HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing GDX Share Count | ||||
| Quattro Financial Advisors LLC | 31 | 30,000 | +29,969 | +96674.19% |
| Flagship Harbor Advisors LLC | 15,287 | 676,751 | +661,464 | +4326.97% |
| Simplicity Wealth LLC | 13,413 | 215,330 | +201,917 | +1505.38% |
| Drive Wealth Management LLC | 6,695 | 31,545 | +24,850 | +371.17% |
| PFG Investments LLC | 21,152 | 76,350 | +55,198 | +260.96% |
| Altfest L J & Co. Inc. | 13,772 | 39,366 | +25,594 | +185.84% |
| Allworth Financial LP | 4,593 | 10,830 | +6,237 | +135.79% |
| Alaska Permanent Fund Corp | 1,697,517 | 3,940,340 | +2,242,823 | +132.12% |
| GFS Advisors LLC | 32,623 | 56,497 | +23,874 | +73.18% |
| CWM LLC | 3,783 | 6,121 | +2,338 | +61.80% |
| PCG Wealth Advisors LLC | 273,698 | 412,084 | +138,386 | +50.56% |
| Krilogy Financial LLC | 85,334 | 120,721 | +35,387 | +41.47% |
| 180 Wealth Advisors LLC | 51,354 | 70,261 | +18,907 | +36.82% |
| IAM Advisory LLC | 36,179 | 48,448 | +12,269 | +33.91% |
| Capital Investment Advisors LLC | 12,661 | 16,088 | +3,427 | +27.07% |
| Park Avenue Securities LLC | 14,191 | 17,921 | +3,730 | +26.28% |
| AdvisorNet Financial Inc | 4,425 | 5,405 | +980 | +22.15% |
| Dynamic Advisor Solutions LLC | 28,000 | 34,180 | +6,180 | +22.07% |
| Westside Investment Management Inc. | 6,116 | 7,286 | +1,170 | +19.13% |
| Hennion & Walsh Asset Management Inc. | 15,739 | 18,707 | +2,968 | +18.86% |
| One One Wealth Management LLC | 30,327 | 35,054 | +4,727 | +15.59% |
| Lowe Wealth Advisors LLC | 35,420 | 40,405 | +4,985 | +14.07% |
| Valeo Financial Advisors LLC | 7,594 | 8,594 | +1,000 | +13.17% |
| Pinnacle Wealth Management Group Inc. | 70,186 | 78,714 | +8,528 | +12.15% |
| LexAurum Advisors LLC | 41,703 | 46,514 | +4,811 | +11.54% |
| Coastal Investment Advisors Inc. | 74,367 | 82,791 | +8,424 | +11.33% |
| Enterprise Bank & Trust Co | 8,394 | 9,200 | +806 | +9.60% |
| Gainplan LLC | 46,421 | 50,664 | +4,243 | +9.14% |
| Brookstone Capital Management | 19,171 | 20,853 | +1,682 | +8.77% |
| Well Done LLC | 12,870 | 13,964 | +1,094 | +8.50% |
| NBC Securities Inc. | 13,923 | 15,016 | +1,093 | +7.85% |
| Stratos Wealth Partners LTD. | 69,637 | 74,886 | +5,249 | +7.54% |
| Congress Wealth Management LLC DE | 277,422 | 297,853 | +20,431 | +7.36% |
| Massmutual Trust Co. FSB ADV | 196,237 | 210,213 | +13,976 | +7.12% |
| Whitcomb & Hess Inc. | 229,681 | 245,049 | +15,368 | +6.69% |
| Montis Financial LLC | 38,650 | 41,100 | +2,450 | +6.34% |
| Financial Management Professionals Inc. | 2,525 | 2,675 | +150 | +5.94% |
| Kercheville Advisors LLC | 150,910 | 157,810 | +6,900 | +4.57% |
| Barry Investment Advisors LLC | 539,277 | 561,272 | +21,995 | +4.08% |
| David R. Rahn & Associates Inc. | 286,833 | 297,780 | +10,947 | +3.82% |
| IAG Wealth Partners LLC | 237 | 246 | +9 | +3.80% |
| Allred Capital Management LLC | 36,791 | 38,177 | +1,386 | +3.77% |
| Kingswood Wealth Advisors LLC | 12,105 | 12,533 | +428 | +3.54% |
| Pettinga Financial Advisors LLC | 43,785 | 44,972 | +1,187 | +2.71% |
| Morton Capital Management LLC CA | 86,018 | 88,335 | +2,317 | +2.69% |
| Nations Financial Group Inc. IA ADV | 51,068 | 52,350 | +1,282 | +2.51% |
| Fifth Third Bancorp | 1,867 | 1,892 | +25 | +1.34% |
| City Holding Co. | 42,395 | 42,870 | +475 | +1.12% |
| Columbus Macro LLC | 26,310 | 26,520 | +210 | +0.80% |
| Main Street Financial Solutions LLC | 126,049 | 126,985 | +936 | +0.74% |
| Raymond James Financial Services Advisors Inc. | 868,519 | 874,248 | +5,729 | +0.66% |
| Pacifica Partners Inc. | 5,045 | 5,070 | +25 | +0.50% |
| MONECO Advisors LLC | 33,540 | 33,700 | +160 | +0.48% |
| GenTrust LLC | 13,543 | 13,580 | +37 | +0.27% |
| Sound Income Strategies LLC | 9,723 | 9,742 | +19 | +0.20% |
| Centennial Wealth Advisory LLC | 9,910 | 9,926 | +16 | +0.16% |
| Global Retirement Partners LLC | 8,777 | 8,780 | +3 | +0.03% |
| 13F Filers Reporting New Positions In GDX | ||||
| U S Global Investors Inc. | 0 | 24,100 | +24,100 | +100% |
| Wesbanco Bank Inc. | 0 | 10,303 | +10,303 | +100% |
| Atwood & Palmer Inc. | 0 | 840 | +840 | +100% |
| Farmers Trust Co. | 0 | 47,411 | +47,411 | +100% |
| Northwest Investment Counselors LLC | 0 | 425 | +425 | +100% |
| Mesirow Financial Investment Management Inc. | 0 | 68,842 | +68,842 | +100% |
| Courage Miller Partners LLC | 0 | 10,450 | +10,450 | +100% |
| Mather Group LLC. | 0 | 1,350 | +1,350 | +100% |
| St. Johns Investment Management Company LLC | 0 | 1,400 | +1,400 | +100% |
| True North Advisors LLC | 0 | 8,126 | +8,126 | +100% |
| Deane Retirement Strategies Inc. | 0 | 124,170 | +124,170 | +100% |
| Vanguard Capital Wealth Advisors | 0 | 78,613 | +78,613 | +100% |
| All Season Financial Advisors Inc. | 0 | 39,616 | +39,616 | +100% |
| Summit Financial LLC | 0 | 9,717 | +9,717 | +100% |
| Cairn Investment Group Inc. | 0 | 163,990 | +163,990 | +100% |
| Center for Financial Planning Inc. | 0 | 229 | +229 | +100% |
| Tempus Wealth Planning LLC | 0 | 13,639 | +13,639 | +100% |
| Advisor Resource Council | 0 | 10,102 | +10,102 | +100% |
| LifePro Asset Management | 0 | 6,411 | +6,411 | +100% |
| Opal Wealth Advisors LLC | 0 | 5,057 | +5,057 | +100% |
| Financial Management Network Inc. | 0 | 6,289 | +6,289 | +100% |
| Strategic Financial Concepts LLC | 0 | 45,895 | +45,895 | +100% |
| Capricorn Fund Managers Ltd | 0 | 29,000 | +29,000 | +100% |
| Chemistry Wealth Management LLC | 0 | 6,716 | +6,716 | +100% |
| Global Assets Advisory LLC | 0 | 36,144 | +36,144 | +100% |
| Focus Financial Network Inc. | 0 | 6,975 | +6,975 | +100% |
| Accordant Advisory Group Inc | 0 | 2,320 | +2,320 | +100% |
| Mainsail Asset Management LLC | 0 | 8,000 | +8,000 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| Equitable Trust Co. | 58,347 | 58,347 | UNCH | 0.00% |
| First Financialcorp IN | 20 | 20 | UNCH | 0.00% |
| Park National Corp OH | 40,000 | 40,000 | UNCH | 0.00% |
| Barrett & Company Inc. | 60 | 60 | UNCH | 0.00% |
| Guyasuta Investment Advisors Inc. | 18,830 | 18,830 | UNCH | 0.00% |
| Duncker Streett & Co. Inc. | 504 | 504 | UNCH | 0.00% |
| Baldwin Brothers Inc. MA | 2,740 | 2,740 | UNCH | 0.00% |
| Optimum Investment Advisors | 2,500 | 2,500 | UNCH | 0.00% |
| Peoples Financial Services CORP. | 2,000 | 2,000 | UNCH | 0.00% |
| M&R Capital Management Inc. | 1,000 | 1,000 | UNCH | 0.00% |
| Foster & Motley Inc. | 9,106 | 9,106 | UNCH | 0.00% |
| SOL Capital Management CO | 7,600 | 7,600 | UNCH | 0.00% |
| Brown Advisory Inc. | 61,376 | 61,376 | UNCH | 0.00% |
| Indiana Trust & Investment Management CO | 886 | 886 | UNCH | 0.00% |
| Zurcher Kantonalbank Zurich Cantonalbank | 6 | 6 | UNCH | 0.00% |
| Atlas Capital Advisors LLC | 1,883 | 1,883 | UNCH | 0.00% |
| Kessler Investment Group LLC | 1,700 | 1,700 | UNCH | 0.00% |
| Rather & Kittrell Inc. | 50,143 | 50,143 | UNCH | 0.00% |
| Sunbelt Securities Inc. | 1,938 | 1,938 | UNCH | 0.00% |
| Sugarloaf Wealth Management LLC | 516 | 516 | UNCH | 0.00% |
| WESPAC Advisors SoCal LLC | 11,265 | 11,265 | UNCH | 0.00% |
| Simon Quick Advisors LLC | 9,250 | 9,250 | UNCH | 0.00% |
| Founders Capital Management | 735 | 735 | UNCH | 0.00% |
| Bogart Wealth LLC | 3,172 | 3,172 | UNCH | 0.00% |
| Avondale Wealth Management | 1,935 | 1,935 | UNCH | 0.00% |
| Lindbrook Capital LLC | 1 | 1 | UNCH | 0.00% |
| Patriot Investment Management Inc. | 23,302 | 23,302 | UNCH | 0.00% |
| HBW Advisory Services LLC | 11,155 | 11,155 | UNCH | 0.00% |
| Birch Capital Management LLC | 3,035 | 3,035 | UNCH | 0.00% |
| Tsfg LLC | 164 | 164 | UNCH | 0.00% |
| Powell Investment Advisors LLC | 325 | 325 | UNCH | 0.00% |
| Game Plan Financial Advisors LLC | 450 | 450 | UNCH | 0.00% |
| Vanderbilt University | 1,382,140 | 1,382,140 | UNCH | 0.00% |
| Rise Advisors LLC | 389 | 389 | UNCH | 0.00% |
| Stableford Capital II LLC | 7,200 | 7,200 | UNCH | 0.00% |
| SOA Wealth Advisors LLC. | 2,347 | 2,347 | UNCH | 0.00% |
| Childress Capital Advisors LLC | 8,400 | 8,400 | UNCH | 0.00% |
| Crestmont Private Wealth LLC | 8,833 | 8,833 | UNCH | 0.00% |
| JTC Employer Solutions Trusteee Ltd | 5,498 | 5,498 | UNCH | 0.00% |
| Hedges Asset Management LLC | 49,900 | 49,900 | UNCH | 0.00% |
| Armstrong Advisory Group Inc. | 1,505 | 1,505 | UNCH | 0.00% |
| Register Financial Advisors LLC | 1,697 | 1,697 | UNCH | 0.00% |
| Williams & Novak LLC | 24,550 | 24,550 | UNCH | 0.00% |
| Wetzel Investment Advisors Inc. | 416 | 416 | UNCH | 0.00% |
| Fielder Capital Group LLC | 175,211 | 175,211 | UNCH | 0.00% |
| Efficient Frontier Advisors LLC | 115,106 | 115,106 | UNCH | 0.00% |
| 13F Filers Decreasing GDX Share Count | ||||
| Bank of New York Mellon Corp | 256,990 | 16,215 | -240,775 | -93.69% |
| Venturi Wealth Management LLC | 6,500 | 1,200 | -5,300 | -81.54% |
| Blue Bell Private Wealth Management LLC | 791 | 151 | -640 | -80.91% |
| Capstone Wealth Management Group LLC | 40,156 | 9,701 | -30,455 | -75.84% |
| Cutler Group LP | 239,997 | 76,532 | -163,465 | -68.11% |
| Fortune Financial Advisors LLC | 35,385 | 11,925 | -23,460 | -66.30% |
| Toth Financial Advisory Corp | 165 | 65 | -100 | -60.61% |
| Vinland Capital Management Gestora de Recursos LTDA. | 77,828 | 31,912 | -45,916 | -59.00% |
| First National Bank Sioux Falls | 17,459 | 9,000 | -8,459 | -48.45% |
| International Assets Investment Management LLC | 33,675 | 17,922 | -15,753 | -46.78% |
| Annex Advisory Services LLC | 11,520 | 6,519 | -5,001 | -43.41% |
| GoalVest Advisory LLC | 2,060 | 1,207 | -853 | -41.41% |
| Bank of New Hampshire | 5,187 | 3,105 | -2,082 | -40.14% |
| Wealthfront Advisers LLC | 54,044 | 34,031 | -20,013 | -37.03% |
| Professional Financial Advisors LLC | 30,000 | 19,065 | -10,935 | -36.45% |
| Newbridge Financial Services Group Inc. | 1,514 | 982 | -532 | -35.14% |
| Sumitomo Mitsui Trust Holdings Inc. | 25,690 | 17,643 | -8,047 | -31.32% |
| Wealthcare Advisory Partners LLC | 36,019 | 26,561 | -9,458 | -26.26% |
| Roble Belko & Company Inc | 4,600 | 3,400 | -1,200 | -26.09% |
| Bridge Advisory LLC | 243,819 | 185,594 | -58,225 | -23.88% |
| Cyndeo Wealth Partners LLC | 63,563 | 48,523 | -15,040 | -23.66% |
| Raymond James & Associates | 1,375,380 | 1,057,646 | -317,734 | -23.10% |
| Private Trust Co. NA | 4,343 | 3,395 | -948 | -21.83% |
| Heartwood Wealth Advisors LLC | 7,897 | 6,397 | -1,500 | -18.99% |
| Parsons Capital Management Inc. RI | 105,121 | 86,851 | -18,270 | -17.38% |
| Radnor Capital Management LLC | 11,700 | 9,700 | -2,000 | -17.09% |
| Essex Financial Services Inc. | 8,634 | 7,427 | -1,207 | -13.98% |
| Spire Wealth Management | 21,750 | 18,790 | -2,960 | -13.61% |
| Clifford Swan Investment Counsel LLC | 37,245 | 32,741 | -4,504 | -12.09% |
| Round Rock Advisors LLC | 8,639 | 7,598 | -1,041 | -12.05% |
| NBT Bank N A NY | 94,949 | 84,087 | -10,862 | -11.44% |
| Neville Rodie & Shaw Inc. | 111,860 | 100,556 | -11,304 | -10.11% |
| Country Club Bank GFN | 28,012 | 25,424 | -2,588 | -9.24% |
| Confluence Wealth Services Inc. | 9,773 | 8,923 | -850 | -8.70% |
| Simplex Trading LLC | 630,619 | 576,254 | -54,365 | -8.62% |
| Rockland Trust Co. | 15,658 | 14,501 | -1,157 | -7.39% |
| Cambridge Investment Research Advisors Inc. | 408,996 | 386,914 | -22,082 | -5.40% |
| Jeppson Wealth Management LLC | 7,325 | 6,975 | -350 | -4.78% |
| Banque Cantonale Vaudoise | 29,220 | 27,858 | -1,362 | -4.66% |
| Calton & Associates Inc. | 43,212 | 41,197 | -2,015 | -4.66% |
| Kovack Advisors Inc. | 9,555 | 9,163 | -392 | -4.10% |
| Cornerstone Wealth Management LLC | 17,319 | 16,714 | -605 | -3.49% |
| CENTRAL TRUST Co | 2,932 | 2,832 | -100 | -3.41% |
| Atlantic Union Bankshares Corp | 64,182 | 62,334 | -1,848 | -2.88% |
| Wealth Enhancement Advisory Services LLC | 160,697 | 156,542 | -4,155 | -2.59% |
| Harbor Investment Advisory LLC | 27,228 | 26,582 | -646 | -2.37% |
| Successful Portfolios LLC | 7,743 | 7,578 | -165 | -2.13% |
| Versant Capital Management Inc | 255,421 | 250,177 | -5,244 | -2.05% |
| E&G Advisors LP | 42,703 | 41,903 | -800 | -1.87% |
| Ballew Advisors Inc | 98,544 | 97,036 | -1,508 | -1.53% |
| Capital Investment Advisory Services LLC | 14,625 | 14,483 | -142 | -0.97% |
| Hanson & Doremus Investment Management | 44,014 | 43,639 | -375 | -0.85% |
| PSI Advisors LLC | 54,734 | 54,312 | -422 | -0.77% |
| Ausdal Financial Partners Inc. | 11,460 | 11,410 | -50 | -0.44% |
| Menlo Advisors LLC | 236,415 | 235,615 | -800 | -0.34% |
| S.A. Mason LLC | 5,095 | 5,085 | -10 | -0.20% |
| Lake Street Financial LLC | 19,753 | 19,713 | -40 | -0.20% |
| Raymond James Trust N.A. | 12,447 | 12,427 | -20 | -0.16% |
| Sapient Capital LLC | 52,494 | 52,454 | -40 | -0.08% |
| 13F Filers Exiting GDX | ||||
| McGlone Suttner Wealth Management Inc. | 103 | 0 | -103 | -100.00% |
| Jackson Square Capital LLC | 58,458 | 0 | -58,458 | -100.00% |
| Procyon Private Wealth Partners LLC | 9,046 | 0 | -9,046 | -100.00% |
| CX Institutional | 486,575 | 0 | -486,575 | -100.00% |
| SeaCrest Wealth Management LLC | 7,202 | 0 | -7,202 | -100.00% |
| Fundamentun LLC | 8,839 | 0 | -8,839 | -100.00% |
| Parkside Investments LLC | 10,000 | 0 | -10,000 | -100.00% |
| Lake Hills Wealth Management LLC | 109,518 | 0 | -109,518 | -100.00% |
| Meridian Wealth Management LLC | 112,009 | 0 | -112,009 | -100.00% |
| Armor Investment Advisors LLC | 3,133 | 0 | -3,133 | -100.00% |
| Spectrum Asset Management Inc. NB CA | 61,035 | 0 | -61,035 | -100.00% |
| Private Ocean LLC | 264 | 0 | -264 | -100.00% |
| Oakworth Capital Inc. | 2,241 | 0 | -2,241 | -100.00% |
| Edge Wealth Management LLC | 9,206 | 0 | -9,206 | -100.00% |
| Gradient Investments LLC | 94 | 0 | -94 | -100.00% |
| Silverleafe Capital Partners LLC | 50,064 | 0 | -50,064 | -100.00% |
| TB Alternative Assets Ltd. | 235,700 | 0 | -235,700 | -100.00% |
| Diversified Trust Co | 7,006 | 0 | -7,006 | -100.00% |
| IMC Chicago LLC | 61,429 | 0 | -61,429 | -100.00% |
| Financial Sense Advisors Inc. | 196,179 | 0 | -196,179 | -100.00% |
| Regions Financial Corp | 7,338 | 0 | -7,338 | -100.00% |
| Moody Lynn & Lieberson LLC | 152,368 | 0 | -152,368 | -100.00% |
See Summary: Institutional Holders of GDX
See Details: Top 10 Hedge Funds Holding GDX
