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Gladstone Institutional Advisory’s VanEck Gold Miners ETF GDX Stock Holding History

Gladstone Institutional Advisory’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
Q1 		$1.13M Buy
12,325
+65
+0.5% +$6.4K 0.04% 354
2025
Q4 		$1.05M Buy
12,260
+629
+5% +$49.7K 0.04% 356
2025
Q3 		$889K Sell
11,631
-4,002
-26% -$241K 0.03% 392
2025
Q2 		$814K Sell
15,633
-285
-2% -$14.1K 0.03% 389
2025
Q1 		$732K Sell
15,918
-4,565
-22% -$185K 0.03% 388
2024
Q4 		$695K Buy
20,483
+821
+4% +$31.5K 0.03% 385
2024
Q3 		$783K Sell
19,662
-659
-3% -$25K 0.04% 360
2024
Q2 		$689K Sell
20,321
-1,316
-6% -$45.1K 0.04% 368
2024
Q1 		$684K Buy
21,637
+994
+5% +$28.2K 0.04% 356
2023
Q4 		$640K Sell
20,643
-3,925
-16% -$115K 0.04% 367
2023
Q3 		$661K Sell
24,568
-2,211
-8% -$65.2K 0.04% 342
2023
Q2 		$806K Buy
26,779
+11,931
+80% +$389K 0.05% 310
2023
Q1 		$480K Buy
14,848
+466
+3% +$14.1K 0.03% 414
2022
Q4 		$412K Sell
14,382
-962
-6% -$25.7K 0.03% 439
2022
Q3 		$370K Sell
15,344
-31
-0.2% -$784 0.03% 450
2022
Q2 		$421K Sell
15,375
-44
-0.3% -$1.48K 0.03% 449
2022
Q1 		$591K Buy
15,419
+558
+4% +$19K 0.04% 395
2021
Q4 		$476K Buy
14,861
+2,987
+25% +$95.3K 0.04% 390
2021
Q3 		$350K Buy
11,874
+2,204
+23% +$71.8K 0.03% 402
2021
Q2 		$329K Buy
9,670
+428
+5% +$15.6K 0.04% 377
2021
Q1 		$300K Buy
+9,242
New +$315K 0.05% 319
2019
Q4 		– Sell
-15,112
Closed -$404K – 277
2019
Q3 		$404K Sell
15,112
-540
-3% -$15.1K 0.1% 171
2019
Q2 		$400K Buy
+15,652
New +$345K 0.12% 168

Other funds holding GDX

Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Gladstone Institutional Advisory's GDX Position: Q1 2026 in Review

Gladstone Institutional Advisory increased its VanEck Gold Miners ETF (GDX) stake by 0.53% in Q1 2026, buying an estimated $6.4K and bringing the position to 12,325 shares worth $1.13M. The position accounts for 0.04% of the portfolio, ranked #354.

Gladstone Institutional Advisory first reported a position in GDX in Q2 2019 and has held it in 23 quarters since. 1,176 funds tracked by Wall St. Rank hold GDX as of Q1 2026.

  • Gladstone Institutional Advisory held 12,325 shares of VanEck Gold Miners ETF worth $1.13M as of Q1 2026.
  • Gladstone Institutional Advisory bought 65 VanEck Gold Miners ETF shares in Q1 2026, an estimated $6.4K.
  • VanEck Gold Miners ETF made up 0.04% of Gladstone Institutional Advisory's portfolio in Q1 2026, its #354 holding.
  • Gladstone Institutional Advisory first reported a position in VanEck Gold Miners ETF in Q2 2019 and has held it in 23 quarters since.
  • 1,176 funds tracked by Wall St. Rank held VanEck Gold Miners ETF as of Q1 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2026, filed 14 May 2026.