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

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

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. 1,118 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.
1,118 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.