Mark Sheptoff Financial Planning’s VanEck Gold Miners ETF GDX Stock Holding History

Mark Sheptoff Financial Planning’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	$118K	Sell	1,558 -100	-6%	-$8.84K	0.06%	124
2026 Q1	$142K	Hold	1,658	–	–	0.08%	116
2025 Q4	$142K	Buy	1,658 +3	+0.2%	+$237	0.07%	117
2025 Q3	$126K	Hold	1,655	–	–	0.06%	124
2025 Q2	$86.2K	Sell	1,655 -970	-37%	-$48.1K	0.05%	141
2025 Q1	$121K	Buy	2,625 +2,325	+775%	+$94K	0.07%	108
2024 Q4	$10.2K	Hold	300	–	–	0.01%	313
2024 Q3	$11.9K	Hold	300	–	–	0.01%	293
2024 Q2	$10.2K	Buy	+300	New	+$10.3K	0.01%	314

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

Mark Sheptoff Financial Planning's GDX Position: Q2 2026 in Review

Mark Sheptoff Financial Planning reduced its VanEck Gold Miners ETF (GDX) stake by 6% in Q2 2026, selling an estimated $8.84K and leaving 1,558 shares worth $118K. The position accounts for 0.06% of the portfolio, ranked #124.

Mark Sheptoff Financial Planning first reported a position in GDX in Q2 2024 and has held it in 9 quarters since. The position peaked at $142K in Q1 2026. 1,119 funds tracked by Wall St. Rank hold GDX as of Q2 2026.

Mark Sheptoff Financial Planning held 1,558 shares of VanEck Gold Miners ETF worth $118K as of Q2 2026.
Mark Sheptoff Financial Planning sold 100 VanEck Gold Miners ETF shares in Q2 2026, an estimated $8.84K.
VanEck Gold Miners ETF made up 0.06% of Mark Sheptoff Financial Planning's portfolio in Q2 2026, its #124 holding.
Mark Sheptoff Financial Planning first reported a position in VanEck Gold Miners ETF in Q2 2024 and has held it in 9 quarters since.
Mark Sheptoff Financial Planning's VanEck Gold Miners ETF position peaked at $142K in Q1 2026.
1,119 funds tracked by Wall St. Rank held VanEck Gold Miners ETF as of Q2 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2026, filed 13 Aug 2026.