SWA
GDX icon

SOA Wealth Advisors’s VanEck Gold Miners ETF GDX Stock Holding History

SOA Wealth 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 		$216K Sell
2,349
-17
-0.7% -$1.68K 0.04% 185
2025
Q4 		$203K Sell
2,366
-26
-1% -$2.05K 0.03% 202
2025
Q3 		$183K Buy
2,392
+44
+2% +$2.65K 0.03% 211
2025
Q2 		$122K Hold
2,348
– – 0.02% 255
2025
Q1 		$108K Hold
2,348
– – 0.02% 253
2024
Q4 		$79.6K Buy
2,348
+1
+0% +$38 0.01% 275
2024
Q3 		$93.5K Hold
2,347
– – 0.02% 254
2024
Q2 		$79.6K Hold
2,347
– – 0.02% 264
2024
Q1 		$74.2K Hold
2,347
– – 0.02% 267
2023
Q4 		$72.8K Buy
2,347
+1
+0% +$29 0.02% 263
2023
Q3 		$63.1K Hold
2,346
– – 0.02% 262
2023
Q2 		$70.6K Hold
2,346
– – 0.02% 261
2023
Q1 		$75.9K Hold
2,346
– – 0.02% 246
2022
Q4 		$67.2K Sell
2,346
-32
-1% -$855 0.02% 251
2022
Q3 		$57K Buy
2,378
+34
+1% +$860 0.02% 248
2022
Q2 		$64K Hold
2,344
– – 0.02% 239
2022
Q1 		$89K Hold
2,344
– – 0.02% 240
2021
Q4 		$74K Buy
2,344
+1
+0% +$32 0.02% 255
2021
Q3 		$69K Hold
2,343
– – 0.02% 271
2021
Q2 		$79K Hold
2,343
– – 0.02% 253
2021
Q1 		$76K Buy
2,343
+80
+4% +$2.73K 0.02% 227
2020
Q4 		$79K Buy
+2,263
New +$84.5K 0.02% 214

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

SOA Wealth Advisors's GDX Position: Q1 2026 in Review

SOA Wealth Advisors reduced its VanEck Gold Miners ETF (GDX) stake by 0.72% in Q1 2026, selling an estimated $1.68K and leaving 2,349 shares worth $216K. The position accounts for 0.04% of the portfolio, ranked #185.

SOA Wealth Advisors first reported a position in GDX in Q4 2020 and has held it in 22 quarters since. 1,175 funds tracked by Wall St. Rank hold GDX as of Q1 2026.

  • SOA Wealth Advisors held 2,349 shares of VanEck Gold Miners ETF worth $216K as of Q1 2026.
  • SOA Wealth Advisors sold 17 VanEck Gold Miners ETF shares in Q1 2026, an estimated $1.68K.
  • VanEck Gold Miners ETF made up 0.04% of SOA Wealth Advisors's portfolio in Q1 2026, its #185 holding.
  • SOA Wealth Advisors first reported a position in VanEck Gold Miners ETF in Q4 2020 and has held it in 22 quarters since.
  • 1,175 funds tracked by Wall St. Rank held VanEck Gold Miners ETF as of Q1 2026.

Based on SOA Wealth Advisors's 13F filing for Q1 2026, filed 20 May 2026.