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Root Financial Partners’s VanEck Gold Miners ETF GDX Stock Holding History

Root Financial Partners’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
-1,466
Closed -$135K – 1491
2026
Q1 		$135K Buy
1,466
+95
+7% +$9.36K 0.01% 448
2025
Q4 		$118K Sell
1,371
-179
-12% -$14.1K 0.01% 417
2025
Q3 		$118K Buy
+1,550
New +$93.3K 0.01% 391

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

Root Financial Partners's GDX Position: Q2 2026 in Review

Root Financial Partners sold out of VanEck Gold Miners ETF (GDX) in Q2 2026, closing a stake of 1,466 shares — an estimated $135K sold.

Root Financial Partners first reported a position in GDX in Q3 2025 and held it in 3 quarters. The position peaked at $135K in Q1 2026. 1,120 funds tracked by Wall St. Rank hold GDX as of Q2 2026.

  • Root Financial Partners reported no remaining VanEck Gold Miners ETF position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 1,466 VanEck Gold Miners ETF shares in Q2 2026, an estimated $135K.
  • Root Financial Partners first reported a position in VanEck Gold Miners ETF in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's VanEck Gold Miners ETF position peaked at $135K in Q1 2026.
  • 1,120 funds tracked by Wall St. Rank held VanEck Gold Miners ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.