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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

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

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. 170 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.
  • 170 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.