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

HCR 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 		$298K Sell
3,948
-560
-12% -$49.5K 0.03% 213
2026
Q1 		$414K Sell
4,508
-335
-7% -$33K 0.04% 169
2025
Q4 		$415K Sell
4,843
-457
-9% -$36.1K 0.04% 172
2025
Q3 		$409K Sell
5,300
-590
-10% -$35.5K 0.04% 164
2025
Q2 		$307K Sell
5,890
-2,710
-32% -$134K 0.04% 184
2025
Q1 		$395K Sell
8,600
-359
-4% -$14.5K 0.05% 162
2024
Q4 		$304K Sell
8,959
-654
-7% -$25.1K 0.04% 179
2024
Q3 		$383K Sell
9,613
-71
-0.7% -$2.69K 0.05% 162
2024
Q2 		$329K Sell
9,684
-552
-5% -$18.9K 0.05% 164
2024
Q1 		$324K Sell
10,236
-1,732
-14% -$49.2K 0.05% 162
2023
Q4 		$371K Buy
11,968
+803
+7% +$23.5K 0.06% 141
2023
Q3 		$300K Sell
11,165
-8,102
-42% -$239K 0.07% 129
2023
Q2 		$580K Sell
19,267
-913
-5% -$29.8K 0.11% 106
2023
Q1 		$653K Sell
20,180
-885
-4% -$26.8K 0.13% 99
2022
Q4 		$604K Sell
21,065
-6,788
-24% -$181K 0.13% 100
2022
Q3 		$672K Sell
27,853
-1,505
-5% -$38.1K 0.14% 94
2022
Q2 		$804K Buy
29,358
+179
+0.6% +$6.04K 0.16% 89
2022
Q1 		$1.12M Sell
29,179
-797
-3% -$27.1K 0.18% 87
2021
Q4 		$960K Sell
29,976
-4,339
-13% -$139K 0.15% 104
2021
Q3 		$1.01M Sell
34,315
-2,152
-6% -$70.1K 0.17% 100
2021
Q2 		$1.24M Sell
36,467
-5,346
-13% -$195K 0.22% 89
2021
Q1 		$1.36M Buy
+41,813
New +$1.42M 0.27% 80

Other funds holding GDX

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
1WA
180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
CC
Cultivar Capital Denton, Texas $155M AUM 16.34% 1-Year Est. Return