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Integrated Wealth Concepts’s VanEck Gold Miners ETF GDX Stock Holding History

Integrated Wealth Concepts’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
Q1 		$1.59M Buy
17,286
+1,635
+10% +$161K 0.01% 861
2025
Q4 		$1.34M Sell
15,651
-8,970
-36% -$709K 0.02% 655
2025
Q3 		$1.88M Buy
24,621
+345
+1% +$20.8K 0.02% 697
2025
Q2 		$1.26M Sell
24,276
-4,635
-16% -$230K 0.01% 802
2025
Q1 		$1.33M Buy
28,911
+2,588
+10% +$105K 0.02% 707
2024
Q4 		$893K Buy
26,323
+348
+1% +$13.3K 0.01% 869
2024
Q3 		$1.03M Sell
25,975
-812
-3% -$30.7K 0.01% 788
2024
Q2 		$909K Sell
26,787
-1,782
-6% -$61.1K 0.01% 802
2024
Q1 		$903K Buy
28,569
+6,946
+32% +$197K 0.01% 800
2023
Q4 		$671K Sell
21,623
-42,682
-66% -$1.25M 0.01% 882
2023
Q3 		$1.73M Sell
64,305
-135,769
-68% -$4M 0.03% 498
2023
Q2 		$6.02M Buy
200,074
+147,008
+277% +$4.79M 0.1% 208
2023
Q1 		$1.72M Buy
53,066
+39,889
+303% +$1.21M 0.04% 460
2022
Q4 		$378K Buy
13,177
+27
+0.2% +$722 0.01% 741
2022
Q3 		$317K Buy
13,150
+859
+7% +$21.7K 0.01% 716
2022
Q2 		$337K Hold
12,291
– – 0.01% 721
2022
Q1 		$471K Sell
12,291
-300
-2% -$10.2K 0.01% 584
2021
Q4 		$403K Sell
12,591
-1,740
-12% -$55.5K 0.01% 663
2021
Q3 		$422K Buy
+14,331
New +$467K 0.01% 614
2020
Q4 		– Sell
-36,543
Closed -$1.43M – 633
2020
Q3 		$1.43M Buy
36,543
+25,843
+242% +$1.05M 0.09% 163
2020
Q2 		$392K Buy
+10,700
New +$352K 0.03% 342
2020
Q1 		– Sell
-351,727
Closed -$10.3M – 440
2019
Q4 		$10.3M Buy
351,727
+182,622
+108% +$4.99M 0.87% 37
2019
Q3 		$4.52M Buy
169,105
+92,734
+121% +$2.59M 0.51% 50
2019
Q2 		$2.05M Sell
76,371
-12,832
-14% -$283K 0.27% 77
2019
Q1 		$2M Buy
+89,203
New +$1.96M 0.34% 67

Other funds holding GDX

Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Integrated Wealth Concepts's GDX Position: Q1 2026 in Review

Integrated Wealth Concepts increased its VanEck Gold Miners ETF (GDX) stake by 10% in Q1 2026, buying an estimated $161K and bringing the position to 17,286 shares worth $1.59M. The position accounts for 0.01% of the portfolio, ranked #861.

Integrated Wealth Concepts first reported a position in GDX in Q1 2019 and has held it in 25 quarters since. The position peaked at $10.3M in Q4 2019. 1,175 funds tracked by Wall St. Rank hold GDX as of Q1 2026.

  • Integrated Wealth Concepts held 17,286 shares of VanEck Gold Miners ETF worth $1.59M as of Q1 2026.
  • Integrated Wealth Concepts bought 1,635 VanEck Gold Miners ETF shares in Q1 2026, an estimated $161K.
  • VanEck Gold Miners ETF made up 0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #861 holding.
  • Integrated Wealth Concepts first reported a position in VanEck Gold Miners ETF in Q1 2019 and has held it in 25 quarters since.
  • Integrated Wealth Concepts's VanEck Gold Miners ETF position peaked at $10.3M in Q4 2019.
  • 1,175 funds tracked by Wall St. Rank held VanEck Gold Miners ETF as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.