Confluence Wealth Services’s VanEck Gold Miners ETF GDX Stock Holding History

Confluence Wealth 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 Q2	$711K	Buy	9,430 +1,047	+12%	+$92.5K	0.02%	284
2026 Q1	$769K	Hold	8,383	–	–	0.03%	221
2025 Q4	$719K	Hold	8,383	–	–	0.03%	224
2025 Q3	$640K	Hold	8,383	–	–	0.03%	220
2025 Q2	$436K	Hold	8,383	–	–	0.02%	262
2025 Q1	$409K	Hold	8,383	–	–	0.03%	254
2024 Q4	$314K	Sell	8,383 -35	-0.4%	-$1.34K	0.02%	271
2024 Q3	$335K	Hold	8,418	–	–	0.02%	267
2024 Q2	$286K	Sell	8,418 -505	-6%	-$17.3K	0.02%	304
2024 Q1	$282K	Sell	8,923 -850	-9%	-$24.2K	0.02%	276
2023 Q4	$303K	Hold	9,773	–	–	0.03%	235
2023 Q3	$263K	Hold	9,773	–	–	0.05%	221
2023 Q2	$294K	Hold	9,773	–	–	0.06%	214
2023 Q1	$316K	Sell	9,773 -125	-1%	-$3.78K	0.07%	185
2022 Q4	$284K	Hold	9,898	–	–	0.07%	190
2022 Q3	$238K	Sell	9,898 -350	-3%	-$8.85K	0.1%	196
2022 Q2	$272K	Sell	10,248 -300	-3%	-$10.1K	0.12%	210
2022 Q1	$404K	Hold	10,548	–	–	0.15%	161
2021 Q4	$337K	Buy	+10,548	New	+$337K	0.11%	176

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

Confluence Wealth Services's GDX Position: Q2 2026 in Review

Confluence Wealth Services increased its VanEck Gold Miners ETF (GDX) stake by 12% in Q2 2026, buying an estimated $92.5K and bringing the position to 9,430 shares worth $711K. The position accounts for 0.02% of the portfolio, ranked #284.

Confluence Wealth Services first reported a position in GDX in Q4 2021 and has held it in 19 quarters since. The position peaked at $769K in Q1 2026. 1,115 funds tracked by Wall St. Rank hold GDX as of Q2 2026.

Confluence Wealth Services held 9,430 shares of VanEck Gold Miners ETF worth $711K as of Q2 2026.
Confluence Wealth Services bought 1,047 VanEck Gold Miners ETF shares in Q2 2026, an estimated $92.5K.
VanEck Gold Miners ETF made up 0.02% of Confluence Wealth Services's portfolio in Q2 2026, its #284 holding.
Confluence Wealth Services first reported a position in VanEck Gold Miners ETF in Q4 2021 and has held it in 19 quarters since.
Confluence Wealth Services's VanEck Gold Miners ETF position peaked at $769K in Q1 2026.
1,115 funds tracked by Wall St. Rank held VanEck Gold Miners ETF as of Q2 2026.

Based on Confluence Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.