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Wescott Financial Advisory Group’s VanEck Gold Miners ETF GDX Stock Holding History

Wescott Financial Advisory Group’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
2025
Q4 		– Sell
-4,077
Closed -$311K – 190
2025
Q3 		$311K Hold
4,077
– – 0.03% 149
2025
Q2 		$212K Buy
+4,077
New +$202K 0.02% 166

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Wescott Financial Advisory Group's GDX Position: Q4 2025 in Review

Wescott Financial Advisory Group sold out of VanEck Gold Miners ETF (GDX) in Q4 2025, closing a stake of 4,077 shares — an estimated $311K sold.

Wescott Financial Advisory Group first reported a position in GDX in Q2 2025 and held it in 2 quarters. The position peaked at $311K in Q3 2025. 1,159 funds tracked by Wall St. Rank hold GDX as of Q4 2025.

  • Wescott Financial Advisory Group reported no remaining VanEck Gold Miners ETF position as of Q4 2025 after selling out during the quarter.
  • Wescott Financial Advisory Group sold 4,077 VanEck Gold Miners ETF shares in Q4 2025, an estimated $311K.
  • Wescott Financial Advisory Group first reported a position in VanEck Gold Miners ETF in Q2 2025 and held it in 2 quarters.
  • Wescott Financial Advisory Group's VanEck Gold Miners ETF position peaked at $311K in Q3 2025.
  • 1,159 funds tracked by Wall St. Rank held VanEck Gold Miners ETF as of Q4 2025.

Based on Wescott Financial Advisory Group's 13F filing for Q4 2025, filed 12 Feb 2026.