GA
GDX icon

GoalVest Advisory’s VanEck Gold Miners ETF GDX Stock Holding History

GoalVest 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 		$27K Hold
358
– – 0.01% 279
2026
Q1 		$32.9K Sell
358
-52
-13% -$5.12K 0.01% 270
2025
Q4 		$35.2K Sell
410
-797
-66% -$63K 0.01% 275
2025
Q3 		$92.2K Hold
1,207
– – 0.02% 177
2025
Q2 		$62.8K Hold
1,207
– – 0.02% 191
2025
Q1 		$55.5K Hold
1,207
– – 0.02% 179
2024
Q4 		$40.9K Hold
1,207
– – 0.01% 199
2024
Q3 		$48.1K Hold
1,207
– – 0.01% 196
2024
Q2 		$41K Hold
1,207
– – 0.01% 186
2024
Q1 		$38.2K Sell
1,207
-853
-41% -$24.2K 0.01% 213
2023
Q4 		$63.9K Buy
2,060
+126
+7% +$3.69K 0.03% 121
2023
Q3 		$52K Buy
1,934
+339
+21% +$9.99K 0.03% 141
2023
Q2 		$48K Buy
+1,595
New +$52K 0.02% 141

Other funds holding GDX

ACM
Avalon Capital Management Port Of Redwood City, California $423M AUM 54.12% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
BIA
Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
WH
Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
1WA
180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

GoalVest Advisory's GDX Position: Q2 2026 in Review

GoalVest Advisory held its VanEck Gold Miners ETF (GDX) position steady in Q2 2026 at 358 shares worth $27K. The position accounts for 0.01% of the portfolio, ranked #279.

GoalVest Advisory first reported a position in GDX in Q2 2023 and has held it in 13 quarters since. The position peaked at $92.2K in Q3 2025. 170 funds tracked by Wall St. Rank hold GDX as of Q2 2026.

  • GoalVest Advisory held 358 shares of VanEck Gold Miners ETF worth $27K as of Q2 2026.
  • GoalVest Advisory left its VanEck Gold Miners ETF share count unchanged in Q2 2026.
  • VanEck Gold Miners ETF made up 0.01% of GoalVest Advisory's portfolio in Q2 2026, its #279 holding.
  • GoalVest Advisory first reported a position in VanEck Gold Miners ETF in Q2 2023 and has held it in 13 quarters since.
  • GoalVest Advisory's VanEck Gold Miners ETF position peaked at $92.2K in Q3 2025.
  • 170 funds tracked by Wall St. Rank held VanEck Gold Miners ETF as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.