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

Plan Group 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	–	Sell	-3,172	Closed	-$291K	–	260
2026 Q1	$291K	Buy	+3,172	New	+$313K	0.07%	173

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

Plan Group Financial's GDX Position: Q2 2026 in Review

Plan Group Financial sold out of VanEck Gold Miners ETF (GDX) in Q2 2026, closing a stake of 3,172 shares — an estimated $291K sold.

Plan Group Financial first reported a position in GDX in Q1 2026 and held it in 1 quarter. The position peaked at $291K in Q1 2026. 1,123 funds tracked by Wall St. Rank hold GDX as of Q2 2026.

Plan Group Financial reported no remaining VanEck Gold Miners ETF position as of Q2 2026 after selling out during the quarter.
Plan Group Financial sold 3,172 VanEck Gold Miners ETF shares in Q2 2026, an estimated $291K.
Plan Group Financial first reported a position in VanEck Gold Miners ETF in Q1 2026 and held it in 1 quarter.
Plan Group Financial's VanEck Gold Miners ETF position peaked at $291K in Q1 2026.
1,123 funds tracked by Wall St. Rank held VanEck Gold Miners ETF as of Q2 2026.

Based on Plan Group Financial's 13F filing for Q2 2026, filed 3 Aug 2026.