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Total Wealth Planning & Management’s VanEck Gold Miners ETF GDX Stock Holding History

Total Wealth Planning & Management’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
-2,312
Closed -$212K – 227
2026
Q1 		$212K Buy
+2,312
New +$228K 0.16% 183

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

Total Wealth Planning & Management's GDX Position: Q2 2026 in Review

Total Wealth Planning & Management sold out of VanEck Gold Miners ETF (GDX) in Q2 2026, closing a stake of 2,312 shares — an estimated $212K sold.

Total Wealth Planning & Management first reported a position in GDX in Q1 2026 and held it in 1 quarter. The position peaked at $212K in Q1 2026. 1,115 funds tracked by Wall St. Rank hold GDX as of Q2 2026.

  • Total Wealth Planning & Management reported no remaining VanEck Gold Miners ETF position as of Q2 2026 after selling out during the quarter.
  • Total Wealth Planning & Management sold 2,312 VanEck Gold Miners ETF shares in Q2 2026, an estimated $212K.
  • Total Wealth Planning & Management first reported a position in VanEck Gold Miners ETF in Q1 2026 and held it in 1 quarter.
  • Total Wealth Planning & Management's VanEck Gold Miners ETF position peaked at $212K in Q1 2026.
  • 1,115 funds tracked by Wall St. Rank held VanEck Gold Miners ETF as of Q2 2026.

Based on Total Wealth Planning & Management's 13F filing for Q2 2026, filed 28 Jul 2026.