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Willner & Heller’s VanEck Gold Miners ETF GDX Stock Holding History

Willner & Heller’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 		$338K Buy
4,474
+912
+26% +$80.6K 0.21% 126
2026
Q1 		$327K Sell
3,562
-237
-6% -$23.4K 0.24% 121
2025
Q4 		$326K Buy
3,799
+79
+2% +$6.24K 0.23% 124
2025
Q3 		$284K Buy
+3,720
New +$224K 0.22% 132

Other funds holding GDX

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
BIA
Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
WH
Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
1WA
180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

Willner & Heller's GDX Position: Q2 2026 in Review

Willner & Heller increased its VanEck Gold Miners ETF (GDX) stake by 26% in Q2 2026, buying an estimated $80.6K and bringing the position to 4,474 shares worth $338K. The position accounts for 0.21% of the portfolio, ranked #126.

Willner & Heller first reported a position in GDX in Q3 2025 and has held it in 4 quarters since. 170 funds tracked by Wall St. Rank hold GDX as of Q2 2026.

  • Willner & Heller held 4,474 shares of VanEck Gold Miners ETF worth $338K as of Q2 2026.
  • Willner & Heller bought 912 VanEck Gold Miners ETF shares in Q2 2026, an estimated $80.6K.
  • VanEck Gold Miners ETF made up 0.21% of Willner & Heller's portfolio in Q2 2026, its #126 holding.
  • Willner & Heller first reported a position in VanEck Gold Miners ETF in Q3 2025 and has held it in 4 quarters since.
  • 170 funds tracked by Wall St. Rank held VanEck Gold Miners ETF as of Q2 2026.

Based on Willner & Heller's 13F filing for Q2 2026, filed 7 Jul 2026.