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Independent Wealth Advisors’s VanEck Gold Miners ETF GDX Stock Holding History

Independent Wealth Advisors’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 		$460K Sell
6,099
-150
-2% -$13.3K 0.42% 46
2026
Q1 		$573K Sell
6,249
-153
-2% -$15.1K 0.56% 35
2025
Q4 		$549K Buy
+6,402
New +$506K 0.57% 36

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
BSL
Blue Sparrow LLC Dover, Delaware $10.3B AUM
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

Independent Wealth Advisors's GDX Position: Q2 2026 in Review

Independent Wealth Advisors reduced its VanEck Gold Miners ETF (GDX) stake by 2.4% in Q2 2026, selling an estimated $13.3K and leaving 6,099 shares worth $460K. The position accounts for 0.42% of the portfolio, ranked #46.

Independent Wealth Advisors first reported a position in GDX in Q4 2025 and has held it in 3 quarters since. The position peaked at $573K in Q1 2026. 1,123 funds tracked by Wall St. Rank hold GDX as of Q2 2026.

  • Independent Wealth Advisors held 6,099 shares of VanEck Gold Miners ETF worth $460K as of Q2 2026.
  • Independent Wealth Advisors sold 150 VanEck Gold Miners ETF shares in Q2 2026, an estimated $13.3K.
  • VanEck Gold Miners ETF made up 0.42% of Independent Wealth Advisors's portfolio in Q2 2026, its #46 holding.
  • Independent Wealth Advisors first reported a position in VanEck Gold Miners ETF in Q4 2025 and has held it in 3 quarters since.
  • Independent Wealth Advisors's VanEck Gold Miners ETF position peaked at $573K in Q1 2026.
  • 1,123 funds tracked by Wall St. Rank held VanEck Gold Miners ETF as of Q2 2026.

Based on Independent Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.