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

Lodestone 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 		$35.9K Sell
475
-109
-19% -$9.63K 0.01% 343
2026
Q1 		$53.6K Sell
584
-645
-52% -$63.6K 0.02% 286
2025
Q4 		$105K Buy
+1,229
New +$97.1K 0.04% 213

Other funds holding GDX

Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
BSL
Blue Sparrow LLC Dover, Delaware $10.3B AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Lodestone Wealth Management's GDX Position: Q2 2026 in Review

Lodestone Wealth Management reduced its VanEck Gold Miners ETF (GDX) stake by 19% in Q2 2026, selling an estimated $9.63K and leaving 475 shares worth $35.9K. The position accounts for 0.01% of the portfolio, ranked #343.

Lodestone Wealth Management first reported a position in GDX in Q4 2025 and has held it in 3 quarters since. The position peaked at $105K in Q4 2025. 1,115 funds tracked by Wall St. Rank hold GDX as of Q2 2026.

  • Lodestone Wealth Management held 475 shares of VanEck Gold Miners ETF worth $35.9K as of Q2 2026.
  • Lodestone Wealth Management sold 109 VanEck Gold Miners ETF shares in Q2 2026, an estimated $9.63K.
  • VanEck Gold Miners ETF made up 0.01% of Lodestone Wealth Management's portfolio in Q2 2026, its #343 holding.
  • Lodestone Wealth Management first reported a position in VanEck Gold Miners ETF in Q4 2025 and has held it in 3 quarters since.
  • Lodestone Wealth Management's VanEck Gold Miners ETF position peaked at $105K in Q4 2025.
  • 1,115 funds tracked by Wall St. Rank held VanEck Gold Miners ETF as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.