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

Avantax 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
2025 Q2	$4.46M	Sell	85,713 -82,446	-49%	-$4.09M	0.02%	485
2025 Q1	$7.73M	Buy	168,159 +18,463	+12%	+$747K	0.05%	305
2024 Q4	$5.08M	Sell	149,696 -8,042	-5%	-$309K	0.03%	397
2024 Q3	$6.28M	Buy	157,738 +32,114	+26%	+$1.22M	0.04%	333
2024 Q2	$4.26M	Buy	125,624 +12,871	+11%	+$441K	0.03%	422
2024 Q1	$3.57M	Sell	112,753 -79,617	-41%	-$2.26M	0.03%	385
2023 Q4	$5.97M	Buy	192,370 +55,734	+41%	+$1.63M	0.06%	243
2023 Q3	$3.68M	Sell	136,636 -7,032	-5%	-$207K	0.04%	313
2023 Q2	$4.33M	Buy	143,668 +46,946	+49%	+$1.53M	0.05%	286
2023 Q1	$3.13M	Buy	96,722 +10,852	+13%	+$328K	0.04%	340
2022 Q4	$2.46M	Buy	85,870 +4,687	+6%	+$125K	0.03%	364
2022 Q3	$1.96M	Buy	81,183 +3,863	+5%	+$97.7K	0.03%	379
2022 Q2	$2.12M	Buy	77,320 +12,532	+19%	+$423K	0.03%	364
2022 Q1	$2.48M	Buy	64,788 +16,427	+34%	+$558K	0.03%	330
2021 Q4	$1.55M	Buy	48,361 +2,062	+4%	+$65.8K	0.02%	412
2021 Q3	$1.36M	Sell	46,299 -805	-2%	-$26.2K	0.02%	411
2021 Q2	$1.6M	Buy	47,104 +5,018	+12%	+$183K	0.03%	380
2021 Q1	$1.37M	Buy	42,086 +5,487	+15%	+$187K	0.03%	373
2020 Q4	$1.31M	Sell	36,599 -45,525	-55%	-$1.7M	0.03%	342
2020 Q3	$3.22M	Buy	82,124 +59,637	+265%	+$2.43M	0.05%	269
2020 Q2	$823K	Buy	22,487 +2,468	+12%	+$81.2K	0.02%	378
2020 Q1	$460K	Buy	20,019 +6,106	+44%	+$167K	0.01%	456
2019 Q4	$408K	Buy	13,913 +878	+7%	+$24K	0.01%	536
2019 Q3	$349K	Sell	13,035 -2,599	-17%	-$72.7K	0.01%	396
2019 Q2	$400K	Buy	15,634 +5,364	+52%	+$118K	0.02%	333
2019 Q1	$230K	Buy	10,270 +493	+5%	+$10.8K	0.01%	423
2018 Q4	$205K	Buy	+9,777	New	+$192K	0.03%	377

Other funds holding GDX

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SPC

Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return

Avantax Advisory Services's GDX Position: Q2 2025 in Review

Avantax Advisory Services reduced its VanEck Gold Miners ETF (GDX) stake by 49% in Q2 2025, selling an estimated $4.09M and leaving 85,713 shares worth $4.46M. The position accounts for 0.02% of the portfolio, ranked #485.

Avantax Advisory Services first reported a position in GDX in Q4 2018 and has held it in 27 quarters since. The position peaked at $7.73M in Q1 2025. 938 funds tracked by Wall St. Rank hold GDX as of Q2 2025.

Avantax Advisory Services held 85,713 shares of VanEck Gold Miners ETF worth $4.46M as of Q2 2025.
Avantax Advisory Services sold 82,446 VanEck Gold Miners ETF shares in Q2 2025, an estimated $4.09M.
VanEck Gold Miners ETF made up 0.02% of Avantax Advisory Services's portfolio in Q2 2025, its #485 holding.
Avantax Advisory Services first reported a position in VanEck Gold Miners ETF in Q4 2018 and has held it in 27 quarters since.
Avantax Advisory Services's VanEck Gold Miners ETF position peaked at $7.73M in Q1 2025.
938 funds tracked by Wall St. Rank held VanEck Gold Miners ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.