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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 		$30.2K Hold
400
– – ﹤0.01% 2075
2026
Q1 		$36.7K Sell
400
-500
-56% -$49.3K ﹤0.01% 1888
2025
Q4 		$77.2K Buy
+900
New +$71.1K ﹤0.01% 1724
2025
Q3 		– Sell
-1,000
Closed -$52.1K – 1539
2025
Q2 		$52.1K Hold
1,000
– – ﹤0.01% 1350
2025
Q1 		$46K Buy
+1,000
New +$40.4K ﹤0.01% 1202

Other funds holding GDX

VU
Vanderbilt University Nashville, Tennessee $728M AUM 24.41% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
NHFG
New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
ACM
Avalon Capital Management Port Of Redwood City, California $423M AUM 54.12% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
BIA
Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 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. 472 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.
  • 472 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.