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 Q2	$4.3M	Buy	57,005 +7,434	+15%	+$657K	0.03%	204
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 $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

Moneta Group Investment Advisors's GDX Position: Q2 2026 in Review

Moneta Group Investment Advisors increased its VanEck Gold Miners ETF (GDX) stake by 15% in Q2 2026, buying an estimated $657K and bringing the position to 57,005 shares worth $4.3M. The position accounts for 0.03% of the portfolio, ranked #204.

Moneta Group Investment Advisors first reported a position in GDX in Q1 2018 and has held it in 11 quarters since. The position peaked at $5.14M in Q4 2025. 1,122 funds tracked by Wall St. Rank hold GDX as of Q2 2026.

Moneta Group Investment Advisors held 57,005 shares of VanEck Gold Miners ETF worth $4.3M as of Q2 2026.
Moneta Group Investment Advisors bought 7,434 VanEck Gold Miners ETF shares in Q2 2026, an estimated $657K.
VanEck Gold Miners ETF made up 0.03% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #204 holding.
Moneta Group Investment Advisors first reported a position in VanEck Gold Miners ETF in Q1 2018 and has held it in 11 quarters since.
Moneta Group Investment Advisors's VanEck Gold Miners ETF position peaked at $5.14M in Q4 2025.
1,122 funds tracked by Wall St. Rank held VanEck Gold Miners ETF as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.