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 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

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

Annex Advisory Services's GDX Position: Q2 2026 in Review

Annex Advisory Services increased its VanEck Gold Miners ETF (GDX) stake by 0.05% in Q2 2026, buying an estimated $177 and bringing the position to 4,287 shares worth $323K. The position accounts for 0.01% of the portfolio, ranked #296.

Annex Advisory Services first reported a position in GDX in Q2 2013 and has held it in 22 quarters since. The position peaked at $60.5M in Q1 2022. 1,118 funds tracked by Wall St. Rank hold GDX as of Q2 2026.

Annex Advisory Services held 4,287 shares of VanEck Gold Miners ETF worth $323K as of Q2 2026.
Annex Advisory Services bought 2 VanEck Gold Miners ETF shares in Q2 2026, an estimated $177.
VanEck Gold Miners ETF made up 0.01% of Annex Advisory Services's portfolio in Q2 2026, its #296 holding.
Annex Advisory Services first reported a position in VanEck Gold Miners ETF in Q2 2013 and has held it in 22 quarters since.
Annex Advisory Services's VanEck Gold Miners ETF position peaked at $60.5M in Q1 2022.
1,118 funds tracked by Wall St. Rank held VanEck Gold Miners ETF as of Q2 2026.

Based on Annex Advisory Services's 13F filing for Q2 2026, filed 10 Jul 2026.