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

Valeo 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 		$254K Hold
3,368
– – 0.01% 678
2026
Q1 		$309K Sell
3,368
-172
-5% -$16.9K 0.01% 533
2025
Q4 		$304K Sell
3,540
-203
-5% -$16K 0.01% 620
2025
Q3 		$286K Buy
+3,743
New +$225K 0.01% 623
2024
Q3 		– Sell
-7,594
Closed -$258K – 716
2024
Q2 		$258K Sell
7,594
-1,000
-12% -$34.3K 0.01% 544
2024
Q1 		$285K Buy
8,594
+1,000
+13% +$28.4K 0.01% 518
2023
Q4 		$236K Buy
+7,594
New +$222K 0.01% 559
2021
Q2 		– Sell
-2,378
Closed -$77K – 1015
2021
Q1 		$77K Buy
2,378
+873
+58% +$29.7K ﹤0.01% 699
2020
Q4 		$54K Sell
1,505
-969
-39% -$36.2K ﹤0.01% 752
2020
Q3 		$97K Sell
2,474
-743
-23% -$30.3K 0.01% 479
2020
Q2 		$118K Hold
3,217
– – 0.01% 454
2020
Q1 		$91K Buy
3,217
+2,043
+174% +$55.9K 0.01% 448
2019
Q4 		$34K Sell
1,174
-94
-7% -$2.57K ﹤0.01% 781
2019
Q3 		$34K Buy
1,268
+50
+4% +$1.4K ﹤0.01% 711
2019
Q2 		$31K Buy
1,218
+50
+4% +$1.1K ﹤0.01% 729
2019
Q1 		$26K Sell
1,168
-1,400
-55% -$30.8K ﹤0.01% 706
2018
Q4 		$54K Buy
2,568
+4
+0.2% +$78 0.01% 505
2018
Q3 		$49K Hold
2,564
– – 0.01% 550
2018
Q2 		$51K Hold
2,564
– – 0.01% 537
2018
Q1 		$56K Hold
2,564
– – 0.01% 471
2017
Q4 		$60K Buy
+2,564
New +$58.3K 0.01% 438

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

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

Valeo Financial Advisors held its VanEck Gold Miners ETF (GDX) position steady in Q2 2026 at 3,368 shares worth $254K. The position accounts for 0.01% of the portfolio, ranked #678.

Valeo Financial Advisors first reported a position in GDX in Q4 2017 and has held it in 21 quarters since. The position peaked at $309K in Q1 2026. 1,115 funds tracked by Wall St. Rank hold GDX as of Q2 2026.

  • Valeo Financial Advisors held 3,368 shares of VanEck Gold Miners ETF worth $254K as of Q2 2026.
  • Valeo Financial Advisors left its VanEck Gold Miners ETF share count unchanged in Q2 2026.
  • VanEck Gold Miners ETF made up 0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #678 holding.
  • Valeo Financial Advisors first reported a position in VanEck Gold Miners ETF in Q4 2017 and has held it in 21 quarters since.
  • Valeo Financial Advisors's VanEck Gold Miners ETF position peaked at $309K in Q1 2026.
  • 1,115 funds tracked by Wall St. Rank held VanEck Gold Miners ETF as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.