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AEM Holdings Changes image
This page summarizes the AEM holdings changes quarter over quarter among those 13F filers that have reported for the 3/31/2024 period, comparing share count change from 12/31/2023 to 3/31/2024. Share count is compared over these two periods to provide an indication of whether AEM is being accumulated or sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the long only reporting requirement).
Filer12/31/2023
 Share Count 
3/31/2024
 Share Count 
Change% Change
13F Filers Increasing AEM Share Count
Norden Group LLC 4,390 141,417 +137,027 +3121.34%
JJJ Advisors Inc. 140 709 +569 +406.43%
Financial Sense Advisors Inc. 13,198 62,330 +49,132 +372.27%
CWM LLC 5,802 9,168 +3,366 +58.01%
Bruce G. Allen Investments LLC 594 713 +119 +20.03%
Uncommon Cents Investing LLC 19,105 20,930 +1,825 +9.55%
Kohmann Bosshard Financial Services LLC 5,500 6,000 +500 +9.09%
Maryland State Retirement & Pension System 135,808 148,005 +12,197 +8.98%
Pacifica Partners Inc. 967 1,032 +65 +6.72%
Royal Fund Management LLC 24,951 26,412 +1,461 +5.86%
Galibier Capital Management Ltd. 463,086 489,610 +26,524 +5.73%
Gulf International Bank UK Ltd 4,804 5,030 +226 +4.70%
Massmutual Trust Co. FSB ADV 283 294 +11 +3.89%
A. D. Beadell Investment Counsel Inc. 7,750 8,050 +300 +3.87%
Foundation Resource Management Inc. 307,524 318,828 +11,304 +3.68%
Banque Cantonale Vaudoise 6,021 6,190 +169 +2.81%
Azzad Asset Management Inc. ADV 60,215 61,631 +1,416 +2.35%
Murphy Pohlad Asset Management LLC 58,916 60,182 +1,266 +2.15%
Harbor Investment Advisory LLC 18,664 18,784 +120 +0.64%
Coastal Investment Advisors Inc. 15,602 15,605 +3 +0.02%
13F Filers Reporting New Positions In AEM
Confluence Investment Management LLC 0 18,816 +18,816 +100%
Welch Group LLC 0 3,752 +3,752 +100%
IMC Chicago LLC 0 21,810 +21,810 +100%
Annex Advisory Services LLC 0 55,459 +55,459 +100%
Financial Management Professionals Inc. 0 190 +190 +100%
St. Johns Investment Management Company LLC 0 900 +900 +100%
Sunbelt Securities Inc. 0 1,108 +1,108 +100%
Clarius Group LLC 0 3,359 +3,359 +100%
Wealthcare Advisory Partners LLC 0 7,148 +7,148 +100%
Benson Investment Management Company Inc. 0 88,628 +88,628 +100%
Red Cedar Investment Management LLC 0 15,156 +15,156 +100%
All Season Financial Advisors Inc. 0 6,221 +6,221 +100%
GoalVest Advisory LLC 0 950 +950 +100%
Palliser Capital UK Ltd 0 53,500 +53,500 +100%
Global Assets Advisory LLC 0 45,117 +45,117 +100%
Stapp Wealth Management Pllc 0 3,720 +3,720 +100%
Stephens Consulting LLC 0 500 +500 +100%
13F Filers With Unchanged Share Count
Mcrae Capital Management Inc. 8,000 8,000 UNCH 0.00%
Caldwell Sutter Capital Inc. 380 380 UNCH 0.00%
NBC Securities Inc. 353 353 UNCH 0.00%
ST Germain D J Co. Inc. 44 44 UNCH 0.00%
Toth Financial Advisory Corp 25 25 UNCH 0.00%
Baker Ellis Asset Management LLC 6,649 6,649 UNCH 0.00%
Fruth Investment Management 6,325 6,325 UNCH 0.00%
Asset Dedication LLC 79 79 UNCH 0.00%
Lowe Wealth Advisors LLC 112 112 UNCH 0.00%
Tradewinds Capital Management LLC 118 118 UNCH 0.00%
Evanson Asset Management LLC 3,823 3,823 UNCH 0.00%
Robinson Value Management Ltd. 2,000 2,000 UNCH 0.00%
Sawyer & Company Inc 325 325 UNCH 0.00%
Sound Income Strategies LLC 30 30 UNCH 0.00%
Pflug Koory LLC 1,831 1,831 UNCH 0.00%
Aspire Private Capital LLC 21 21 UNCH 0.00%
Cedar Mountain Advisors LLC 15 15 UNCH 0.00%
Salvus Wealth Management LLC 18,562 18,562 UNCH 0.00%
JTC Employer Solutions Trusteee Ltd 1,680 1,680 UNCH 0.00%
Red Tortoise LLC 7,269 7,269 UNCH 0.00%
City State Bank 159 159 UNCH 0.00%
Armstrong Advisory Group Inc. 32 32 UNCH 0.00%
GAMMA Investing LLC 15 15 UNCH 0.00%
13F Filers Decreasing AEM Share Count
International Assets Investment Management LLC 189,233 3,650 -185,583 -98.07%
Cutler Group LP 50,297 2,370 -47,927 -95.29%
CVA Family Office LLC 656 42 -614 -93.60%
AdvisorNet Financial Inc 769 326 -443 -57.61%
Addenda Capital Inc. 11,197 7,627 -3,570 -31.88%
David R. Rahn & Associates Inc. 9,020 6,371 -2,649 -29.37%
Veriti Management LLC 6,416 4,639 -1,777 -27.70%
Hexagon Capital Partners LLC 430 334 -96 -22.33%
Allspring Global Investments Holdings LLC 182,330 164,382 -17,948 -9.84%
Tevis Investment Management 57,191 53,885 -3,306 -5.78%
Wealth Enhancement Advisory Services LLC 19,297 18,524 -773 -4.01%
Portside Wealth Group LLC 21,297 20,653 -644 -3.02%
Sumitomo Mitsui Trust Holdings Inc. 1,412,452 1,369,967 -42,485 -3.01%
Washington Capital Management Inc. 30,045 29,565 -480 -1.60%
First Citizens Bank & Trust Co. 7,046 7,004 -42 -0.60%
13F Filers Exiting AEM
Arlington Trust Co LLC 21 0 -21 -100.00%
Eaton Financial Holdings Company LLC 17,381 0 -17,381 -100.00%
McGlone Suttner Wealth Management Inc. 353 0 -353 -100.00%
Iron Horse Wealth Management LLC 86 0 -86 -100.00%
Ridgewood Investments LLC 3,800 0 -3,800 -100.00%
Flagship Harbor Advisors LLC 8,694 0 -8,694 -100.00%
Exchange Traded Concepts LLC 53 0 -53 -100.00%
Equinox Partners Investment Management LLC 29,504 0 -29,504 -100.00%

See Summary: Institutional Holders of AEM
See Details: Top 10 Hedge Funds Holding AEM

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