Annex Advisory Services’s VanEck Gold Miners ETF GDX Stock Holding History

Annex Advisory Services’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 Q3	$364K	Sell	4,143 -144	-3%	-$12.6K	0.01%	302
2026 Q2	$323K	Buy	4,287 +2	+0%	+$177	0.01%	296
2026 Q1	$393K	Sell	4,285 -130	-3%	-$12.8K	0.01%	276
2025 Q4	$379K	Buy	4,415 +40	+0.9%	+$3.16K	0.01%	271
2025 Q3	$334K	Sell	4,375 -14	-0.3%	-$843	0.01%	247
2025 Q2	$228K	Sell	4,389 -369	-8%	-$18.3K	0.01%	287
2025 Q1	$219K	Buy	+4,758	New	+$192K	0.01%	280
2024 Q4	–	Sell	-5,633	Closed	-$224K	–	318
2024 Q3	$224K	Buy	+5,633	New	+$213K	0.01%	265
2024 Q2	–	Sell	-6,519	Closed	-$206K	–	294
2024 Q1	$206K	Sell	6,519 -5,001	-43%	-$142K	0.01%	269
2023 Q4	$357K	Sell	11,520 -2,588	-18%	-$75.7K	0.01%	196
2023 Q3	$380K	Sell	14,108 -1,384,196	-99%	-$40.8M	0.02%	165
2023 Q2	$42.1M	Sell	1,398,304 -143,460	-9%	-$4.67M	2.34%	11
2023 Q1	$49.9M	Sell	1,541,764 -3,469	-0.2%	-$105K	2.67%	10
2022 Q4	$44.3M	Sell	1,545,233 -82,159	-5%	-$2.2M	2.5%	10
2022 Q3	$39.3M	Buy	1,627,392 +128,691	+9%	+$3.25M	2.65%	12
2022 Q2	$41M	Sell	1,498,701 -78,502	-5%	-$2.65M	2.96%	9
2022 Q1	$60.5M	Buy	1,577,203 +27,690	+2%	+$941K	4.43%	5
2021 Q4	$49.6M	Buy	1,549,513 +53,372	+4%	+$1.7M	3.4%	8
2021 Q3	$44.1M	Buy	1,496,141 +61,237	+4%	+$2M	3.61%	8
2021 Q2	$48.8M	Buy	1,434,904 +61,240	+4%	+$2.24M	3.95%	8
2021 Q1	$44.6M	Buy	+1,373,664	New	+$46.8M	4.3%	7
2013 Q4	–	Sell	-13,255	Closed	-$332K	–	96
2013 Q3	$332K	Sell	13,255 -966	-7%	-$25.7K	0.15%	65
2013 Q2	$348K	Buy	+14,221	New	+$416K	0.19%	67

Other funds holding GDX

MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.78% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Carrhae Capital London, United Kingdom $3.1B AUM 20.09% 1-Year Est. Return

Barry Investment Advisors New Bedford, Massachusetts $524M AUM 15.38% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

White Pine Investment Company Livonia, Michigan $480M AUM 15.28% 1-Year Est. Return

Whitcomb & Hess Ashland, Ohio $467M AUM 13.43% 1-Year Est. Return

BFI Infinity Zurich, Switzerland $212M AUM 31.86% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Annex Advisory Services's GDX Position: Q3 2026 in Review

Annex Advisory Services reduced its VanEck Gold Miners ETF (GDX) stake by 3.4% in Q3 2026, selling an estimated $12.6K and leaving 4,143 shares worth $364K. The position accounts for 0.01% of the portfolio, ranked #302.

Annex Advisory Services first reported a position in GDX in Q2 2013 and has held it in 23 quarters since. The position peaked at $60.5M in Q1 2022. 273 funds tracked by Wall St. Rank hold GDX as of Q3 2026.

Annex Advisory Services held 4,143 shares of VanEck Gold Miners ETF worth $364K as of Q3 2026.
Annex Advisory Services sold 144 VanEck Gold Miners ETF shares in Q3 2026, an estimated $12.6K.
VanEck Gold Miners ETF made up 0.01% of Annex Advisory Services's portfolio in Q3 2026, its #302 holding.
Annex Advisory Services first reported a position in VanEck Gold Miners ETF in Q2 2013 and has held it in 23 quarters since.
Annex Advisory Services's VanEck Gold Miners ETF position peaked at $60.5M in Q1 2022.
273 funds tracked by Wall St. Rank held VanEck Gold Miners ETF as of Q3 2026.

Based on Annex Advisory Services's 13F filing for Q3 2026, filed 16 Oct 2026.