Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
Oxbow Advisors, LLC | 42 | 42 | 0.02% | 1.01% | 2.32% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 17 | 10 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 38 |
Invesco Ltd. | 37 | 37 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2022 | 37 |
RAYMOND JAMES & ASSOCIATES | 30 | 6 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2023 | 36 |
UBS Group AG | 36 | 36 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 36 |
B. Riley Wealth Advisors, Inc. | 20 | 2 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 32 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q4 2019 | 27 |
CITIGROUP INC | 24 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2021 | 26 |
WOLVERINE ASSET MANAGEMENT LLC | 6 | 1 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q2 2023 | 25 |
Janney Montgomery Scott LLC | 18 | 1 | 0.00% | 0.00% | 0.02% | Q4 2015 | Q3 2023 | 23 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 15 | 1 | 0.02% | 0.07% | 0.18% | Q4 2013 | Q3 2023 | 23 |
HUNTINGTON NATIONAL BANK | 18 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
THOMPSON DAVIS & CO., INC. | 20 | 20 | 0.04% | 0.07% | 0.12% | Q4 2013 | Q3 2018 | 20 |
RAYMOND JAMES TRUST N.A. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
GABELLI & Co INVESTMENT ADVISERS, INC. | 7 | 2 | 0.01% | 0.01% | 0.02% | Q2 2017 | Q3 2023 | 19 |
IFP Advisors, Inc | 14 | 3 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2022 | 17 |
DOLIVER ADVISORS, LP | 9 | 1 | 0.04% | 0.23% | 0.92% | Q4 2013 | Q3 2020 | 17 |
OPPENHEIMER & CO INC | 10 | 6 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q1 2019 | 16 |
GUGGENHEIM CAPITAL LLC | 7 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 15 |
Cornerstone Advisors, LLC | 15 | 15 | 0.02% | 0.07% | 0.16% | Q1 2020 | Q3 2023 | 15 |
COMMONWEALTH EQUITY SERVICES, LLC | 12 | 3 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q4 2016 | 15 |
CULLEN/FROST BANKERS, INC. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2022 | 15 |
Capital Wealth Alliance, LLC | 9 | 1 | 0.62% | 0.92% | 1.65% | Q4 2019 | Q3 2023 | 14 |
FineMark National Bank & Trust | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2016 | 14 |
CORNERSTONE ADVISORS INC | 9 | 1 | 0.00% | 0.26% | 0.62% | Q4 2013 | Q4 2021 | 14 |
Tower Research Capital LLC (TRC) | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2022 | 13 |
D.A. DAVIDSON & CO. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2016 | 13 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Quantedge Capital Pte Ltd | 12 | 12 | 0.07% | 0.17% | 0.45% | Q4 2020 | Q3 2023 | 12 |
Stratos Wealth Partners, LTD. | 8 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2021 | 12 |
Baird Financial Group, Inc. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q1 2018 | 12 |
Cambridge Investment Research Advisors, Inc. | 11 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 12 |
Virtu KCG Holdings LLC | 10 | 1 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q4 2016 | 11 |
MARINER INVESTMENT GROUP LLC | 5 | 1 | 0.01% | 0.89% | 2.40% | Q4 2013 | Q4 2021 | 11 |
Private Advisor Group, LLC | 9 | 2 | 0.00% | 0.01% | 0.06% | Q1 2015 | Q3 2023 | 11 |
Raymond James Financial Services Advisors, Inc. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2018 | 11 |
NEXT Financial Group, Inc | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2017 | 11 |
SeaCrest Wealth Management, LLC | 6 | 3 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q2 2022 | 9 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 9 | 9 | 0.20% | 0.22% | 0.26% | Q4 2018 | Q4 2020 | 9 |
Sandy Spring Bank | 5 | 4 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q2 2020 | 9 |
Spire Wealth Management | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
MERCER GLOBAL ADVISORS INC /ADV | 8 | 8 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q4 2022 | 8 |
Shaker Financial Services, LLC | 8 | 8 | 0.03% | 0.06% | 0.09% | Q4 2019 | Q3 2021 | 8 |
FMR LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2023 | 8 |
FLAGSHIP HARBOR ADVISORS, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2020 | 8 |
Csenge Advisory Group | 7 | 1 | 0.01% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 8 |
AMERICAN INTERNATIONAL GROUP, INC. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q1 2016 | 8 |
Eudaimonia Partners, LLC | 5 | 1 | 0.01% | 0.04% | 0.07% | Q4 2019 | Q3 2023 | 7 |
PNC FINANCIAL SERVICES GROUP, INC. | 5 | 2 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2016 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.02% | 0.05% | 0.08% | Q2 2013 | Q4 2014 | 7 |
L.M. KOHN & COMPANY | 7 | 7 | 0.03% | 0.04% | 0.04% | Q1 2022 | Q3 2023 | 7 |
Advisor Group, Inc. | 5 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2019 | 7 |
BARCLAYS PLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2020 | 7 |
Creative Planning | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2017 | 7 |
1607 Capital Partners, LLC | 7 | 7 | 0.05% | 0.14% | 0.19% | Q1 2022 | Q3 2023 | 7 |
Logan Stone Capital, LLC | 7 | 7 | 0.03% | 0.12% | 0.25% | Q1 2022 | Q3 2023 | 7 |
ASHFORD CAPITAL MANAGEMENT INC | 6 | 6 | 0.28% | 0.54% | 0.77% | Q2 2014 | Q3 2015 | 6 |
Moors & Cabot, Inc. | 6 | 6 | 0.00% | 0.01% | 0.03% | Q1 2020 | Q2 2021 | 6 |
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 5 | 1 | 0.01% | 0.06% | 0.11% | Q2 2013 | Q4 2015 | 6 |
RMB Capital Management, LLC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q4 2020 | 6 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
AVANTAX ADVISORY SERVICES, INC. | 5 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 6 |
Weiss Asset Management LP | 1 | 1 | 0.00% | 0.07% | 0.17% | Q4 2013 | Q3 2020 | 6 |
AQR Arbitrage LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2021 | 6 |
Wealthcare Advisory Partners LLC | 6 | 6 | 0.13% | 0.16% | 0.21% | Q2 2022 | Q3 2023 | 6 |
1919 Investment Counsel, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
KMS FINANCIAL SERVICES, INC | 5 | 5 | 0.07% | 0.08% | 0.08% | Q3 2013 | Q3 2014 | 5 |
Alpine Global Management, LLC | 1 | 1 | 0.02% | 0.11% | 0.38% | Q4 2013 | Q3 2019 | 5 |
SII INVESTMENTS INC/WI | 5 | 5 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q4 2017 | 5 |
Advisors Asset Management, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2016 | 5 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 3 | 2 | 0.00% | 0.01% | 0.04% | Q2 2016 | Q1 2023 | 5 |
Kestra Advisory Services, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2023 | 4 |
Golden State Wealth Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2020 | 4 |
Verition Fund Management LLC | 4 | 4 | 0.03% | 0.13% | 0.23% | Q4 2013 | Q3 2014 | 4 |
Arkadios Wealth Advisors | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
Saba Capital Management, L.P. | 4 | 4 | 0.04% | 0.09% | 0.14% | Q4 2022 | Q3 2023 | 4 |
US BANCORP \DE\ | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2017 | 4 |
GEODE CAPITAL MANAGEMENT, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2019 | 4 |
HighTower Advisors, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2016 | 3 |
GOLDMAN SACHS GROUP INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2022 | 3 |
Geneos Wealth Management Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
COMERICA BANK | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 3 |
North Star Investment Management Corp. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2016 | 3 |
Atlas Wealth LLC | 2 | 1 | 0.64% | 0.74% | 0.92% | Q4 2022 | Q3 2023 | 3 |
SILVERHAWK ASSET MANAGEMENT, LLC | 3 | 3 | 0.05% | 0.07% | 0.08% | Q4 2022 | Q2 2023 | 3 |
SG Americas Securities, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2016 | 3 |
PFG Investments, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
CTC Alternative Strategies, Ltd. | 2 | 1 | 0.12% | 0.30% | 0.62% | Q4 2013 | Q4 2014 | 3 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q2 2023 | 3 |
BAIRD ROBERT W & CO INC /WI/ | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2015 | 2 |
Citadel Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
SHEPHERD KAPLAN KROCHUK, LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q1 2022 | Q2 2022 | 2 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2023 | 2 |
HRT FINANCIAL LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2022 | 2 |
Orion Portfolio Solutions, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
IHT Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2018 | 2 |
JPMORGAN CHASE & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 2 |
NORTHERN TRUST CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2017 | 2 |
TFS CAPITAL LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q1 2016 | 2 |
BROWN ADVISORY INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2016 | 2 |
MILLENNIUM MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 2 |
Mutual Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Integrated Wealth Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2015 | 2 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 2 |
Perigon Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Advisory Services Network, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
KING LUTHER CAPITAL MANAGEMENT CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Bank of New York Mellon Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
JANE STREET GROUP, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
FIRST FINANCIAL EQUITY CORPORATION | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q1 2017 | 1 |
Clear Perspective Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
KINGSWOOD WEALTH ADVISORS, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Jane Street Holding, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Ancora Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
ALLIANCEBERNSTEIN L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
BlackRock Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Versant Capital Management, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
NOMURA HOLDINGS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
Townsend & Associates, Inc | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2017 | Q4 2017 | 1 |
FARMERS & MERCHANTS INVESTMENTS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
NATIONAL PLANNING CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
SOUTH TEXAS MONEY MANAGEMENT LTD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
Kingsview Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Alpine Partners USVI, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2013 | Q2 2013 | 1 |
WealthTrust Fairport, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
AMERIPRISE FINANCIAL INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
B. Riley Wealth Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
BOOTHBAY FUND MANAGEMENT, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2015 | Q3 2015 | 1 |
CLEAR STREET MARKETS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Telos Capital Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
DEUTSCHE BANK AG\ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
J.W. COLE ADVISORS, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
CX Institutional | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Matisse Capital | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2020 | Q1 2020 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
IAG Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
NewEdge Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
Measured Wealth Private Client Group, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2019 | Q3 2019 | 1 |
PATHSTONE FAMILY OFFICE, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
External links
This page lists all the filers that currently own GAMCO NAT RES GOLD & INCOME or have owned GAMCO NAT RES GOLD & INCOME in the past.