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

Concurrent 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	$3.36M	Sell	44,524 -3,925	-8%	-$347K	0.03%	549
2026 Q1	$4.45M	Buy	48,449 +10,921	+29%	+$1.08M	0.05%	383
2025 Q4	$3.22M	Buy	37,528 +3,136	+9%	+$248K	0.04%	434
2025 Q3	$2.63M	Sell	34,392 -237,231	-87%	-$14.3M	0.05%	390
2025 Q2	$14.1M	Buy	271,623 +231,028	+569%	+$11.5M	0.27%	83
2025 Q1	$1.87M	Buy	40,595 +6,893	+20%	+$279K	0.05%	376
2024 Q4	$1.14M	Buy	33,702 +11,030	+49%	+$423K	0.03%	457
2024 Q3	$903K	Buy	+22,672	New	+$858K	0.03%	489

Other funds holding GDX

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

BSL

Blue Sparrow LLC Dover, Delaware $10.3B AUM

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Concurrent Investment Advisors reduced its VanEck Gold Miners ETF (GDX) stake by 8.1% in Q2 2026, selling an estimated $347K and leaving 44,524 shares worth $3.36M. The position accounts for 0.03% of the portfolio, ranked #549.

Concurrent Investment Advisors first reported a position in GDX in Q3 2024 and has held it in 8 quarters since. The position peaked at $14.1M in Q2 2025. 1,115 funds tracked by Wall St. Rank hold GDX as of Q2 2026.

Concurrent Investment Advisors held 44,524 shares of VanEck Gold Miners ETF worth $3.36M as of Q2 2026.
Concurrent Investment Advisors sold 3,925 VanEck Gold Miners ETF shares in Q2 2026, an estimated $347K.
VanEck Gold Miners ETF made up 0.03% of Concurrent Investment Advisors's portfolio in Q2 2026, its #549 holding.
Concurrent Investment Advisors first reported a position in VanEck Gold Miners ETF in Q3 2024 and has held it in 8 quarters since.
Concurrent Investment Advisors's VanEck Gold Miners ETF position peaked at $14.1M in Q2 2025.
1,115 funds tracked by Wall St. Rank held VanEck Gold Miners ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.