Oxford Financial Group’s VanEck Gold Miners ETF GDX Stock Holding History

Oxford Financial Group’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	$203K	Hold	2,207	–	–	0.01%	243
2025 Q4	$189K	Buy	2,207 +1	+0%	+$79	0.01%	235
2025 Q3	$169K	Hold	2,206	–	–	0.01%	224
2025 Q2	$115K	Buy	2,206 +1,977	+863%	+$98.1K	0.01%	221
2025 Q1	$10.5K	Hold	229	–	–	﹤0.01%	253
2024 Q4	$7.76K	Buy	229 +3	+1%	+$115	﹤0.01%	288
2024 Q3	$9K	Hold	226	–	–	﹤0.01%	280
2024 Q2	$7.67K	Buy	+226	New	+$7.75K	﹤0.01%	306
2022 Q2	–	Sell	-219	Closed	-$8K	–	278
2022 Q1	$8K	Sell	219 -1,300	-86%	-$44.2K	﹤0.01%	247
2021 Q4	$49K	Buy	1,519 +1,304	+607%	+$41.6K	0.01%	234
2021 Q3	$6K	Hold	215	–	–	﹤0.01%	241
2021 Q2	$7K	Hold	215	–	–	﹤0.01%	219
2021 Q1	$7K	Hold	215	–	–	﹤0.01%	207
2020 Q4	$8K	Buy	215 +1	+0.5%	+$37	﹤0.01%	202
2020 Q3	$8K	Sell	214 -500	-70%	-$20.4K	﹤0.01%	180
2020 Q2	$26K	Sell	714 -3,950	-85%	-$130K	﹤0.01%	176
2020 Q1	$107K	Buy	+4,664	New	+$128K	0.02%	163

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

Oxford Financial Group's GDX Position: Q1 2026 in Review

Oxford Financial Group held its VanEck Gold Miners ETF (GDX) position steady in Q1 2026 at 2,207 shares worth $203K. The position accounts for 0.01% of the portfolio, ranked #243.

Oxford Financial Group first reported a position in GDX in Q1 2020 and has held it in 17 quarters since. 1,178 funds tracked by Wall St. Rank hold GDX as of Q1 2026.

Oxford Financial Group held 2,207 shares of VanEck Gold Miners ETF worth $203K as of Q1 2026.
Oxford Financial Group left its VanEck Gold Miners ETF share count unchanged in Q1 2026.
VanEck Gold Miners ETF made up 0.01% of Oxford Financial Group's portfolio in Q1 2026, its #243 holding.
Oxford Financial Group first reported a position in VanEck Gold Miners ETF in Q1 2020 and has held it in 17 quarters since.
1,178 funds tracked by Wall St. Rank held VanEck Gold Miners ETF as of Q1 2026.

Based on Oxford Financial Group's 13F filing for Q1 2026, filed 6 May 2026.