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

MGB 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
2025
Q4 		$355K Buy
4,141
+2,951
+248% +$233K 0.1% 163
2025
Q3 		$90.9K Hold
1,190
– – 0.03% 254
2025
Q2 		$62K Buy
+1,190
New +$59.1K 0.02% 256

Other funds holding GDX

Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

MGB Wealth Management's GDX Position: Q4 2025 in Review

MGB Wealth Management increased its VanEck Gold Miners ETF (GDX) stake by 248% in Q4 2025, buying an estimated $233K and bringing the position to 4,141 shares worth $355K. The position accounts for 0.1% of the portfolio, ranked #163.

MGB Wealth Management first reported a position in GDX in Q2 2025 and has held it in 3 quarters since. 1,153 funds tracked by Wall St. Rank hold GDX as of Q4 2025.

  • MGB Wealth Management held 4,141 shares of VanEck Gold Miners ETF worth $355K as of Q4 2025.
  • MGB Wealth Management bought 2,951 VanEck Gold Miners ETF shares in Q4 2025, an estimated $233K.
  • VanEck Gold Miners ETF made up 0.1% of MGB Wealth Management's portfolio in Q4 2025, its #163 holding.
  • MGB Wealth Management first reported a position in VanEck Gold Miners ETF in Q2 2025 and has held it in 3 quarters since.
  • 1,153 funds tracked by Wall St. Rank held VanEck Gold Miners ETF as of Q4 2025.

Based on MGB Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.