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Joule Financial’s VanEck Gold Miners ETF GDX Stock Holding History

Joule Financial’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
2025
Q2 		– Sell
-38,491
Closed -$1.77M – 112
2025
Q1 		$1.77M Sell
38,491
-8,148
-17% -$329K 0.62% 26
2024
Q4 		$1.58M Buy
46,639
+7,036
+18% +$270K 0.56% 27
2024
Q3 		$1.58M Buy
39,603
+10,266
+35% +$389K 0.57% 24
2024
Q2 		$995K Sell
29,337
-823
-3% -$28.2K 0.4% 31
2024
Q1 		$954K Sell
30,160
-3,141
-9% -$89.2K 0.39% 32
2023
Q4 		$1.03M Buy
33,301
+2,640
+9% +$77.3K 0.48% 31
2023
Q3 		$825K Buy
30,661
+21,206
+224% +$625K 0.42% 34
2023
Q2 		$285K Sell
9,455
-221
-2% -$7.2K 0.15% 76
2023
Q1 		$313K Sell
9,676
-61
-0.6% -$1.84K 0.17% 71
2022
Q4 		$279K Sell
9,737
-11,686
-55% -$312K 0.19% 74
2022
Q3 		$517K Sell
21,423
-2,282
-10% -$57.7K 0.39% 44
2022
Q2 		$649K Buy
+23,705
New +$800K 0.51% 33

Other funds holding GDX

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return

Joule Financial's GDX Position: Q2 2025 in Review

Joule Financial sold out of VanEck Gold Miners ETF (GDX) in Q2 2025, closing a stake of 38,491 shares — an estimated $1.77M sold.

Joule Financial first reported a position in GDX in Q2 2022 and held it in 12 quarters. The position peaked at $1.77M in Q1 2025. 938 funds tracked by Wall St. Rank hold GDX as of Q2 2025.

  • Joule Financial reported no remaining VanEck Gold Miners ETF position as of Q2 2025 after selling out during the quarter.
  • Joule Financial sold 38,491 VanEck Gold Miners ETF shares in Q2 2025, an estimated $1.77M.
  • Joule Financial first reported a position in VanEck Gold Miners ETF in Q2 2022 and held it in 12 quarters.
  • Joule Financial's VanEck Gold Miners ETF position peaked at $1.77M in Q1 2025.
  • 938 funds tracked by Wall St. Rank held VanEck Gold Miners ETF as of Q2 2025.

Based on Joule Financial's 13F filing for Q2 2025, filed 22 Jul 2025.