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Barry Investment Advisors’s VanEck Gold Miners ETF GDX Stock Holding History

Barry Investment Advisors’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 		$17.8M Sell
236,269
-1,287
-0.5% -$114K 3.73% 9
2026
Q1 		$21.8M Sell
237,556
-256,473
-52% -$25.3M 4.81% 6
2025
Q4 		$42.4M Sell
494,029
-36,139
-7% -$2.85M 9.43% 1
2025
Q3 		$40.5M Sell
530,168
-46,294
-8% -$2.79M 9.31% 2
2025
Q2 		$30M Buy
576,462
+237
+0% +$11.8K 7.47% 4
2025
Q1 		$26.5M Buy
576,225
+4,965
+0.9% +$201K 7.04% 4
2024
Q4 		$19.4M Buy
571,260
+11,651
+2% +$447K 6.23% 3
2024
Q3 		$22.3M Buy
559,609
+4,603
+0.8% +$174K 6.81% 3
2024
Q2 		$18.8M Sell
555,006
-6,266
-1% -$215K 6.34% 3
2024
Q1 		$17.7M Buy
561,272
+21,995
+4% +$625K 5.92% 3
2023
Q4 		$16.7M Buy
539,277
+102,568
+23% +$3M 5.66% 3
2023
Q3 		$11.8M Buy
436,709
+85,995
+25% +$2.54M 4.23% 3
2023
Q2 		$10.6M Buy
350,714
+30,961
+10% +$1.01M 3.57% 4
2023
Q1 		$10.3M Buy
319,753
+74,099
+30% +$2.24M 3.39% 5
2022
Q4 		$7.04M Buy
245,654
+116,628
+90% +$3.12M 2.22% 19
2022
Q3 		$3.11M Buy
129,026
+28,017
+28% +$708K 1.07% 32
2022
Q2 		$2.77M Buy
101,009
+38,106
+61% +$1.29M 0.83% 36
2022
Q1 		$2.41M Buy
62,903
+5,758
+10% +$196K 0.64% 36
2021
Q4 		$1.83M Buy
57,145
+18,632
+48% +$595K 0.48% 37
2021
Q3 		$1.14M Buy
38,513
+14,475
+60% +$472K 0.31% 45
2021
Q2 		$817K Buy
24,038
+7,338
+44% +$268K 0.22% 56
2021
Q1 		$543K Buy
+16,700
New +$569K 0.15% 71

Other funds holding GDX

Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
BSL
Blue Sparrow LLC Dover, Delaware $10.3B AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Barry Investment Advisors's GDX Position: Q2 2026 in Review

Barry Investment Advisors reduced its VanEck Gold Miners ETF (GDX) stake by 0.54% in Q2 2026, selling an estimated $114K and leaving 236,269 shares worth $17.8M. The position accounts for 3.73% of the portfolio, ranked #9.

Barry Investment Advisors first reported a position in GDX in Q1 2021 and has held it in 22 quarters since. The position peaked at $42.4M in Q4 2025. 1,115 funds tracked by Wall St. Rank hold GDX as of Q2 2026.

  • Barry Investment Advisors held 236,269 shares of VanEck Gold Miners ETF worth $17.8M as of Q2 2026.
  • Barry Investment Advisors sold 1,287 VanEck Gold Miners ETF shares in Q2 2026, an estimated $114K.
  • VanEck Gold Miners ETF made up 3.73% of Barry Investment Advisors's portfolio in Q2 2026, its #9 holding.
  • Barry Investment Advisors first reported a position in VanEck Gold Miners ETF in Q1 2021 and has held it in 22 quarters since.
  • Barry Investment Advisors's VanEck Gold Miners ETF position peaked at $42.4M in Q4 2025.
  • 1,115 funds tracked by Wall St. Rank held VanEck Gold Miners ETF as of Q2 2026.

Based on Barry Investment Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.