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

Capital Advisory Group 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 Q1	–	Sell	-2,960	Closed	-$254K	–	64
2025 Q4	$254K	Hold	2,960	–	–	0.07%	151
2025 Q3	$226K	Buy	+2,960	New	+$178K	0.07%	168
2020 Q2	–	Sell	-425	Closed	-$10K	–	476
2020 Q1	$10K	Hold	425	–	–	0.01%	233
2019 Q4	$12K	Hold	425	–	–	0.01%	151
2019 Q3	$11K	Hold	425	–	–	0.01%	271
2019 Q2	$11K	Hold	425	–	–	0.01%	270
2019 Q1	$10K	Hold	425	–	–	0.01%	277
2018 Q4	$9K	Hold	425	–	–	0.01%	257
2018 Q3	$8K	Hold	425	–	–	0.01%	258
2018 Q2	$9K	Hold	425	–	–	0.01%	242
2018 Q1	$9K	Buy	+425	New	+$9.59K	0.01%	234

Other funds holding GDX

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Capital Advisory Group Advisory Services's GDX Position: Q1 2026 in Review

Capital Advisory Group Advisory Services sold out of VanEck Gold Miners ETF (GDX) in Q1 2026, closing a stake of 2,960 shares — an estimated $254K sold.

Capital Advisory Group Advisory Services first reported a position in GDX in Q1 2018 and held it in 11 quarters. The position peaked at $254K in Q4 2025. 1,175 funds tracked by Wall St. Rank hold GDX as of Q1 2026.

Capital Advisory Group Advisory Services reported no remaining VanEck Gold Miners ETF position as of Q1 2026 after selling out during the quarter.
Capital Advisory Group Advisory Services sold 2,960 VanEck Gold Miners ETF shares in Q1 2026, an estimated $254K.
Capital Advisory Group Advisory Services first reported a position in VanEck Gold Miners ETF in Q1 2018 and held it in 11 quarters.
Capital Advisory Group Advisory Services's VanEck Gold Miners ETF position peaked at $254K in Q4 2025.
1,175 funds tracked by Wall St. Rank held VanEck Gold Miners ETF as of Q1 2026.

Based on Capital Advisory Group Advisory Services's 13F filing for Q1 2026, filed 15 Apr 2026.