| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | RANDGOLD RES LTD | 324,600 | 21,732,000 | 14.70% | ||
| 2 | GOLDCORP INC NEW | 932,400 | 15,105,000 | 10.22% | ||
| 3 | BARRICK GOLD CORP | 1,375,000 | 14,658,000 | 9.92% | ||
| 4 | NEWMONT CORP | 620,368 | 14,492,000 | 9.80% | ||
| 5 | AGNICO EAGLE MINES LTD | 479,300 | 13,598,000 | 9.20% | ||
| 6 | ROYAL GOLD INC | 210,000 | 12,934,000 | 8.75% | ||
| 7 | FRANCO NEVADA CORP | 225,000 | 10,728,000 | 7.26% | ||
| 8 | TAHOE RES INC | 708,200 | 8,582,000 | 5.81% | ||
| 9 | COMPANIA DE MINAS BUENAVENTU | 799,000 | 8,294,000 | 5.61% | ||
| 10 | FREEPORT-MCMORAN INC | 315,000 | 5,865,000 | 3.97% | ||
| 11 | ETFS PALLADIUM TR | 70,000 | 4,561,000 | 3.09% | ||
| 12 | ELDORADO GOLD CORP NEW | 650,000 | 2,691,000 | 1.82% | ||
| 13 | ALAMOS GOLD INCORPOR F CLASS A | 450,000 | 2,546,000 | 1.72% | ||
| 14 | B2GOLD CORP | 1,594,338 | 2,437,000 | 1.65% | ||
| 15 | ETFS PLATINUM TR | 22,500 | 2,345,000 | 1.59% | ||
| 16 | KINROSS GOLD CORP | 1,000,000 | 2,320,000 | 1.57% | ||
| 17 | STILLWATER MINING | 150,000 | 1,739,000 | 1.18% | ||
| 18 | NEW GOLD INC CDA | 600,000 | 1,614,000 | 1.09% | ||
| 19 | ASANKO GOLD INC | 450,000 | 792,000 | 0.54% | ||
| 20 | PRIMERO MNG CORP | 200,000 | 778,000 | 0.53% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000930413-15-003147, filed 2015.07.24).
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.