Principia Wealth Advisory’s VanEck Gold Miners ETF GDX Stock Holding History

Principia Wealth Advisory’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	$422K	Hold	5,588	–	–	0.21%	54
2026 Q1	$513K	Hold	5,588	–	–	0.29%	44
2025 Q4	$479K	Buy	5,588 +38	+0.7%	+$3K	0.3%	45
2025 Q3	$424K	Hold	5,550	–	–	0.29%	47
2025 Q2	$289K	Hold	5,550	–	–	0.24%	48
2025 Q1	$250K	Hold	5,550	–	–	0.24%	44
2024 Q4	$188K	Buy	+5,550	New	+$213K	0.18%	51

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

Principia Wealth Advisory's GDX Position: Q2 2026 in Review

Principia Wealth Advisory held its VanEck Gold Miners ETF (GDX) position steady in Q2 2026 at 5,588 shares worth $422K. The position accounts for 0.21% of the portfolio, ranked #54.

Principia Wealth Advisory first reported a position in GDX in Q4 2024 and has held it in 7 quarters since. The position peaked at $513K in Q1 2026. 1,118 funds tracked by Wall St. Rank hold GDX as of Q2 2026.

Principia Wealth Advisory held 5,588 shares of VanEck Gold Miners ETF worth $422K as of Q2 2026.
Principia Wealth Advisory left its VanEck Gold Miners ETF share count unchanged in Q2 2026.
VanEck Gold Miners ETF made up 0.21% of Principia Wealth Advisory's portfolio in Q2 2026, its #54 holding.
Principia Wealth Advisory first reported a position in VanEck Gold Miners ETF in Q4 2024 and has held it in 7 quarters since.
Principia Wealth Advisory's VanEck Gold Miners ETF position peaked at $513K in Q1 2026.
1,118 funds tracked by Wall St. Rank held VanEck Gold Miners ETF as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.