| Date | Description |
|---|
| 2025-05-11 |
insert otherexecutives J. Dale Harvey |
| 2025-05-11 |
insert person Derek Derman |
| 2025-05-11 |
insert person J. Dale Harvey |
| 2025-05-11 |
insert person Marla Mone |
| 2025-05-11 |
insert person Stephen Burlingame |
| 2025-05-11 |
update person_title Heather J. Perlmutter: Portfolio Manager Joseph S. Piropato, Portfolio Manager; Member of the Management Committee; Portfolio Manager Scott Schlesinger, COO & Vice President; Portfolio Manager at Tocqueville Asset Management L.P; Portfolio Manager => Portfolio Manager Private; Portfolio Manager Joseph S. Piropato, Portfolio Manager; Member of the Management Committee; Portfolio Manager at Tocqueville Asset Management L.P; Portfolio Manager |
| 2025-05-11 |
update person_title James E. Hunt: Portfolio Manager Heather J. Perlmutter, Portfolio Manager; Portfolio Manager Private; Member of the Management Committee; Portfolio Manager at Tocqueville Asset Management L.P. Prior; Portfolio Manager at Tocqueville Asset Management L.P. He; Portfolio Manager => Portfolio Manager Private; Member of the Management Committee; Portfolio Manager at Tocqueville Asset Management L.P. He; Portfolio Manager; Portfolio Manager J. Dale Harvey, Portfolio Manager |
| 2025-05-11 |
update person_title Joseph S. Piropato: Member of the Management Committee; Portfolio Manager at Tocqueville Asset Management L.P. He; Portfolio Manager Kelsey Graham, Chief Compliance Officer; Portfolio Manager Diana Lynn Salter; Portfolio Manager => Member of the Management Committee; Portfolio Manager at Tocqueville Asset Management L.P. He; Portfolio Manager Paul J. Kleinschmidt, President & CEO; Portfolio Manager |
| 2025-05-11 |
update person_title Natalie Blundell: Head of Client Services Tanya L. McDonald; Head of Client Services => Head of Client Services; Head of Client Services Patricia Evelyn |
| 2025-05-11 |
update person_title Paul J. Kleinschmidt: Member of the Management Committee; CEO; President; Private Wealth Management; Portfolio Manager; President & CEO Joseph S. Piropato, Portfolio Manager => Member of the Management Committee; CEO; President; President & CEO Kelsey Graham, Chief Compliance Officer; Private Wealth Management; Portfolio Manager |
| 2025-05-11 |
update person_title Robert W. Kleinschmidt: Executive Chairman; Chief Investment Officer; Executive Chairman & CIO Paul J. Kleinschmidt, President & CEO => Executive Chairman & CIO James E. Hunt, Portfolio Manager; Executive Chairman; Chief Investment Officer |
| 2024-12-04 |
delete person Kit Krug |
| 2024-12-04 |
update person_title Natalie Blundell: Head of Client Services; Head of Client Services Kit Krug => Head of Client Services Tanya L. McDonald; Head of Client Services |
| 2024-10-02 |
insert person Matthew Perakes |
| 2024-09-01 |
delete person Tsering Ngudu |
| 2024-09-01 |
update person_description Natalie Blundell => Natalie Blundell |
| 2024-08-01 |
update person_title James E. Hunt: Portfolio Manager Heather J. Perlmutter, Portfolio Manager; Member of the Management Committee; Portfolio Manager at Tocqueville Asset Management L.P. Prior; Portfolio Manager at Tocqueville Asset Management L.P. He; Portfolio Manager => Portfolio Manager Heather J. Perlmutter, Portfolio Manager; Portfolio Manager Private; Member of the Management Committee; Portfolio Manager at Tocqueville Asset Management L.P. Prior; Portfolio Manager at Tocqueville Asset Management L.P. He; Portfolio Manager |
| 2024-06-30 |
delete person Vincent Sellecchia |
| 2024-06-30 |
update person_title Robert W. Kleinschmidt: Executive Chairman & CIO James E. Hunt, Portfolio Manager; Executive Chairman; Chief Investment Officer => Executive Chairman; Chief Investment Officer; Executive Chairman & CIO Paul J. Kleinschmidt, President & CEO |
| 2024-05-30 |
delete person Dorothy Saenger |
| 2023-09-09 |
delete ceo Robert W. Kleinschmidt |
| 2023-09-09 |
update person_title Robert W. Kleinschmidt: Chairman; CIO & Chairman James E. Hunt, Portfolio Manager; Chief Investment Officer; Chief Executive Officer => Executive Chairman & CIO James E. Hunt, Portfolio Manager; Executive Chairman; Chief Investment Officer |
| 2023-08-07 |
delete president Scott Schlesinger |
| 2023-08-07 |
insert ceo Paul J. Kleinschmidt |
| 2023-08-07 |
insert otherexecutives James E. Hunt |
| 2023-08-07 |
insert otherexecutives Paul J. Kleinschmidt |
| 2023-08-07 |
insert otherexecutives Scott Schlesinger |
| 2023-08-07 |
insert president Paul J. Kleinschmidt |
| 2023-08-07 |
insert vp Scott Schlesinger |
| 2023-08-07 |
update person_description Kelsey D. Graham => Kelsey Graham |
| 2023-08-07 |
update person_title James E. Hunt: Portfolio Manager at Tocqueville Asset Management L.P. He => Portfolio Manager Heather J. Perlmutter, Portfolio Manager; Member of the Management Committee; Portfolio Manager at Tocqueville Asset Management L.P. He; Portfolio Manager |
| 2023-08-07 |
update person_title Paul J. Kleinschmidt: Private Wealth Management => Member of the Management Committee; CEO; President; Private Wealth Management; Portfolio Manager; President & CEO Joseph S. Piropato, Portfolio Manager |
| 2023-08-07 |
update person_title Scott Schlesinger: Chief Operating Officer; in 1992 As Head of Trading; President => Vice President; Chief Operating Officer; Member of the Management Committee; in 1992 As Head of Trading |
| 2023-01-14 |
delete person Jean Francois Coste |
| 2023-01-14 |
insert person Tsering Ngudu Andy Kleinschmidt |
| 2022-12-13 |
insert person Alex To |
| 2022-10-11 |
delete person Tsering Ngudu Andy Kleinschmidt |
| 2022-05-10 |
insert person Tsering Ngudu Andy Kleinschmidt |
| 2021-07-11 |
insert person Andy Kleinschmidt |
| 2021-04-16 |
update person_title Natalie Blundell: Head of Client Services; Head of Client Services at Tocqueville Asset Management L.P => Head of Client Services; Head of Client Services Kit Krug; Head of Client Services at Tocqueville Asset Management L.P |
| 2020-09-28 |
delete person George Cooke |
| 2020-07-19 |
delete person Colin C. Ferenbach |
| 2020-07-19 |
update person_title Natalie Blundell: Head of Client Services; Head of Client Services Patricia Evelyn; Head of Client Services at Tocqueville Asset Management L.P => Head of Client Services; Head of Client Services at Tocqueville Asset Management L.P |
| 2020-03-19 |
delete president Robert W. Kleinschmidt |
| 2020-03-19 |
update person_title Robert W. Kleinschmidt: Client Service Professionals; Chief Investment Officer Michael Butts; President; Chief Investment Officer; Chief Executive Officer => Client Service Professionals; Chief Executive Officer and Chief Investment Officer of Tocqueville Asset Management L.P.; Chief Investment Officer; Chief Executive Officer |
| 2020-02-18 |
delete chairman John Hathaway |
| 2020-02-18 |
delete coo Robert J. Kramer |
| 2020-02-18 |
delete personal_emails ju..@tocqueville.com |
| 2020-02-18 |
insert coo Scott Schlesinger |
| 2020-02-18 |
insert president Scott Schlesinger |
| 2020-02-18 |
delete person Bruce E. Balding |
| 2020-02-18 |
delete person Douglas B. Groh |
| 2020-02-18 |
delete person John Hathaway |
| 2020-02-18 |
delete person Joshua Kaufthal Rodman Moorhead |
| 2020-02-18 |
delete person Julia Hathaway |
| 2020-02-18 |
delete person N. Douglas Adams |
| 2020-02-18 |
delete person Robert J. Kramer |
| 2020-02-18 |
delete person Theresa A. Johnston |
| 2020-02-18 |
delete person Thomas O. Pandick |
| 2020-02-18 |
delete person Victor Huwang |
| 2020-02-18 |
insert person Kelsey D. Graham |
| 2020-02-18 |
insert person Scott Schlesinger |
| 2020-01-17 |
delete person Joshua Kaufthal James Maxwell |
| 2020-01-17 |
insert person Joshua Kaufthal Rodman Moorhead |
| 2019-12-17 |
delete person Ryan McIntyre |
| 2019-11-17 |
insert person Diana Lynn Salter |
| 2019-11-17 |
insert person Heather Doherty Guardado |
| 2019-10-17 |
delete person James R. Keller |
| 2019-10-17 |
delete person Taylor Cantrell |
| 2019-10-17 |
update person_title Natalie Blundell: Head of Client Services Taylor Cantrell; Head of Client Services; Head of Client Services at Tocqueville Asset Management L.P => Head of Client Services; Head of Client Services Patricia Evelyn; Head of Client Services at Tocqueville Asset Management L.P |
| 2019-05-17 |
delete person Keith Delmar |
| 2019-05-17 |
delete person Philip Treick |
| 2019-04-14 |
delete person J. Gordon Forsyth |
| 2019-04-14 |
delete person Kimberley A. Stephens |
| 2019-02-11 |
delete person Coille van Alphen |
| 2019-01-04 |
delete person R. James Thornton |
| 2018-03-14 |
insert person Benner Ulrich |
| 2018-01-30 |
delete person Christopher P. Fusco |
| 2018-01-30 |
delete person Edward M. Gross |
| 2017-09-15 |
update person_description Michael Butts => Michael Butts |
| 2017-07-06 |
update person_title Noelle Abrams: null => Client Service Professionals; Senior Portfolio Administrator at Tocqueville Asset Management L.P. She Heads Client; Relationship Manager With Tocqueville Asset Management L.P. He Heads Client |
| 2017-07-06 |
update person_title Susan Lee: null => Portfolio Administrator; Client Service Professionals |
| 2016-11-22 |
insert person James Maxwell |
| 2016-11-22 |
insert person Joshua Kaufthal |
| 2016-11-22 |
update person_description Donald Wang => Donald Wang |
| 2016-11-22 |
update person_description J. Dennis Delafield => J. Dennis Delafield |
| 2016-11-22 |
update person_description Vincent Sellecchia => Vincent Sellecchia |
| 2016-09-18 |
delete chairman François D. Sicart |
| 2016-09-18 |
delete founder François D. Sicart |
| 2016-09-18 |
delete person Allen Huang |
| 2016-09-18 |
delete person François D. Sicart |
| 2016-06-23 |
update person_description Kenneth E. Lee => Kenneth E. Lee |
| 2016-06-23 |
update person_title Kenneth E. Lee: Portfolio Manager at Tocqueville Asset Management L.P. Mr; Portfolio Manager => Portfolio Manager at Tocqueville Asset Management L.P. Prior; Portfolio Manager |
| 2016-06-23 |
update person_title Mr. Joseph A. Zock: Portfolio Manager at Tocqueville Asset Management L.P. Mr; Managing Director / Tocqueville Asset Management; Portfolio Manager => Portfolio Manager at Tocqueville Asset Management L.P. Mr; Portfolio Manager |
| 2016-04-15 |
delete person Julia Hahaway |
| 2016-02-28 |
insert personal_emails ju..@tocqueville.com |
| 2016-02-28 |
insert person Julia Hahaway |
| 2016-02-28 |
insert person Paul Kleinschmidt |
| 2015-09-07 |
delete person Michael de V. Flinn |
| 2015-09-07 |
update person_title Heather J. Perlmutter: Managing Director, Is a Portfolio; Managing Director, Is => Portfolio Manager at Tocqueville Asset Management L.P; Portfolio Manager |
| 2015-09-07 |
update person_title Robert R. Pegg: Managing Director, Is a Portfolio Manager; Managing Director, Is => Portfolio Manager at Tocqueville Asset Management L.P. Mr; Portfolio Manager |
| 2015-05-31 |
delete person Douglas A. Rankin |
| 2015-05-31 |
delete person P. Drew Rankin |
| 2015-03-07 |
delete managingdirector Irvin L. Cherashore |
| 2015-03-07 |
delete managingdirector Kenneth E. Lee |
| 2015-03-07 |
update person_description Douglas A. Rankin => Douglas A. Rankin |
| 2015-03-07 |
update person_description J. Dennis Delafield => J. Dennis Delafield |
| 2015-03-07 |
update person_description John Hathaway => John Hathaway |
| 2015-03-07 |
update person_description N. Douglas Adams => N. Douglas Adams |
| 2015-03-07 |
update person_description Vincent Sellecchia => Vincent Sellecchia |
| 2015-03-07 |
update person_title Bruce E. Balding: Managing Director, Is a Portfolio Manager; Managing Director, Is => Portfolio Manager at Tocqueville Asset Management L.P. Mr; Portfolio Manager |
| 2015-03-07 |
update person_title Colin Ferenbach: Managing Director, Is a Portfolio Manager.; Managing Director, Is => Portfolio Manager at Tocqueville Asset Management L.P. Mr; Portfolio Manager |
| 2015-03-07 |
update person_title David T. Harris: Managing Director, Is a Portfolio Manager; Managing Director, Is => Portfolio Manager at Tocqueville Asset Management L.P. Mr; Portfolio Manager |
| 2015-03-07 |
update person_title Irvin L. Cherashore: Managing Director / Portfolio Manager at Tocqueville Asset Management L.P. Prior; Managing Director => Portfolio Manager at Tocqueville Asset Management L.P. Prior; Portfolio Manager |
| 2015-03-07 |
update person_title James Hunt: Managing Director, Is; Managing Director, Is a Portfolio Manager at => Portfolio Manager at Tocqueville Asset Management; Portfolio Manager |
| 2015-03-07 |
update person_title Joseph S. Piropato: Managing Director, Is; Managing Director, Is a Portfolio. => Portfolio Manager at Tocqueville Asset Management L.P. He; Portfolio Manager |
| 2015-03-07 |
update person_title Kenneth E. Lee: Managing Director at Tocqueville Asset Management L.P. Mr; Managing Director => Portfolio Manager at Tocqueville Asset Management L.P. Mr; Portfolio Manager |
| 2015-03-07 |
update person_title Lawrence M. Fields: Managing Director, Is a Portfolio; Managing Director, Is => Portfolio Manager at Tocqueville Asset Management L.P. He; Portfolio Manager |
| 2015-03-07 |
update person_title Matthew Cherashore: Managing Director, Is; Managing Director, Is a Portfolio. => Portfolio Manager at Tocqueville Asset Management L.P. Prior; Portfolio Manager |
| 2015-03-07 |
update person_title N. Douglas Adams: Managing Director, Is a Portfolio Manager; Managing Director, Is => Portfolio Manager at Tocqueville Asset Management L.P. Prior |
| 2015-03-07 |
update person_title P. Drew Rankin: Managing Director, Is a Portfolio Manager; Managing Director, Is => Portfolio Manager at Tocqueville Asset Management L.P. Mr |
| 2015-03-07 |
update person_title Peter Shawn: Managing Director, Is; Managing Director, Is a Portfolio Manager at => Portfolio Manager at Tocqueville Asset Management L.P. He; Portfolio Manager |
| 2015-03-07 |
update person_title Thomas Vandeventer: Managing Director, Is a Portfolio; Managing Director, Is => Portfolio Manager at Tocqueville Asset Management L.P. Mr; Portfolio Manager |
| 2014-07-15 |
insert managingdirector Kenneth E. Lee |
| 2014-07-15 |
insert person Kenneth E. Lee |
| 2014-03-04 |
delete treasurer John P. Cassidy |
| 2014-03-04 |
delete person John P. Cassidy |
| 2014-01-30 |
insert managingdirector Irvin L. Cherashore |
| 2014-01-30 |
delete person Stephen Tabb |
| 2014-01-30 |
insert person Anthony P. Balestrieri |
| 2014-01-30 |
insert person Irvin L. Cherashore |
| 2014-01-30 |
insert person Matthew Cherashore |
| 2014-01-30 |
insert person Rudolf J. Mueller |
| 2014-01-02 |
update person_title Michael T. Meltzer: Portfolio Manager at Tocqueville Asset Management L.P. Mr; Portfolio Manager => Portfolio Manager at Tocqueville Asset Management L.P. He; Portfolio Manager |