MPWM Advisory Solutions’s VanEck Gold Miners ETF GDX Stock Holding History

MPWM Advisory Solutions’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	$87.7K	Sell	1,163 -700	-38%	-$61.8K	0.04%	160
2026 Q1	$171K	Buy	1,863 +676	+57%	+$66.6K	0.09%	113
2025 Q4	$102K	Buy	1,187 +39	+3%	+$3.08K	0.06%	127
2025 Q3	$87.7K	Hold	1,148	–	–	0.05%	125
2025 Q2	$59.7K	Sell	1,148 -38	-3%	-$1.89K	0.04%	149
2025 Q1	$54.5K	Sell	1,186 -31	-3%	-$1.25K	0.04%	143
2024 Q4	$41.3K	Buy	+1,217	New	+$46.7K	0.03%	166

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

MPWM Advisory Solutions's GDX Position: Q2 2026 in Review

MPWM Advisory Solutions reduced its VanEck Gold Miners ETF (GDX) stake by 38% in Q2 2026, selling an estimated $61.8K and leaving 1,163 shares worth $87.7K. The position accounts for 0.04% of the portfolio, ranked #160.

MPWM Advisory Solutions first reported a position in GDX in Q4 2024 and has held it in 7 quarters since. The position peaked at $171K in Q1 2026. 1,118 funds tracked by Wall St. Rank hold GDX as of Q2 2026.

MPWM Advisory Solutions held 1,163 shares of VanEck Gold Miners ETF worth $87.7K as of Q2 2026.
MPWM Advisory Solutions sold 700 VanEck Gold Miners ETF shares in Q2 2026, an estimated $61.8K.
VanEck Gold Miners ETF made up 0.04% of MPWM Advisory Solutions's portfolio in Q2 2026, its #160 holding.
MPWM Advisory Solutions first reported a position in VanEck Gold Miners ETF in Q4 2024 and has held it in 7 quarters since.
MPWM Advisory Solutions's VanEck Gold Miners ETF position peaked at $171K in Q1 2026.
1,118 funds tracked by Wall St. Rank held VanEck Gold Miners ETF as of Q2 2026.

Based on MPWM Advisory Solutions's 13F filing for Q2 2026, filed 13 Aug 2026.