Advertisement
Screener

MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV Historic Quarter Change: USA ETF, Reduced

MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV historic quarter change: USA ETF, Reduced

In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 2 quarters from 2025-12-31 to 2026-06-30, MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV opened 7 positions, added to 5, reduced 7 and sold out of 7.

  • Q2 2026: Stock GDXJ; Country of operation —; Class JUNIOR GOLD MINE; Shares before 5,224.
  • Q2 2026: Stock TLT; Country of operation —; Class 20 YR TR BD ETF; Shares before 7,649.
  • Q1 2026: Stock SGDJ; Country of operation —; Class JR GOLD MINERS E; Shares before 15,001.
  • Q1 2026: Stock OUNZ; Country of operation United States; Class GOLD SHS; Shares before 132,723.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 354201), 2 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-28); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-01). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2025-12-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026GDXJ
VANECK ETF TRUST
JUNIOR GOLD MINE5,2245,057-167$627,089$496,851-$130,2382026-07-28
Q2 2026TLT
ISHARES TR
20 YR TR BD ETF7,6497,537-112$663,092$651,348-$11,7442026-07-28
Q1 2026SGDJ
SPROTT ETF TRUST
JR GOLD MINERS E15,0019,022-5,979$1,262,035$776,614-$485,4212026-05-01
Q1 2026OUNZ
VANECK MERK GOLD ETF
United StatesGOLD SHS132,723131,271-1,452$5,505,351$5,913,759+$408,4082026-05-01
Q1 2026GDX
VANECK ETF TRUST
GOLD MINERS ETF38,04732,846-5,201$3,263,292$3,014,278-$249,0142026-05-01
Q1 2026GDXJ
VANECK ETF TRUST
JUNIOR GOLD MINE6,0745,224-850$691,100$627,089-$64,0112026-05-01
Q1 2026SGDM
SPROTT ETF TRUST
GOLD MINERS ETF1,8551,458-397$129,164$110,065-$19,0992026-05-01

Similar Firms

Firm NameCountry13F ValueHoldings
Summerhill Capital Management lnc.Canada$0.115B35
Bey-Douglas LLCUnited States$0.115B56
HBE Wealth Management, LLCUnited States$0.115B53
Dedeker Financial LLCUnited States$0.115B50
MRP Capital Investments, LLCUnited States$0.115B210
Asempa Wealth AdvisorsUnited States$0.115B115
Kelsey Financial, LLCUnited States$0.114B63
Kailix Advisors LLCUnited States$0.114B10
Rubicon Advisors, GPUnited States$0.115B76
Palatine Hill Wealth Management, LLCUnited States$0.115B48