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Patriot Financial Group Insurance Agency’s VanEck Gold Miners ETF GDX Stock Holding History

Patriot Financial Group Insurance Agency’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 		$1.23M Sell
16,298
-16,266
-50% -$1.44M 0.13% 190
2026
Q1 		$2.99M Buy
32,564
+11,264
+53% +$1.11M 0.17% 151
2025
Q4 		$1.83M Buy
21,300
+57
+0.3% +$4.5K 0.22% 123
2025
Q3 		$1.62M Buy
21,243
+14,630
+221% +$881K 0.21% 131
2025
Q2 		$344K Buy
+6,613
New +$328K 0.04% 376
2023
Q4 		– Sell
-72,785
Closed -$1.96M – 476
2023
Q3 		$1.96M Sell
72,785
-2,843
-4% -$83.8K 0.41% 52
2023
Q2 		$2.28M Sell
75,628
-1,341
-2% -$43.7K 0.43% 47
2023
Q1 		$2.49M Buy
+76,969
New +$2.33M 0.5% 40
2022
Q3 		– Sell
-82
Closed -$2K – 991
2022
Q2 		$2K Buy
82
+29
+55% +$978 ﹤0.01% 1756
2022
Q1 		$2K Buy
53
+12
+29% +$408 ﹤0.01% 1844
2021
Q4 		$1K Sell
41
-57
-58% -$1.82K ﹤0.01% 2033
2021
Q3 		$3K Sell
98
-85
-46% -$2.77K ﹤0.01% 1841
2021
Q2 		$6K Buy
183
+10
+6% +$365 ﹤0.01% 1588
2021
Q1 		$6K Sell
173
-66,265
-100% -$2.26M ﹤0.01% 1504
2020
Q4 		$2.39M Sell
66,438
-3,946
-6% -$147K 0.6% 21
2020
Q3 		$2.76M Buy
+70,384
New +$2.87M 0.9% 15
2018
Q1 		– Sell
-100
Closed -$2K – 962
2017
Q4 		$2K Sell
100
-70
-41% -$1.59K ﹤0.01% 860
2017
Q3 		$4K Sell
170
-50
-23% -$1.16K ﹤0.01% 732
2017
Q2 		$5K Hold
220
– – 0.01% 670
2017
Q1 		$5K Hold
220
– – 0.01% 620
2016
Q4 		$5K Buy
+220
New +$4.88K 0.01% 564

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

Patriot Financial Group Insurance Agency's GDX Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its VanEck Gold Miners ETF (GDX) stake by 50% in Q2 2026, selling an estimated $1.44M and leaving 16,298 shares worth $1.23M. The position accounts for 0.13% of the portfolio, ranked #190.

Patriot Financial Group Insurance Agency first reported a position in GDX in Q4 2016 and has held it in 21 quarters since. The position peaked at $2.99M in Q1 2026. 1,115 funds tracked by Wall St. Rank hold GDX as of Q2 2026.

  • Patriot Financial Group Insurance Agency held 16,298 shares of VanEck Gold Miners ETF worth $1.23M as of Q2 2026.
  • Patriot Financial Group Insurance Agency sold 16,266 VanEck Gold Miners ETF shares in Q2 2026, an estimated $1.44M.
  • VanEck Gold Miners ETF made up 0.13% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #190 holding.
  • Patriot Financial Group Insurance Agency first reported a position in VanEck Gold Miners ETF in Q4 2016 and has held it in 21 quarters since.
  • Patriot Financial Group Insurance Agency's VanEck Gold Miners ETF position peaked at $2.99M in Q1 2026.
  • 1,115 funds tracked by Wall St. Rank held VanEck Gold Miners ETF as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.