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 Q2	$973K	Buy	12,902 +577	+5%	+$51K	0.03%	421
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 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

Gladstone Institutional Advisory's GDX Position: Q2 2026 in Review

Gladstone Institutional Advisory increased its VanEck Gold Miners ETF (GDX) stake by 4.7% in Q2 2026, buying an estimated $51K and bringing the position to 12,902 shares worth $973K. The position accounts for 0.03% of the portfolio, ranked #421.

Gladstone Institutional Advisory first reported a position in GDX in Q2 2019 and has held it in 24 quarters since. The position peaked at $1.13M in Q1 2026. 1,122 funds tracked by Wall St. Rank hold GDX as of Q2 2026.

Gladstone Institutional Advisory held 12,902 shares of VanEck Gold Miners ETF worth $973K as of Q2 2026.
Gladstone Institutional Advisory bought 577 VanEck Gold Miners ETF shares in Q2 2026, an estimated $51K.
VanEck Gold Miners ETF made up 0.03% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #421 holding.
Gladstone Institutional Advisory first reported a position in VanEck Gold Miners ETF in Q2 2019 and has held it in 24 quarters since.
Gladstone Institutional Advisory's VanEck Gold Miners ETF position peaked at $1.13M in Q1 2026.
1,122 funds tracked by Wall St. Rank held VanEck Gold Miners ETF as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.