3 		$3.43M Buy
116,397
+14,245
+14% +$464K 0.06% 148
2021
Q2 		$3.47M Buy
102,152
+15,280
+18% +$558K 0.06% 147
2021
Q1 		$2.82M Buy
86,872
+30,390
+54% +$1.04M 0.05% 151
2020
Q4 		$2.04M Buy
56,482
+42,177
+295% +$1.58M 0.04% 164
2020
Q3 		$561K Buy
14,305
+7,055
+97% +$288K 0.01% 244
2020
Q2 		$266K Buy
+7,250
New +$238K 0.01% 316

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

Welch & Forbes's GDX Position: Q2 2026 in Review

Welch & Forbes reduced its VanEck Gold Miners ETF (GDX) stake by 9.5% in Q2 2026, selling an estimated $1.58M and leaving 169,404 shares worth $12.8M. The position accounts for 0.16% of the portfolio, ranked #92.

Welch & Forbes first reported a position in GDX in Q2 2020 and has held it in 25 quarters since. The position peaked at $18.4M in Q4 2025. 1,115 funds tracked by Wall St. Rank hold GDX as of Q2 2026.

  • Welch & Forbes held 169,404 shares of VanEck Gold Miners ETF worth $12.8M as of Q2 2026.
  • Welch & Forbes sold 17,845 VanEck Gold Miners ETF shares in Q2 2026, an estimated $1.58M.
  • VanEck Gold Miners ETF made up 0.16% of Welch & Forbes's portfolio in Q2 2026, its #92 holding.
  • Welch & Forbes first reported a position in VanEck Gold Miners ETF in Q2 2020 and has held it in 25 quarters since.
  • Welch & Forbes's VanEck Gold Miners ETF position peaked at $18.4M in Q4 2025.
  • 1,115 funds tracked by Wall St. Rank held VanEck Gold Miners ETF as of Q2 2026.

Based on Welch & Forbes's 13F filing for Q2 2026, filed 30 Jul 2026.