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

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

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. 1,118 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.
1,118 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.