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

Heartwood Wealth Advisors’s Portfolio GDXJ Stock Details GDXJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$30.4M Buy
309,297
+11,131
+4% +$1.29M 2.36% 11
2026
Q1 		$35.8M Sell
298,166
-223,806
-43% -$29.2M 3.12% 9
2025
Q4 		$59.4M Sell
521,972
-2,978
-0.6% -$308K 5.47% 3
2025
Q3 		$52M Sell
524,950
-124,556
-19% -$9.57M 4.85% 4
2025
Q2 		$43.9M Buy
649,506
+3,669
+0.6% +$232K 4.58% 5
2025
Q1 		$36.9M Sell
645,837
-92,552
-13% -$4.67M 4.22% 5
2024
Q4 		$31.6M Buy
738,389
+4,369
+0.6% +$212K 3.55% 9
2024
Q3 		$35.8M Buy
734,020
+3,975
+0.5% +$183K 3.97% 6
2024
Q2 		$30.7M Buy
730,045
+3,755
+0.5% +$160K 3.68% 9
2024
Q1 		$28.1M Buy
726,290
+73,743
+11% +$2.55M 3.46% 9
2023
Q4 		$24.7M Buy
652,547
+10,975
+2% +$387K 3.29% 8
2023
Q3 		$20.7M Buy
641,572
+10,004
+2% +$355K 3.05% 8
2023
Q2 		$22.5M Buy
631,568
+9,828
+2% +$382K 3.19% 8
2023
Q1 		$24.6M Buy
621,740
+15,091
+2% +$557K 3.66% 8
2022
Q4 		$21.6M Sell
606,649
-15,913
-3% -$524K 3.39% 8
2022
Q3 		$18.3M Buy
622,562
+612,461
+6,063% +$19M 3.18% 12
2022
Q2 		$323K Buy
10,101
+117
+1% +$4.82K 0.05% 93
2022
Q1 		$468K Buy
9,984
+1,975
+25% +$84.9K 0.07% 77
2021
Q4 		$336K Sell
8,009
-1,612
-17% -$69K 0.05% 82
2021
Q3 		$369K Sell
9,621
-249,084
-96% -$10.7M 0.06% 70
2021
Q2 		$12.1M Buy
258,705
+250,716
+3,138% +$12.7M 1.86% 19
2021
Q1 		$360K Sell
7,989
-3,134
-28% -$154K 0.06% 64
2020
Q4 		$603K Sell
11,123
-90
-0.8% -$4.88K 0.1% 46
2020
Q3 		$621K Buy
11,213
+814
+8% +$46.9K 0.12% 39
2020
Q2 		$516K Buy
10,399
+396
+4% +$16.8K 0.1% 40
2020
Q1 		$281K Buy
10,003
+1,252
+14% +$47.6K 0.07% 54
2019
Q4 		$370K Buy
+8,751
New +$334K 0.07% 63

Other funds holding GDXJ

Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
JG
Jain Global New York $25.4B AUM 45.67% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Heartwood Wealth Advisors increased its VanEck Junior Gold Miners ETF (GDXJ) stake by 3.7% in Q2 2026, buying an estimated $1.29M and bringing the position to 309,297 shares worth $30.4M. The position accounts for 2.36% of the portfolio, ranked #11.

Heartwood Wealth Advisors first reported a position in GDXJ in Q4 2019 and has held it in 27 quarters since. The position peaked at $59.4M in Q4 2025. 455 funds tracked by Wall St. Rank hold GDXJ as of Q2 2026.

  • Heartwood Wealth Advisors held 309,297 shares of VanEck Junior Gold Miners ETF worth $30.4M as of Q2 2026.
  • Heartwood Wealth Advisors bought 11,131 VanEck Junior Gold Miners ETF shares in Q2 2026, an estimated $1.29M.
  • VanEck Junior Gold Miners ETF made up 2.36% of Heartwood Wealth Advisors's portfolio in Q2 2026, its #11 holding.
  • Heartwood Wealth Advisors first reported a position in VanEck Junior Gold Miners ETF in Q4 2019 and has held it in 27 quarters since.
  • Heartwood Wealth Advisors's VanEck Junior Gold Miners ETF position peaked at $59.4M in Q4 2025.
  • 455 funds tracked by Wall St. Rank held VanEck Junior Gold Miners ETF as of Q2 2026.

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