Phoenix Financial’s VanEck Gold Miners ETF GDX Stock Holding History

Phoenix Financial’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	$30.9M	Buy	+409,800	New	+$36.2M	0.21%	72
2023 Q1	–	Sell	-1,415,000	Closed	-$40.6M	–	308
2022 Q4	$40.6M	Buy	+1,415,000	New	+$37.8M	0.79%	40
2022 Q3	–	Sell	-46,934	Closed	-$1.28M	–	348
2022 Q2	$1.28M	Buy	+46,934	New	+$1.58M	0.03%	203
2021 Q1	–	Sell	-1,393,960	Closed	-$50.1M	–	427
2020 Q4	$50.1M	Sell	1,393,960 -490,000	-26%	-$18.3M	1.34%	16
2020 Q3	$69.6M	Buy	1,883,960 +143,565	+8%	+$5.85M	2.91%	2
2020 Q2	$60.6M	Buy	1,740,395 +230,395	+15%	+$7.58M	2.57%	2
2020 Q1	$34M	Buy	1,510,000 +350,000	+30%	+$9.58M	1.72%	7
2019 Q4	$33.7M	Buy	1,160,000 +1,069,950	+1,188%	+$29.2M	1.41%	17
2019 Q3	$2.36M	Buy	+90,050	New	+$2.52M	0.11%	129

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

Phoenix Financial's GDX Position: Q2 2026 in Review

Phoenix Financial opened a new position in VanEck Gold Miners ETF (GDX) in Q2 2026: 409,800 shares worth $30.9M. The stake represents 0.21% of the portfolio and ranks #72 among its holdings. This is a return to the name: Phoenix Financial previously reported a position in GDX as recently as Q4 2022.

Phoenix Financial first reported a position in GDX in Q3 2019 and has held it in 9 quarters since. The position peaked at $69.6M in Q3 2020. 1,122 funds tracked by Wall St. Rank hold GDX as of Q2 2026.

Phoenix Financial held 409,800 shares of VanEck Gold Miners ETF worth $30.9M as of Q2 2026.
VanEck Gold Miners ETF was a new Phoenix Financial position in Q2 2026.
VanEck Gold Miners ETF made up 0.21% of Phoenix Financial's portfolio in Q2 2026, its #72 holding.
Phoenix Financial first reported a position in VanEck Gold Miners ETF in Q3 2019 and has held it in 9 quarters since.
Phoenix Financial's VanEck Gold Miners ETF position peaked at $69.6M in Q3 2020.
1,122 funds tracked by Wall St. Rank held VanEck Gold Miners ETF as of Q2 2026.

Based on Phoenix Financial's 13F filing for Q2 2026, filed 11 Aug 2026.