BFI Infinity Ltd. GDX β€” VANECK ETF TRUST

Ownership history in BFI Infinity Ltd.  Β·  5 quarters on record

AI Ownership Summary

BFI Infinity Ltd. reported VANECK ETF TRUST (GDX) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 20.07% in 2025 Q1. The latest visible filing shows GDX at 4.48% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this GDX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BFI Infinity Ltd.'s position in VANECK ETF TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

GDX was reported at 4.48% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
20.07% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How BFI Infinity Ltd. held GDX β€” position size vs. price
% of Fund (quarterly)    GDX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 53.8% +7.0% ❌ 83,874 -97,634 -53.8% 4.48% $7.2M 2026-01-14 $96.86
2025 Q3 REDUCED 29.3% +13.2% ❌ 181,508 -75,180 -29.3% 9.15% $13.9M 2025-10-28 $70.51
2025 Q2 REDUCED 36.5% +45.5% ❌ 256,688 -147,485 -36.5% 11.10% $13.4M 2025-07-17 $50.87
2025 Q1 ADDED β€” β€” β€” 404,173 +9,738 +2.5% 20.07% $18.6M 2025-04-15 $50.17
2024 Q4 INITIATED β€” β€” β€” 394,435 β€” β€” 14.53% $13.4M 2025-01-15 $36.46

FAQ About BFI Infinity Ltd. and GDX

These are the practical questions this page is built to answer before you even open the full history table.

How long has BFI Infinity Ltd. reported owning GDX?

BFI Infinity Ltd. reported GDX across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported GDX position in BFI Infinity Ltd.'s portfolio?

The largest reported portfolio weight for GDX was 20.07% in 2025 Q1.

What is the latest reported GDX position on this page?

The most recent filing on this page is 2025 Q4, when BFI Infinity Ltd. reported 83,874 shares, equal to 4.48% of portfolio, with an estimated market value of $7.2M.

What does the chart on this GDX ownership page compare?

The chart compares BFI Infinity Ltd.'s quarterly GDX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did BFI Infinity Ltd. time their GDX position?

Based on 13F filing dates vs. subsequent GDX price moves, BFI Infinity Ltd. correctly timed 2 out of 4 reported position changes (50%). The annualised alpha on GDX relative to SPY over the holding period was +126.1%.

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