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
2020 Q4	–	Sell	-2,000	Closed	-$78K	–	1731
2020 Q3	$78K	Sell	2,000 -1,000	-33%	-$40.8K	0.01%	531
2020 Q2	$110K	Buy	+3,000	New	+$98.6K	0.01%	481
2020 Q1	–	Sell	-1,500	Closed	-$44K	–	1831
2019 Q4	$44K	Buy	+1,500	New	+$41K	﹤0.01%	697
2019 Q2	–	Sell	-2,000	Closed	-$45K	–	1593
2019 Q1	$45K	Buy	+2,000	New	+$44K	0.01%	588
2018 Q4	–	Sell	-1,900	Closed	-$36K	–	1581
2018 Q3	$36K	Buy	+1,900	New	+$37.9K	﹤0.01%	617

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

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. 471 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.
471 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.