IAM Advisory’s VanEck Gold Miners ETF GDX Stock Holding History

IAM Advisory’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	$2.9M	Sell	38,456 -2,988	-7%	-$264K	0.57%	27
2026 Q1	$3.8M	Sell	41,444 -2,847	-6%	-$281K	0.85%	18
2025 Q4	$3.8M	Sell	44,291 -2,804	-6%	-$221K	0.84%	20
2025 Q3	$3.6M	Sell	47,095 -2,574	-5%	-$155K	0.81%	20
2025 Q2	$2.59M	Buy	49,669 +1,476	+3%	+$73.3K	0.62%	22
2025 Q1	$2.22M	Sell	48,193 -623	-1%	-$25.2K	0.58%	28
2024 Q4	$1.66M	Sell	48,816 -413	-0.8%	-$15.8K	0.42%	45
2024 Q3	$1.96M	Buy	49,229 +440	+0.9%	+$16.7K	0.5%	37
2024 Q2	$1.66M	Buy	48,789 +341	+0.7%	+$11.7K	0.45%	45
2024 Q1	$1.53M	Buy	48,448 +12,269	+34%	+$349K	0.42%	45
2023 Q4	$1.12M	Buy	36,179 +1,143	+3%	+$33.5K	0.35%	43
2023 Q3	$943K	Sell	35,036 -116,756	-77%	-$3.44M	0.33%	46
2023 Q2	$4.57M	Buy	151,792 +1,455	+1%	+$47.4K	1.56%	12
2023 Q1	$4.86M	Buy	+150,337	New	+$4.55M	1.68%	11

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

IAM Advisory's GDX Position: Q2 2026 in Review

IAM Advisory reduced its VanEck Gold Miners ETF (GDX) stake by 7.2% in Q2 2026, selling an estimated $264K and leaving 38,456 shares worth $2.9M. The position accounts for 0.57% of the portfolio, ranked #27.

IAM Advisory first reported a position in GDX in Q1 2023 and has held it in 14 quarters since. The position peaked at $4.86M in Q1 2023. 1,115 funds tracked by Wall St. Rank hold GDX as of Q2 2026.

IAM Advisory held 38,456 shares of VanEck Gold Miners ETF worth $2.9M as of Q2 2026.
IAM Advisory sold 2,988 VanEck Gold Miners ETF shares in Q2 2026, an estimated $264K.
VanEck Gold Miners ETF made up 0.57% of IAM Advisory's portfolio in Q2 2026, its #27 holding.
IAM Advisory first reported a position in VanEck Gold Miners ETF in Q1 2023 and has held it in 14 quarters since.
IAM Advisory's VanEck Gold Miners ETF position peaked at $4.86M in Q1 2023.
1,115 funds tracked by Wall St. Rank held VanEck Gold Miners ETF as of Q2 2026.

Based on IAM Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.