TrustWell Financial Advisors’s VanEck Gold Miners ETF GDX Stock Holding History

TrustWell Financial 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 Q2	$372K	Buy	4,924 +133	+3%	+$11.8K	0.32%	54
2026 Q1	$440K	Hold	4,791	–	–	0.41%	38
2025 Q4	$411K	Buy	+4,791	New	+$378K	0.4%	47

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

TrustWell Financial Advisors's GDX Position: Q2 2026 in Review

TrustWell Financial Advisors increased its VanEck Gold Miners ETF (GDX) stake by 2.8% in Q2 2026, buying an estimated $11.8K and bringing the position to 4,924 shares worth $372K. The position accounts for 0.32% of the portfolio, ranked #54.

TrustWell Financial Advisors first reported a position in GDX in Q4 2025 and has held it in 3 quarters since. The position peaked at $440K in Q1 2026. 1,115 funds tracked by Wall St. Rank hold GDX as of Q2 2026.

TrustWell Financial Advisors held 4,924 shares of VanEck Gold Miners ETF worth $372K as of Q2 2026.
TrustWell Financial Advisors bought 133 VanEck Gold Miners ETF shares in Q2 2026, an estimated $11.8K.
VanEck Gold Miners ETF made up 0.32% of TrustWell Financial Advisors's portfolio in Q2 2026, its #54 holding.
TrustWell Financial Advisors first reported a position in VanEck Gold Miners ETF in Q4 2025 and has held it in 3 quarters since.
TrustWell Financial Advisors's VanEck Gold Miners ETF position peaked at $440K in Q1 2026.
1,115 funds tracked by Wall St. Rank held VanEck Gold Miners ETF as of Q2 2026.

Based on TrustWell Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.