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

EverSource 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	$3.28M	Buy	43,483 +339	+0.8%	+$29.9K	0.11%	160
2026 Q1	$3.96M	Buy	43,144 +1,994	+5%	+$196K	0.12%	135
2025 Q4	$3.53M	Buy	41,150 +5,728	+16%	+$452K	0.13%	129
2025 Q3	$2.71M	Buy	35,422 +4,778	+16%	+$288K	0.11%	146
2025 Q2	$1.6M	Buy	30,644 +2,735	+10%	+$136K	0.07%	193
2025 Q1	$1.28M	Buy	27,909 +5,511	+25%	+$223K	0.07%	210
2024 Q4	$760K	Buy	22,398 +20,078	+865%	+$770K	0.04%	288
2024 Q3	$92.4K	Hold	2,320	–	–	0.01%	818
2024 Q2	$88K	Hold	2,320	–	–	0.01%	852
2024 Q1	$76.9K	Buy	2,320 +2,080	+867%	+$59.1K	0.01%	812
2023 Q4	$7.45K	Hold	240	–	–	﹤0.01%	1694
2023 Q3	$6.46K	Hold	240	–	–	﹤0.01%	1590
2023 Q2	$7.23K	Sell	240 -20	-8%	-$652	﹤0.01%	1584
2023 Q1	$8.41K	Buy	260 +100	+63%	+$3.02K	﹤0.01%	1435
2022 Q4	$4.59K	Hold	160	–	–	﹤0.01%	1643
2022 Q3	$4K	Buy	160 +20	+14%	+$506	﹤0.01%	1437
2022 Q2	$4K	Sell	140 -90	-39%	-$3.04K	﹤0.01%	1320
2022 Q1	$9K	Sell	230 -150	-39%	-$5.1K	﹤0.01%	1012
2021 Q4	$12K	Buy	+380	New	+$12.1K	﹤0.01%	888

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

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

EverSource Wealth Advisors increased its VanEck Gold Miners ETF (GDX) stake by 0.79% in Q2 2026, buying an estimated $29.9K and bringing the position to 43,483 shares worth $3.28M. The position accounts for 0.11% of the portfolio, ranked #160.

EverSource Wealth Advisors first reported a position in GDX in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.96M in Q1 2026. 1,115 funds tracked by Wall St. Rank hold GDX as of Q2 2026.

EverSource Wealth Advisors held 43,483 shares of VanEck Gold Miners ETF worth $3.28M as of Q2 2026.
EverSource Wealth Advisors bought 339 VanEck Gold Miners ETF shares in Q2 2026, an estimated $29.9K.
VanEck Gold Miners ETF made up 0.11% of EverSource Wealth Advisors's portfolio in Q2 2026, its #160 holding.
EverSource Wealth Advisors first reported a position in VanEck Gold Miners ETF in Q4 2021 and has held it in 19 quarters since.
EverSource Wealth Advisors's VanEck Gold Miners ETF position peaked at $3.96M in Q1 2026.
1,115 funds tracked by Wall St. Rank held VanEck Gold Miners ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.