Beacon Harbor Wealth Advisors’s VanEck Gold Miners ETF GDX Stock Holding History

Beacon Harbor Wealth 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
2025 Q2	–	Sell	-6,200	Closed	-$285K	–	81
2025 Q1	$285K	Sell	6,200 -2,000	-24%	-$80.9K	0.07%	62
2024 Q4	$278K	Buy	+8,200	New	+$315K	0.06%	66
2024 Q2	–	Sell	-16,500	Closed	-$522K	–	74
2024 Q1	$522K	Hold	16,500	–	–	0.14%	52
2023 Q4	$512K	Buy	16,500 +3,000	+22%	+$87.8K	0.15%	59
2023 Q3	$363K	Buy	13,500 +5,500	+69%	+$162K	0.12%	57
2023 Q2	$241K	Buy	8,000 +1,700	+27%	+$55.4K	0.08%	58
2023 Q1	$204K	Sell	6,300 -38,900	-86%	-$1.18M	0.07%	66
2022 Q4	$1.29M	Buy	+45,200	New	+$1.21M	0.44%	50

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

Beacon Harbor Wealth Advisors's GDX Position: Q2 2025 in Review

Beacon Harbor Wealth Advisors sold out of VanEck Gold Miners ETF (GDX) in Q2 2025, closing a stake of 6,200 shares — an estimated $285K sold.

Beacon Harbor Wealth Advisors first reported a position in GDX in Q4 2022 and held it in 8 quarters. The position peaked at $1.29M in Q4 2022. 938 funds tracked by Wall St. Rank hold GDX as of Q2 2025.

Beacon Harbor Wealth Advisors reported no remaining VanEck Gold Miners ETF position as of Q2 2025 after selling out during the quarter.
Beacon Harbor Wealth Advisors sold 6,200 VanEck Gold Miners ETF shares in Q2 2025, an estimated $285K.
Beacon Harbor Wealth Advisors first reported a position in VanEck Gold Miners ETF in Q4 2022 and held it in 8 quarters.
Beacon Harbor Wealth Advisors's VanEck Gold Miners ETF position peaked at $1.29M in Q4 2022.
938 funds tracked by Wall St. Rank held VanEck Gold Miners ETF as of Q2 2025.

Based on Beacon Harbor Wealth Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.