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

Integrated Wealth Concepts’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	$611K	Sell	5,094 -562	-10%	-$73.4K	﹤0.01%	1425
2025 Q4	$644K	Buy	5,656 +508	+10%	+$52.5K	0.01%	971
2025 Q3	$510K	Buy	5,148 +67	+1%	+$5.15K	﹤0.01%	1330
2025 Q2	$343K	Buy	+5,081	New	+$321K	﹤0.01%	1482
2020 Q4	–	Sell	-7,507	Closed	-$416K	–	634
2020 Q3	$416K	Buy	7,507 +3,116	+71%	+$180K	0.03%	389
2020 Q2	$218K	Buy	+4,391	New	+$186K	0.02%	469

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

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

Integrated Wealth Concepts reduced its VanEck Junior Gold Miners ETF (GDXJ) stake by 9.9% in Q1 2026, selling an estimated $73.4K and leaving 5,094 shares worth $611K. The position accounts for ﹤0.01% of the portfolio, ranked #1425.

Integrated Wealth Concepts first reported a position in GDXJ in Q2 2020 and has held it in 6 quarters since. The position peaked at $644K in Q4 2025. 469 funds tracked by Wall St. Rank hold GDXJ as of Q1 2026.

Integrated Wealth Concepts held 5,094 shares of VanEck Junior Gold Miners ETF worth $611K as of Q1 2026.
Integrated Wealth Concepts sold 562 VanEck Junior Gold Miners ETF shares in Q1 2026, an estimated $73.4K.
VanEck Junior Gold Miners ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1425 holding.
Integrated Wealth Concepts first reported a position in VanEck Junior Gold Miners ETF in Q2 2020 and has held it in 6 quarters since.
Integrated Wealth Concepts's VanEck Junior Gold Miners ETF position peaked at $644K in Q4 2025.
469 funds tracked by Wall St. Rank held VanEck Junior Gold Miners ETF as of Q1 2026.

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