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Independent Financial Group’s VanEck Gold Miners ETF GDX Stock Holding History

Independent Financial Group’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 		$11.4M Sell
151,131
-15,413
-9% -$1.36M 0.21% 87
2026
Q1 		$15.3M Sell
166,544
-26,094
-14% -$2.57M 0.34% 48
2025
Q4 		$16.5M Buy
192,638
+36,148
+23% +$2.86M 0.37% 41
2025
Q3 		$12M Buy
156,490
+72,910
+87% +$4.39M 0.29% 61
2025
Q2 		$4.35M Buy
83,580
+27,562
+49% +$1.37M 0.12% 165
2025
Q1 		$2.58M Sell
56,018
-89
-0.2% -$3.6K 0.09% 225
2024
Q4 		$1.9M Buy
56,107
+21,747
+63% +$834K 0.06% 309
2024
Q3 		$1.37M Buy
34,360
+3,420
+11% +$129K 0.05% 362
2024
Q2 		$1.05M Sell
30,940
-17,395
-36% -$596K 0.04% 393
2024
Q1 		$1.53M Sell
48,335
-26,238
-35% -$746K 0.07% 276
2023
Q4 		$2.31M Sell
74,573
-42,000
-36% -$1.23M 0.12% 184
2023
Q3 		$3.14M Sell
116,573
-12,417
-10% -$366K 0.2% 105
2023
Q2 		$3.88M Sell
128,990
-38,785
-23% -$1.26M 0.27% 79
2023
Q1 		$5.43M Buy
167,775
+133,550
+390% +$4.04M 0.43% 40
2022
Q4 		$981K Sell
34,225
-29,877
-47% -$799K 0.08% 239
2022
Q3 		$1.55M Buy
64,102
+2,143
+3% +$54.2K 0.14% 146
2022
Q2 		$1.7M Buy
61,959
+4,243
+7% +$143K 0.18% 133
2022
Q1 		$2.21M Buy
57,716
+26,746
+86% +$909K 0.18% 114
2021
Q4 		$992K Buy
30,970
+3,211
+12% +$102K 0.08% 254
2021
Q3 		$818K Buy
27,759
+1,225
+5% +$39.9K 0.08% 263
2021
Q2 		$902K Buy
26,534
+13,647
+106% +$499K 0.1% 238
2021
Q1 		$419K Sell
12,887
-8,795
-41% -$300K 0.05% 375
2020
Q4 		$781K Buy
21,682
+14,924
+221% +$557K 0.12% 201
2020
Q3 		$265K Buy
+6,758
New +$275K 0.05% 376

Other funds holding GDX

Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
NCM
Nearwater Capital Markets Dublin 4, Dublin, Ireland $5.8B AUM 88.72% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Independent Financial Group's GDX Position: Q2 2026 in Review

Independent Financial Group reduced its VanEck Gold Miners ETF (GDX) stake by 9.3% in Q2 2026, selling an estimated $1.36M and leaving 151,131 shares worth $11.4M. The position accounts for 0.21% of the portfolio, ranked #87.

Independent Financial Group first reported a position in GDX in Q3 2020 and has held it in 24 quarters since. The position peaked at $16.5M in Q4 2025. 1,064 funds tracked by Wall St. Rank hold GDX as of Q2 2026.

  • Independent Financial Group held 151,131 shares of VanEck Gold Miners ETF worth $11.4M as of Q2 2026.
  • Independent Financial Group sold 15,413 VanEck Gold Miners ETF shares in Q2 2026, an estimated $1.36M.
  • VanEck Gold Miners ETF made up 0.21% of Independent Financial Group's portfolio in Q2 2026, its #87 holding.
  • Independent Financial Group first reported a position in VanEck Gold Miners ETF in Q3 2020 and has held it in 24 quarters since.
  • Independent Financial Group's VanEck Gold Miners ETF position peaked at $16.5M in Q4 2025.
  • 1,064 funds tracked by Wall St. Rank held VanEck Gold Miners ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.