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MENLO ADVISORS LLC: GDX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MENLO ADVISORS LLC on GDX, newest first. How the timeline and the estimate are built.

MENLO ADVISORS LLC held 165,992 GDX shares at 2026-06-30 per its 13F-HR filed 2026-09-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 165,992 shares
    Change vs previous 13F -61,874 shares

    5.49% of the 13F portfolio, value $12,524,000.

    13F-HR 0001279708-26-000009 filed by MENLO ADVISORS LLC
    Accepted , ingested

  2. period ended2026-03-31
    13F 227,866 shares
    Change vs previous 13F 0 shares

    8.78% of the 13F portfolio, value $19,544,000.

    13F-HR 0001279708-26-000008 filed by MENLO ADVISORS LLC
    Accepted , ingested

  3. period ended2025-12-31
    13F 227,866 shares
    Change vs previous 13F -1,224 shares

    8.78% of the 13F portfolio, value $19,544,000.

    13F-HR 0001279708-26-000007 filed by MENLO ADVISORS LLC
    Accepted , ingested

  4. period ended2025-09-30
    13F 229,090 shares
    Change vs previous 13F -7,125 shares

    8.31% of the 13F portfolio, value $17,502,000.

    13F-HR 0001279708-26-000006 filed by MENLO ADVISORS LLC
    Accepted , ingested

  5. period ended2025-06-30
    13F 236,215 shares
    Change vs previous 13F -2,900 shares

    6.63% of the 13F portfolio, value $12,297,000.

    13F-HR 0001279708-25-000004 filed by MENLO ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 239,115 shares
    Change vs previous 13F 0 shares

    5.23% of the 13F portfolio, value $10,992,000.

    13F-HR 0001279708-25-000002 filed by MENLO ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 239,115 shares
    Change vs previous 13F -100 shares

    4.14% of the 13F portfolio, value $8,108,000.

    13F-HR 0001279708-25-000001 filed by MENLO ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 239,215 shares
    Change vs previous 13F not available

    4.9% of the 13F portfolio, value $9,525,000.

    13F-HR 0001279708-24-000008 filed by MENLO ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).