Moneta Group Investment Advisors’s VanEck Gold Miners ETF GDX Stock Holding History

Moneta Group Investment 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 Q1	$4.55M	Sell	49,571 -10,329	-17%	-$1.02M	0.03%	177
2025 Q4	$5.14M	Sell	59,900 -3,063	-5%	-$242K	0.04%	162
2025 Q3	$4.81M	Buy	+62,963	New	+$3.79M	0.04%	167
2023 Q2	–	Sell	-6,252	Closed	-$202K	–	555
2023 Q1	$202K	Buy	+6,252	New	+$189K	﹤0.01%	500
2022 Q2	–	Sell	-6,206	Closed	-$238K	–	480
2022 Q1	$238K	Buy	+6,206	New	+$211K	0.01%	396
2021 Q3	–	Sell	-6,474	Closed	-$220K	–	462
2021 Q2	$220K	Sell	6,474 -1,280	-17%	-$46.8K	0.01%	419
2021 Q1	$252K	Buy	7,754 +1,285	+20%	+$43.8K	0.01%	367
2020 Q4	$233K	Buy	+6,469	New	+$242K	0.02%	283
2018 Q3	–	Sell	-1,805	Closed	-$40K	–	287
2018 Q2	$40K	Buy	1,805 +1,613	+840%	+$36.1K	﹤0.01%	320
2018 Q1	$4K	Buy	+192	New	+$4.33K	﹤0.01%	530

Other funds holding GDX

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Moneta Group Investment Advisors's GDX Position: Q1 2026 in Review

Moneta Group Investment Advisors reduced its VanEck Gold Miners ETF (GDX) stake by 17% in Q1 2026, selling an estimated $1.02M and leaving 49,571 shares worth $4.55M. The position accounts for 0.03% of the portfolio, ranked #177.

Moneta Group Investment Advisors first reported a position in GDX in Q1 2018 and has held it in 10 quarters since. The position peaked at $5.14M in Q4 2025. 1,178 funds tracked by Wall St. Rank hold GDX as of Q1 2026.

Moneta Group Investment Advisors held 49,571 shares of VanEck Gold Miners ETF worth $4.55M as of Q1 2026.
Moneta Group Investment Advisors sold 10,329 VanEck Gold Miners ETF shares in Q1 2026, an estimated $1.02M.
VanEck Gold Miners ETF made up 0.03% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #177 holding.
Moneta Group Investment Advisors first reported a position in VanEck Gold Miners ETF in Q1 2018 and has held it in 10 quarters since.
Moneta Group Investment Advisors's VanEck Gold Miners ETF position peaked at $5.14M in Q4 2025.
1,178 funds tracked by Wall St. Rank held VanEck Gold Miners ETF as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.