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

Kingswood 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	$1.88M	Buy	24,941 +3,166	+15%	+$280K	0.08%	271
2026 Q1	$2M	Sell	21,775 -2,009	-8%	-$198K	0.09%	238
2025 Q4	$2.04M	Buy	23,784 +6,887	+41%	+$544K	0.1%	209
2025 Q3	$1.29M	Buy	16,897 +571	+3%	+$34.4K	0.08%	262
2025 Q2	$850K	Sell	16,326 -2,435	-13%	-$121K	0.07%	293
2025 Q1	$861K	Sell	18,761 -2,155	-10%	-$87.1K	0.08%	278
2024 Q4	$709K	Buy	20,916 +6,533	+45%	+$251K	0.05%	349
2024 Q3	$576K	Sell	14,383 -1,150	-7%	-$43.5K	0.04%	422
2024 Q2	$527K	Buy	15,533 +3,000	+24%	+$103K	0.05%	374
2024 Q1	$396K	Buy	12,533 +428	+4%	+$12.2K	0.05%	407
2023 Q4	$375K	Buy	+12,105	New	+$354K	0.04%	411

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

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

Kingswood Wealth Advisors increased its VanEck Gold Miners ETF (GDX) stake by 15% in Q2 2026, buying an estimated $280K and bringing the position to 24,941 shares worth $1.88M. The position accounts for 0.08% of the portfolio, ranked #271.

Kingswood Wealth Advisors first reported a position in GDX in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.04M in Q4 2025. 1,115 funds tracked by Wall St. Rank hold GDX as of Q2 2026.

Kingswood Wealth Advisors held 24,941 shares of VanEck Gold Miners ETF worth $1.88M as of Q2 2026.
Kingswood Wealth Advisors bought 3,166 VanEck Gold Miners ETF shares in Q2 2026, an estimated $280K.
VanEck Gold Miners ETF made up 0.08% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #271 holding.
Kingswood Wealth Advisors first reported a position in VanEck Gold Miners ETF in Q4 2023 and has held it in 11 quarters since.
Kingswood Wealth Advisors's VanEck Gold Miners ETF position peaked at $2.04M in Q4 2025.
1,115 funds tracked by Wall St. Rank held VanEck Gold Miners ETF as of Q2 2026.

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