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
2025 Q3	–	Sell	-3,000	Closed	-$156K	–	990
2025 Q2	$156K	Sell	3,000 -2,000	-40%	-$99.3K	0.13%	71
2025 Q1	$225K	Buy	+5,000	New	+$202K	0.22%	45

Other funds holding GDX

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Principia Wealth Advisory's GDX Position: Q4 2025 in Review

Principia Wealth Advisory increased its VanEck Gold Miners ETF (GDX) stake by 0.68% in Q4 2025, buying an estimated $3K and bringing the position to 5,588 shares worth $479K. The position accounts for 0.3% of the portfolio, ranked #45.

Principia Wealth Advisory first reported a position in GDX in Q4 2024 and has held it in 5 quarters since. 1,153 funds tracked by Wall St. Rank hold GDX as of Q4 2025.

Principia Wealth Advisory held 5,588 shares of VanEck Gold Miners ETF worth $479K as of Q4 2025.
Principia Wealth Advisory bought 38 VanEck Gold Miners ETF shares in Q4 2025, an estimated $3K.
VanEck Gold Miners ETF made up 0.3% of Principia Wealth Advisory's portfolio in Q4 2025, its #45 holding.
Principia Wealth Advisory first reported a position in VanEck Gold Miners ETF in Q4 2024 and has held it in 5 quarters since.
1,153 funds tracked by Wall St. Rank held VanEck Gold Miners ETF as of Q4 2025.

Based on Principia Wealth Advisory's 13F filing for Q4 2025, filed 10 Feb 2026.