Institute for Wealth Management’s VanEck Gold Miners ETF GDX Stock Holding History

Institute for Wealth Management’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	$19.1K	Buy	+254	New	+$22.4K	﹤0.01%	1144
2020 Q1	–	Sell	-330	Closed	-$10K	–	490
2019 Q4	$10K	Buy	+330	New	+$9.02K	﹤0.01%	600
2017 Q4	–	Sell	-21,118	Closed	-$485K	–	407
2017 Q3	$485K	Sell	21,118 -2,073	-9%	-$47.9K	0.16%	187
2017 Q2	$512K	Buy	+23,191	New	+$528K	0.14%	223
2014 Q4	–	Sell	-4,692	Closed	-$102K	–	36
2014 Q3	$102K	Sell	4,692 -56,404	-92%	-$1.44M	0.1%	37
2014 Q2	$1.62M	Buy	61,096 +9,326	+18%	+$224K	1.4%	20
2014 Q1	$1.22M	Sell	51,770 -85,515	-62%	-$2.1M	1.05%	29
2013 Q4	$2.9M	Sell	137,285 -1,492	-1%	-$34.5K	2.09%	16
2013 Q3	$3.47M	Sell	138,777 -6,661	-5%	-$177K	2.39%	19
2013 Q2	$3.56M	Buy	+145,438	New	+$4.25M	2.86%	12

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

Institute for Wealth Management's GDX Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in VanEck Gold Miners ETF (GDX) in Q2 2026: 254 shares worth $19.1K. The stake represents ﹤0.01% of the portfolio and ranks #1144 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in GDX as recently as Q4 2019.

Institute for Wealth Management first reported a position in GDX in Q2 2013 and has held it in 10 quarters since. The position peaked at $3.56M in Q2 2013. 1,118 funds tracked by Wall St. Rank hold GDX as of Q2 2026.

Institute for Wealth Management held 254 shares of VanEck Gold Miners ETF worth $19.1K as of Q2 2026.
VanEck Gold Miners ETF was a new Institute for Wealth Management position in Q2 2026.
VanEck Gold Miners ETF made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1144 holding.
Institute for Wealth Management first reported a position in VanEck Gold Miners ETF in Q2 2013 and has held it in 10 quarters since.
Institute for Wealth Management's VanEck Gold Miners ETF position peaked at $3.56M in Q2 2013.
1,118 funds tracked by Wall St. Rank held VanEck Gold Miners ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.