EWA
GDX icon

EP Wealth Advisors’s VanEck Gold Miners ETF GDX Stock Holding History

EP Wealth 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 		$4.39M Sell
58,161
-6,081
-9% -$537K 0.02% 409
2026
Q1 		$5.9M Buy
64,242
+1,361
+2% +$134K 0.03% 285
2025
Q4 		$5.39M Buy
+62,881
New +$4.97M 0.03% 269
2025
Q2 		$3.4M Buy
65,234
+3,068
+5% +$152K 0.02% 319
2025
Q1 		$2.86M Sell
62,166
-503
-0.8% -$20.3K 0.02% 306
2024
Q4 		$2.13M Sell
62,669
-2,420
-4% -$92.8K 0.02% 348
2024
Q3 		$2.59M Buy
65,089
+4,435
+7% +$168K 0.02% 312
2024
Q2 		$2.06M Sell
60,654
-868
-1% -$29.8K 0.02% 278
2024
Q1 		$1.95M Buy
61,522
+700
+1% +$19.9K 0.02% 270
2023
Q4 		$1.89M Sell
60,822
-1,895
-3% -$55.5K 0.02% 267
2023
Q3 		$1.69M Sell
62,717
-759,832
-92% -$22.4M 0.03% 255
2023
Q2 		$2.14M Buy
+822,549
New +$26.8M 0.03% 227
2023
Q1 		– Sell
-16,249
Closed -$466K – 662
2022
Q4 		$466K Buy
+16,249
New +$434K 0.01% 391
2022
Q3 		– Sell
-15,549
Closed -$426K – 441
2022
Q2 		$426K Sell
15,549
-284
-2% -$9.58K 0.01% 404
2022
Q1 		$607K Buy
15,833
+2,284
+17% +$77.6K 0.01% 343
2021
Q4 		$434K Buy
13,549
+1,600
+13% +$51.1K 0.01% 386
2021
Q3 		$352K Buy
11,949
+250
+2% +$8.15K 0.01% 402
2021
Q2 		$398K Sell
11,699
-6,516
-36% -$238K 0.01% 382
2021
Q1 		$592K Sell
18,215
-720
-4% -$24.5K 0.02% 295
2020
Q4 		$682K Buy
18,935
+11,305
+148% +$422K 0.02% 225
2020
Q3 		$299K Buy
+7,630
New +$311K 0.01% 292
2020
Q2 		– Sell
-8,830
Closed -$290K – 281
2020
Q1 		$203K Buy
8,830
+1,100
+14% +$30.1K 0.01% 350
2019
Q4 		$226K Buy
+7,730
New +$211K 0.01% 372

Other funds holding GDX

Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
BSL
Blue Sparrow LLC Dover, Delaware $10.3B AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

EP Wealth Advisors's GDX Position: Q2 2026 in Review

EP Wealth Advisors reduced its VanEck Gold Miners ETF (GDX) stake by 9.5% in Q2 2026, selling an estimated $537K and leaving 58,161 shares worth $4.39M. The position accounts for 0.02% of the portfolio, ranked #409.

EP Wealth Advisors first reported a position in GDX in Q4 2019 and has held it in 23 quarters since. The position peaked at $5.9M in Q1 2026. 1,115 funds tracked by Wall St. Rank hold GDX as of Q2 2026.

  • EP Wealth Advisors held 58,161 shares of VanEck Gold Miners ETF worth $4.39M as of Q2 2026.
  • EP Wealth Advisors sold 6,081 VanEck Gold Miners ETF shares in Q2 2026, an estimated $537K.
  • VanEck Gold Miners ETF made up 0.02% of EP Wealth Advisors's portfolio in Q2 2026, its #409 holding.
  • EP Wealth Advisors first reported a position in VanEck Gold Miners ETF in Q4 2019 and has held it in 23 quarters since.
  • EP Wealth Advisors's VanEck Gold Miners ETF position peaked at $5.9M in Q1 2026.
  • 1,115 funds tracked by Wall St. Rank held VanEck Gold Miners ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.