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Innovative Advisory Group, LLC’s VanEck Gold Miners ETF GDX Stock Holding History

Innovative Advisory Group, LLC’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 		– Sell
-3,010
Closed -$1.23M – 257
2025
Q3 		$1.23M Buy
+3,010
New +$181K 0.75% 19

Other funds holding GDX

Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
BSL
Blue Sparrow LLC Dover, Delaware $10.3B AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Innovative Advisory Group, LLC's GDX Position: Q2 2026 in Review

Innovative Advisory Group, LLC increased its VanEck Gold Miners ETF (GDX) stake by 3% in Q2 2026, buying an estimated $102K and bringing the position to 38,864 shares worth $2.93M. The position accounts for 2.22% of the portfolio, ranked #7.

Innovative Advisory Group, LLC first reported a position in GDX in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.56M in Q4 2025. 1,123 funds tracked by Wall St. Rank hold GDX as of Q2 2026.

  • Innovative Advisory Group, LLC held 38,864 shares of VanEck Gold Miners ETF worth $2.93M as of Q2 2026.
  • Innovative Advisory Group, LLC bought 1,150 VanEck Gold Miners ETF shares in Q2 2026, an estimated $102K.
  • VanEck Gold Miners ETF made up 2.22% of Innovative Advisory Group, LLC's portfolio in Q2 2026, its #7 holding.
  • Innovative Advisory Group, LLC first reported a position in VanEck Gold Miners ETF in Q4 2024 and has held it in 7 quarters since.
  • Innovative Advisory Group, LLC's VanEck Gold Miners ETF position peaked at $6.56M in Q4 2025.
  • 1,123 funds tracked by Wall St. Rank held VanEck Gold Miners ETF as of Q2 2026.

Based on Innovative Advisory Group, LLC's 13F filing for Q2 2026, filed 22 Sep 2026.