Strategic Financial Concepts’s VanEck Gold Miners ETF GDX Stock Holding History

Strategic Financial Concepts’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	$4.93M	Buy	65,427 +1,301	+2%	+$115K	1.47%	12
2026 Q1	$5.84M	Buy	+64,126	New	+$6.32M	1.44%	14
2025 Q4	–	Sell	-61,439	Closed	-$4.69M	–	181
2025 Q3	$4.69M	Buy	61,439 +6,025	+11%	+$363K	0.68%	24
2025 Q2	$2.9M	Buy	55,414 +2,479	+5%	+$123K	0.41%	39
2025 Q1	$2.43M	Sell	52,935 -839	-2%	-$33.9K	0.46%	57
2024 Q4	$1.82M	Buy	53,774 +5,959	+12%	+$229K	0.35%	68
2024 Q3	$1.9M	Sell	47,815 -1,671,395	-97%	-$63.3M	0.61%	36
2024 Q2	$50.8K	Buy	1,719,210 +1,673,315	+3,646%	+$57.4M	0.03%	240
2024 Q1	$1.45M	Buy	+45,895	New	+$1.3M	0.35%	66
2023 Q4	–	Sell	-59,746	Closed	-$1.61M	–	186
2023 Q3	$1.61M	Sell	59,746 -2,227	-4%	-$65.7K	0.54%	51
2023 Q2	$1.87M	Buy	61,973 +1,409	+2%	+$45.9K	0.69%	39
2023 Q1	$1.96M	Buy	+60,564	New	+$1.83M	0.79%	34

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

Strategic Financial Concepts's GDX Position: Q2 2026 in Review

Strategic Financial Concepts increased its VanEck Gold Miners ETF (GDX) stake by 2% in Q2 2026, buying an estimated $115K and bringing the position to 65,427 shares worth $4.93M. The position accounts for 1.47% of the portfolio, ranked #12.

Strategic Financial Concepts first reported a position in GDX in Q1 2023 and has held it in 12 quarters since. The position peaked at $5.84M in Q1 2026. 1,115 funds tracked by Wall St. Rank hold GDX as of Q2 2026.

Strategic Financial Concepts held 65,427 shares of VanEck Gold Miners ETF worth $4.93M as of Q2 2026.
Strategic Financial Concepts bought 1,301 VanEck Gold Miners ETF shares in Q2 2026, an estimated $115K.
VanEck Gold Miners ETF made up 1.47% of Strategic Financial Concepts's portfolio in Q2 2026, its #12 holding.
Strategic Financial Concepts first reported a position in VanEck Gold Miners ETF in Q1 2023 and has held it in 12 quarters since.
Strategic Financial Concepts's VanEck Gold Miners ETF position peaked at $5.84M in Q1 2026.
1,115 funds tracked by Wall St. Rank held VanEck Gold Miners ETF as of Q2 2026.

Based on Strategic Financial Concepts's 13F filing for Q2 2026, filed 28 Jul 2026.