Wellington Shields Capital Management’s VanEck Gold Miners ETF GDX Stock Holding History

Wellington Shields Capital 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	$860K	Hold	11,400	–	–	0.11%	125
2026 Q1	$1.05M	Sell	11,400 -400	-3%	-$39.4K	0.16%	99
2025 Q4	$1.01M	Sell	11,800 -2,100	-15%	-$166K	0.15%	108
2025 Q3	$1.06M	Hold	13,900	–	–	0.16%	111
2025 Q2	$724K	Buy	+13,900	New	+$690K	0.12%	128
2024 Q4	–	Sell	-12,545	Closed	-$500K	–	314
2024 Q3	$500K	Buy	12,545 +3,150	+34%	+$119K	0.09%	162
2024 Q2	$319K	Buy	9,395 +400	+4%	+$13.7K	0.06%	194
2024 Q1	$284K	Hold	8,995	–	–	0.05%	205
2023 Q4	$279K	Hold	8,995	–	–	0.03%	200
2023 Q3	$242K	Sell	8,995 -15,330	-63%	-$452K	0.03%	208
2023 Q2	$732K	Hold	24,325	–	–	0.09%	125
2023 Q1	$787K	Sell	24,325 -1,500	-6%	-$45.4K	0.09%	117
2022 Q4	$740K	Buy	+25,825	New	+$690K	0.09%	115
2022 Q3	–	Sell	-14,000	Closed	-$383K	–	305
2022 Q2	$383K	Sell	14,000 -34,325	-71%	-$1.16M	0.05%	175
2022 Q1	$1.85M	Buy	48,325 +27,825	+136%	+$945K	0.2%	74
2021 Q4	$657K	Sell	20,500 -1	-0%	-$32	0.08%	180
2021 Q3	$604K	Sell	20,501 -36,949	-64%	-$1.2M	0.08%	163
2021 Q2	$1.95M	Hold	57,450	–	–	0.24%	86
2021 Q1	$1.87M	Sell	57,450 -64,700	-53%	-$2.2M	0.18%	105
2020 Q4	$4.4M	Sell	122,150 -9,000	-7%	-$336K	0.59%	35
2020 Q3	$5.14M	Buy	131,150 +77,850	+146%	+$3.17M	0.81%	26
2020 Q2	$1.96M	Buy	53,300 +2,550	+5%	+$83.8K	0.31%	69
2020 Q1	$1.17M	Buy	50,750 +17,250	+51%	+$472K	0.22%	87
2019 Q4	$981K	Sell	33,500 -850	-2%	-$23.2K	0.15%	122
2019 Q3	$917K	Buy	34,350 +3,150	+10%	+$88.1K	0.15%	123
2019 Q2	$797K	Buy	31,200 +3,600	+13%	+$79.3K	0.13%	138
2019 Q1	$619K	Buy	27,600 +16,837	+156%	+$370K	0.11%	158
2018 Q4	$227K	Buy	10,763 +63	+0.6%	+$1.24K	0.04%	245
2018 Q3	$198K	Hold	10,700	–	–	0.03%	296
2018 Q2	$239K	Hold	10,700	–	–	0.04%	274
2018 Q1	$235K	Hold	10,700	–	–	0.04%	289
2017 Q4	$249K	Hold	10,700	–	–	0.04%	294
2017 Q3	$246K	Hold	10,700	–	–	0.04%	284
2017 Q2	$236K	Hold	10,700	–	–	0.04%	295
2017 Q1	$244K	Hold	10,700	–	–	0.04%	282
2016 Q4	$224K	Hold	10,700	–	–	0.04%	287
2016 Q3	$283K	Sell	10,700 -900	-8%	-$25.8K	0.05%	261
2016 Q2	$321K	Buy	+11,600	New	+$278K	0.05%	250

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

Wellington Shields Capital Management's GDX Position: Q2 2026 in Review

Wellington Shields Capital Management held its VanEck Gold Miners ETF (GDX) position steady in Q2 2026 at 11,400 shares worth $860K. The position accounts for 0.11% of the portfolio, ranked #125.

Wellington Shields Capital Management first reported a position in GDX in Q2 2016 and has held it in 38 quarters since. The position peaked at $5.14M in Q3 2020. 1,115 funds tracked by Wall St. Rank hold GDX as of Q2 2026.

Wellington Shields Capital Management held 11,400 shares of VanEck Gold Miners ETF worth $860K as of Q2 2026.
Wellington Shields Capital Management left its VanEck Gold Miners ETF share count unchanged in Q2 2026.
VanEck Gold Miners ETF made up 0.11% of Wellington Shields Capital Management's portfolio in Q2 2026, its #125 holding.
Wellington Shields Capital Management first reported a position in VanEck Gold Miners ETF in Q2 2016 and has held it in 38 quarters since.
Wellington Shields Capital Management's VanEck Gold Miners ETF position peaked at $5.14M in Q3 2020.
1,115 funds tracked by Wall St. Rank held VanEck Gold Miners ETF as of Q2 2026.

Based on Wellington Shields Capital Management's 13F filing for Q2 2026, filed 10 Aug 2026.