Your first link is showing Kirkland still in the list??? No....

Your first link is showing Kirkland still in the list???

No. Technically yes, but it is last item marked as "deletion" in "change" column with empty cells for shares and weight.

Are you sure that RSG’s weighting didn’t change on the rebalance? I find that hard to believe given what happened with NST’s market cap.

What happened with NST is more than offset with what did happen to KL. However I expect that GDX will reduce its holdings in RSG, because it will increase its holdings in both KL and NST - your thesis is better fit for GDX. What I found strange is that GDXJ planning to spend almost as much money to buy SBM as it will spend to buy NST. Cannot explain this treatment of SBM.

Do you have screen shots of the old and new list? or have you been keeping the xls files for comparison? Esh

Esh, you are absolutely entitled to have your doubts. Best way to verify is to use links provided in my previous post.