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Realta Investment Advisors’s VanEck Gold Miners ETF GDX Stock Holding History

Realta Investment Advisors’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
Q1 		$2.54M Sell
27,728
-5,234
-16% -$516K 0.88% 25
2025
Q4 		$2.83M Sell
32,962
-2,051
-6% -$162K 0.93% 24
2025
Q3 		$2.67M Hold
35,013
– – 0.89% 28
2025
Q2 		$1.82M Sell
35,013
-20,100
-36% -$998K 0.72% 35
2025
Q1 		$2.53M Hold
55,113
– – 1.15% 20
2024
Q4 		$1.93M Buy
55,113
+7,732
+16% +$297K 0.79% 30
2024
Q3 		$1.9M Sell
47,381
-35,710
-43% -$1.35M 0.88% 27
2024
Q2 		$2.82M Buy
83,091
+300
+0.4% +$10.3K 0.55% 28
2024
Q1 		$2.62M Buy
82,791
+8,424
+11% +$239K 0.54% 33
2023
Q4 		$2.31M Buy
74,367
+32,227
+76% +$943K 0.52% 34
2023
Q3 		$1.27M Hold
42,140
– – 0.29% 75
2023
Q2 		$1.27M Sell
42,140
-12,198
-22% -$397K 0.28% 81
2023
Q1 		$1.76M Sell
54,338
-7,440
-12% -$225K 0.43% 53
2022
Q4 		$1.77M Buy
61,778
+27,621
+81% +$738K 0.43% 54
2022
Q3 		$824K Buy
34,157
+340
+1% +$8.6K 0.22% 118
2022
Q2 		$952K Buy
33,817
+300
+0.9% +$10.1K 0.23% 101
2022
Q1 		$1.28M Sell
33,517
-2,475
-7% -$84.1K 0.26% 88
2021
Q4 		$1.15M Sell
35,992
-1,602
-4% -$51.1K 0.25% 95
2021
Q3 		$1.11M Sell
37,594
-902
-2% -$29.4K 0.26% 89
2021
Q2 		$1.31M Buy
38,496
+400
+1% +$14.6K 0.31% 76
2021
Q1 		$1.24M Buy
38,096
+475
+1% +$16.2K 0.33% 71
2020
Q4 		$1.35M Sell
37,621
-2,731
-7% -$102K 0.38% 57
2020
Q3 		$1.58M Buy
40,352
+2,140
+6% +$87.2K 0.53% 38
2020
Q2 		$1.4M Buy
38,212
+1,086
+3% +$35.7K 0.46% 44
2020
Q1 		$855K Buy
37,126
+2,672
+8% +$73.1K 0.37% 62
2019
Q4 		$938K Buy
34,454
+185
+0.5% +$5.06K 0.26% 84
2019
Q3 		$916K Buy
34,269
+2,450
+8% +$68.5K 0.25% 79
2019
Q2 		$819K Buy
31,819
+3,515
+12% +$77.4K 0.23% 97
2019
Q1 		$630K Buy
+28,304
New +$622K 0.29% 109

Other funds holding GDX

Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Realta Investment Advisors's GDX Position: Q1 2026 in Review

Realta Investment Advisors reduced its VanEck Gold Miners ETF (GDX) stake by 16% in Q1 2026, selling an estimated $516K and leaving 27,728 shares worth $2.54M. The position accounts for 0.88% of the portfolio, ranked #25.

Realta Investment Advisors first reported a position in GDX in Q1 2019 and has held it in 29 quarters since. The position peaked at $2.83M in Q4 2025. 1,175 funds tracked by Wall St. Rank hold GDX as of Q1 2026.

  • Realta Investment Advisors held 27,728 shares of VanEck Gold Miners ETF worth $2.54M as of Q1 2026.
  • Realta Investment Advisors sold 5,234 VanEck Gold Miners ETF shares in Q1 2026, an estimated $516K.
  • VanEck Gold Miners ETF made up 0.88% of Realta Investment Advisors's portfolio in Q1 2026, its #25 holding.
  • Realta Investment Advisors first reported a position in VanEck Gold Miners ETF in Q1 2019 and has held it in 29 quarters since.
  • Realta Investment Advisors's VanEck Gold Miners ETF position peaked at $2.83M in Q4 2025.
  • 1,175 funds tracked by Wall St. Rank held VanEck Gold Miners ETF as of Q1 2026.

Based on Realta Investment Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.