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Heritage Wealth Architects’s VanEck Gold Miners ETF GDX Stock Holding History

Heritage Wealth Architects’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 		$404K Hold
5,512
– – 0.16% 53
2026
Q1 		$480K Sell
5,512
-3,178
-37% -$313K 0.2% 51
2025
Q4 		$930K Sell
8,690
-3,264
-27% -$258K 0.43% 34
2025
Q3 		$913K Sell
11,954
-2,407
-17% -$145K 0.56% 30
2025
Q2 		$748K Buy
+14,361
New +$713K 0.55% 28

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
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
WPIC
White Pine Investment Company Livonia, Michigan $469M AUM 19.3% 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

Heritage Wealth Architects's GDX Position: Q2 2026 in Review

Heritage Wealth Architects held its VanEck Gold Miners ETF (GDX) position steady in Q2 2026 at 5,512 shares worth $404K. The position accounts for 0.16% of the portfolio, ranked #53.

Heritage Wealth Architects first reported a position in GDX in Q2 2025 and has held it in 5 quarters since. The position peaked at $930K in Q4 2025. 213 funds tracked by Wall St. Rank hold GDX as of Q2 2026.

  • Heritage Wealth Architects held 5,512 shares of VanEck Gold Miners ETF worth $404K as of Q2 2026.
  • Heritage Wealth Architects left its VanEck Gold Miners ETF share count unchanged in Q2 2026.
  • VanEck Gold Miners ETF made up 0.16% of Heritage Wealth Architects's portfolio in Q2 2026, its #53 holding.
  • Heritage Wealth Architects first reported a position in VanEck Gold Miners ETF in Q2 2025 and has held it in 5 quarters since.
  • Heritage Wealth Architects's VanEck Gold Miners ETF position peaked at $930K in Q4 2025.
  • 213 funds tracked by Wall St. Rank held VanEck Gold Miners ETF as of Q2 2026.

Based on Heritage Wealth Architects's 13F filing for Q2 2026, filed 15 Jul 2026.