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

IBEX 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 Q1	$636K	Buy	+5,300	New	+$692K	0.06%	139
2025 Q4	–	Sell	-5,300	Closed	-$525K	–	150
2025 Q3	$525K	Hold	5,300	–	–	0.05%	154
2025 Q2	$358K	Buy	+5,300	New	+$335K	0.04%	161
2025 Q1	–	Sell	-5,300	Closed	-$227K	–	154
2024 Q4	$227K	Buy	+5,300	New	+$257K	0.03%	193
2022 Q2	–	Sell	-5,300	Closed	-$248K	–	167
2022 Q1	$248K	Hold	5,300	–	–	0.05%	145
2021 Q4	$222K	Hold	5,300	–	–	0.04%	166
2021 Q3	$203K	Hold	5,300	–	–	0.04%	173
2021 Q2	$248K	Buy	+5,300	New	+$267K	0.05%	156
2020 Q4	–	Sell	-17,141	Closed	-$949K	–	105
2020 Q3	$949K	Buy	+17,141	New	+$988K	0.28%	83

Other funds holding GDXJ

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

LIM

Lingotto Investment Management London, United Kingdom $5.06B AUM 91.14% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

NCM

Nearwater Capital Markets Dublin 4, Dublin, Ireland $4.24B AUM 66.03% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

Jain Global New York $24.2B AUM 34.82% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

IBEX Wealth Advisors's GDXJ Position: Q1 2026 in Review

IBEX Wealth Advisors opened a new position in VanEck Junior Gold Miners ETF (GDXJ) in Q1 2026: 5,300 shares worth $636K. The stake represents 0.06% of the portfolio and ranks #139 among its holdings. This is a return to the name: IBEX Wealth Advisors previously reported a position in GDXJ as recently as Q3 2025.

IBEX Wealth Advisors first reported a position in GDXJ in Q3 2020 and has held it in 9 quarters since. The position peaked at $949K in Q3 2020. 469 funds tracked by Wall St. Rank hold GDXJ as of Q1 2026.

IBEX Wealth Advisors held 5,300 shares of VanEck Junior Gold Miners ETF worth $636K as of Q1 2026.
VanEck Junior Gold Miners ETF was a new IBEX Wealth Advisors position in Q1 2026.
VanEck Junior Gold Miners ETF made up 0.06% of IBEX Wealth Advisors's portfolio in Q1 2026, its #139 holding.
IBEX Wealth Advisors first reported a position in VanEck Junior Gold Miners ETF in Q3 2020 and has held it in 9 quarters since.
IBEX Wealth Advisors's VanEck Junior Gold Miners ETF position peaked at $949K in Q3 2020.
469 funds tracked by Wall St. Rank held VanEck Junior Gold Miners ETF as of Q1 2026.

Based on IBEX Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.