Copia Wealth Management’s VanEck Gold Miners ETF GDX Stock Holding History

Copia Wealth Management’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	$465K	Sell	6,162 -50	-0.8%	-$4.42K	0.28%	69
2026 Q1	$570K	Sell	6,212 -2,626	-30%	-$259K	0.39%	60
2025 Q4	$758K	Sell	8,838 -67	-0.8%	-$5.29K	0.54%	43
2025 Q3	$680K	Buy	8,905 +430	+5%	+$25.9K	0.51%	45
2025 Q2	$441K	Sell	8,475 -1,235	-13%	-$61.3K	0.37%	55
2025 Q1	$446K	Buy	9,710 +1,457	+18%	+$58.9K	0.41%	49
2024 Q4	$280K	Buy	+8,253	New	+$317K	0.27%	71

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

Copia Wealth Management's GDX Position: Q2 2026 in Review

Copia Wealth Management reduced its VanEck Gold Miners ETF (GDX) stake by 0.8% in Q2 2026, selling an estimated $4.42K and leaving 6,162 shares worth $465K. The position accounts for 0.28% of the portfolio, ranked #69.

Copia Wealth Management first reported a position in GDX in Q4 2024 and has held it in 7 quarters since. The position peaked at $758K in Q4 2025. 1,115 funds tracked by Wall St. Rank hold GDX as of Q2 2026.

Copia Wealth Management held 6,162 shares of VanEck Gold Miners ETF worth $465K as of Q2 2026.
Copia Wealth Management sold 50 VanEck Gold Miners ETF shares in Q2 2026, an estimated $4.42K.
VanEck Gold Miners ETF made up 0.28% of Copia Wealth Management's portfolio in Q2 2026, its #69 holding.
Copia Wealth Management first reported a position in VanEck Gold Miners ETF in Q4 2024 and has held it in 7 quarters since.
Copia Wealth Management's VanEck Gold Miners ETF position peaked at $758K in Q4 2025.
1,115 funds tracked by Wall St. Rank held VanEck Gold Miners ETF as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.