PF
GDX icon

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

PlanVest 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 		$40.6K Hold
538
– – 0.03% 252
2026
Q1 		$49.4K Buy
+538
New +$53K 0.04% 211

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

PlanVest Financial's GDX Position: Q2 2026 in Review

PlanVest Financial held its VanEck Gold Miners ETF (GDX) position steady in Q2 2026 at 538 shares worth $40.6K. The position accounts for 0.03% of the portfolio, ranked #252.

PlanVest Financial first reported a position in GDX in Q1 2026 and has held it in 2 quarters since. The position peaked at $49.4K in Q1 2026. 1,093 funds tracked by Wall St. Rank hold GDX as of Q2 2026.

  • PlanVest Financial held 538 shares of VanEck Gold Miners ETF worth $40.6K as of Q2 2026.
  • PlanVest Financial left its VanEck Gold Miners ETF share count unchanged in Q2 2026.
  • VanEck Gold Miners ETF made up 0.03% of PlanVest Financial's portfolio in Q2 2026, its #252 holding.
  • PlanVest Financial first reported a position in VanEck Gold Miners ETF in Q1 2026 and has held it in 2 quarters since.
  • PlanVest Financial's VanEck Gold Miners ETF position peaked at $49.4K in Q1 2026.
  • 1,093 funds tracked by Wall St. Rank held VanEck Gold Miners ETF as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.