| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | RANDGOLD RES LTD | 329,600 | 22,831,000 | 15.22% | ||
| 2 | GOLDCORP INC NEW | 932,400 | 16,895,000 | 11.26% | ||
| 3 | BARRICK GOLD CORP | 1,375,000 | 15,070,000 | 10.05% | ||
| 4 | NEWMONT CORP | 620,368 | 13,468,000 | 8.98% | ||
| 5 | AGNICO EAGLE MINES LTD | 479,300 | 13,392,000 | 8.93% | ||
| 6 | ROYAL GOLD INC | 210,000 | 13,253,000 | 8.84% | ||
| 7 | FRANCO NEVADA CORP | 225,000 | 10,886,000 | 7.26% | ||
| 8 | COMPANIA DE MINAS BUENAVENTU | 799,000 | 8,094,000 | 5.40% | ||
| 9 | TAHOE RES INC | 708,200 | 7,749,000 | 5.17% | ||
| 10 | FREEPORT-MCMORAN INC | 315,000 | 5,969,000 | 3.98% | ||
| 11 | ETFS PALLADIUM TR | 70,000 | 4,992,000 | 3.33% | ||
| 12 | ELDORADO GOLD CORP NEW | 650,000 | 2,984,000 | 1.99% | ||
| 13 | ALAMOS GOLD INCORPOR F CLASS A | 450,000 | 2,632,000 | 1.75% | ||
| 14 | ETFS PLATINUM TR | 22,500 | 2,491,000 | 1.66% | ||
| 15 | B2GOLD CORP | 1,594,338 | 2,375,000 | 1.58% | ||
| 16 | KINROSS GOLD CORP | 1,000,000 | 2,240,000 | 1.49% | ||
| 17 | NEW GOLD INC CDA | 600,000 | 2,034,000 | 1.36% | ||
| 18 | STILLWATER MINING | 150,000 | 1,938,000 | 1.29% | ||
| 19 | PRIMERO MNG CORP | 200,000 | 686,000 | 0.46% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000930413-15-001798, filed 2015.04.17).
From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.
