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

Heartwood 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	$295K	Sell	3,909 -283	-7%	-$25K	0.02%	195
2026 Q1	$385K	Sell	4,192 -963	-19%	-$94.9K	0.03%	149
2025 Q4	$442K	Hold	5,155	–	–	0.04%	125
2025 Q3	$394K	Hold	5,155	–	–	0.04%	132
2025 Q2	$268K	Sell	5,155 -1,278	-20%	-$63.4K	0.03%	158
2025 Q1	$296K	Hold	6,433	–	–	0.03%	141
2024 Q4	$218K	Buy	6,433 +36	+0.6%	+$1.38K	0.02%	159
2024 Q3	$255K	Hold	6,397	–	–	0.03%	147
2024 Q2	$217K	Hold	6,397	–	–	0.03%	164
2024 Q1	$202K	Sell	6,397 -1,500	-19%	-$42.6K	0.02%	156
2023 Q4	$245K	Buy	7,897 +7	+0.1%	+$205	0.03%	120
2023 Q3	$212K	Buy	+7,890	New	+$233K	0.03%	127
2022 Q3	–	Sell	-452,540	Closed	-$12.4M	–	113
2022 Q2	$12.4M	Buy	452,540 +5,991	+1%	+$202K	2.04%	18
2022 Q1	$17.1M	Buy	446,549 +112,103	+34%	+$3.81M	2.55%	15
2021 Q4	$10.7M	Buy	334,446 +8,980	+3%	+$287K	1.61%	20
2021 Q3	$9.59M	Buy	+325,466	New	+$10.6M	1.49%	21
2021 Q1	–	Sell	-9,990	Closed	-$360K	–	88
2020 Q4	$360K	Buy	9,990 +1,232	+14%	+$46K	0.06%	63
2020 Q3	$343K	Buy	8,758 +1,168	+15%	+$47.6K	0.07%	61
2020 Q2	$278K	Buy	+7,590	New	+$250K	0.06%	62
2020 Q1	–	Sell	-6,866	Closed	-$201K	–	70
2019 Q4	$201K	Buy	+6,866	New	+$188K	0.04%	84

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

Heartwood Wealth Advisors's GDX Position: Q2 2026 in Review

Heartwood Wealth Advisors reduced its VanEck Gold Miners ETF (GDX) stake by 6.8% in Q2 2026, selling an estimated $25K and leaving 3,909 shares worth $295K. The position accounts for 0.02% of the portfolio, ranked #195.

Heartwood Wealth Advisors first reported a position in GDX in Q4 2019 and has held it in 20 quarters since. The position peaked at $17.1M in Q1 2022. 1,118 funds tracked by Wall St. Rank hold GDX as of Q2 2026.

Heartwood Wealth Advisors held 3,909 shares of VanEck Gold Miners ETF worth $295K as of Q2 2026.
Heartwood Wealth Advisors sold 283 VanEck Gold Miners ETF shares in Q2 2026, an estimated $25K.
VanEck Gold Miners ETF made up 0.02% of Heartwood Wealth Advisors's portfolio in Q2 2026, its #195 holding.
Heartwood Wealth Advisors first reported a position in VanEck Gold Miners ETF in Q4 2019 and has held it in 20 quarters since.
Heartwood Wealth Advisors's VanEck Gold Miners ETF position peaked at $17.1M in Q1 2022.
1,118 funds tracked by Wall St. Rank held VanEck Gold Miners ETF as of Q2 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.