Trademark Financial Management’s VanEck Gold Miners ETF GDX Stock Holding History

Trademark Financial 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	$2.26M	Buy	29,902 +1,769	+6%	+$156K	0.92%	28
2026 Q1	$2.58M	Buy	28,133 +7,214	+34%	+$711K	1.26%	22
2025 Q4	$1.79M	Sell	20,919 -1,189	-5%	-$93.9K	0.99%	28
2025 Q3	$1.69M	Buy	22,108 +1,241	+6%	+$74.7K	0.98%	29
2025 Q2	$1.09M	Sell	20,867 -1,009	-5%	-$50.1K	0.66%	34
2025 Q1	$1.01M	Sell	21,876 -247	-1%	-$9.99K	0.77%	32
2024 Q4	$750K	Buy	22,123 +2,636	+14%	+$101K	0.6%	32
2024 Q3	$776K	Buy	19,487 +578	+3%	+$21.9K	0.62%	33
2024 Q2	$642K	Buy	18,909 +4,094	+28%	+$140K	0.52%	41
2024 Q1	$468K	Buy	14,815 +103	+0.7%	+$2.93K	0.39%	53
2023 Q4	$456K	Buy	+14,712	New	+$431K	0.33%	63

Other funds holding GDX

Vanderbilt University Nashville, Tennessee $728M AUM 24.41% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

NHFG

New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

ACM

Avalon Capital Management Port Of Redwood City, California $423M AUM 54.12% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

BIA

Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Trademark Financial Management's GDX Position: Q2 2026 in Review

Trademark Financial Management increased its VanEck Gold Miners ETF (GDX) stake by 6.3% in Q2 2026, buying an estimated $156K and bringing the position to 29,902 shares worth $2.26M. The position accounts for 0.92% of the portfolio, ranked #28.

Trademark Financial Management first reported a position in GDX in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.58M in Q1 2026. 471 funds tracked by Wall St. Rank hold GDX as of Q2 2026.

Trademark Financial Management held 29,902 shares of VanEck Gold Miners ETF worth $2.26M as of Q2 2026.
Trademark Financial Management bought 1,769 VanEck Gold Miners ETF shares in Q2 2026, an estimated $156K.
VanEck Gold Miners ETF made up 0.92% of Trademark Financial Management's portfolio in Q2 2026, its #28 holding.
Trademark Financial Management first reported a position in VanEck Gold Miners ETF in Q4 2023 and has held it in 11 quarters since.
Trademark Financial Management's VanEck Gold Miners ETF position peaked at $2.58M in Q1 2026.
471 funds tracked by Wall St. Rank held VanEck Gold Miners ETF as of Q2 2026.

Based on Trademark Financial Management's 13F filing for Q2 2026, filed 27 Jul 2026.