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Capital Advisors Inc’s VanEck Gold Miners ETF GDX Stock Holding History

Capital Advisors Inc’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 Sell
4,284
-5,474
-56% -$484K ﹤0.01% 296
2026
Q1 		$895K Buy
9,758
+23
+0.2% +$2.27K 0.01% 170
2025
Q4 		$835K Buy
9,735
+1,500
+18% +$118K 0.01% 170
2025
Q3 		$629K Buy
+8,235
New +$496K 0.01% 185

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

Capital Advisors Inc's GDX Position: Q2 2026 in Review

Capital Advisors Inc reduced its VanEck Gold Miners ETF (GDX) stake by 56% in Q2 2026, selling an estimated $484K and leaving 4,284 shares worth $323K. The position accounts for ﹤0.01% of the portfolio, ranked #296.

Capital Advisors Inc first reported a position in GDX in Q3 2025 and has held it in 4 quarters since. The position peaked at $895K in Q1 2026. 1,115 funds tracked by Wall St. Rank hold GDX as of Q2 2026.

  • Capital Advisors Inc held 4,284 shares of VanEck Gold Miners ETF worth $323K as of Q2 2026.
  • Capital Advisors Inc sold 5,474 VanEck Gold Miners ETF shares in Q2 2026, an estimated $484K.
  • VanEck Gold Miners ETF made up ﹤0.01% of Capital Advisors Inc's portfolio in Q2 2026, its #296 holding.
  • Capital Advisors Inc first reported a position in VanEck Gold Miners ETF in Q3 2025 and has held it in 4 quarters since.
  • Capital Advisors Inc's VanEck Gold Miners ETF position peaked at $895K in Q1 2026.
  • 1,115 funds tracked by Wall St. Rank held VanEck Gold Miners ETF as of Q2 2026.

Based on Capital Advisors Inc's 13F filing for Q2 2026, filed 23 Jul 2026.