| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | RANDGOLD RES LTD | 297,100 | 18,399,000 | 16.54% | ||
| 2 | AGNICO EAGLE MINES LTD | 539,300 | 14,173,000 | 12.74% | ||
| 3 | NEWMONT CORP | 695,368 | 12,510,000 | 11.24% | ||
| 4 | GOLDCORP INC NEW | 932,400 | 10,779,000 | 9.69% | ||
| 5 | BARRICK GOLD CORP | 1,375,000 | 10,148,000 | 9.12% | ||
| 6 | FRANCO NEVADA CORP | 185,000 | 8,464,000 | 7.61% | ||
| 7 | ROYAL GOLD INC | 210,000 | 7,659,000 | 6.88% | ||
| 8 | TAHOE RES INC | 708,200 | 6,127,000 | 5.51% | ||
| 9 | ETFS PALLADIUM TR | 70,000 | 3,792,000 | 3.41% | ||
| 10 | COMPANIA DE MINAS BUENAVENTU | 799,000 | 3,420,000 | 3.07% | ||
| 11 | ALAMOS GOLD INC NEW | 600,000 | 1,973,000 | 1.77% | ||
| 12 | ELDORADO GOLD CORP NEW | 650,000 | 1,931,000 | 1.74% | ||
| 13 | ETFS PLATINUM TR | 22,500 | 1,931,000 | 1.74% | ||
| 14 | KINROSS GOLD CORP | 1,000,000 | 1,820,000 | 1.64% | ||
| 15 | B2GOLD CORP | 1,594,338 | 1,613,000 | 1.45% | ||
| 16 | FREEPORT-MCMORAN INC | 215,000 | 1,456,000 | 1.31% | ||
| 17 | ASANKO GOLD INC | 975,000 | 1,431,000 | 1.29% | ||
| 18 | NEW GOLD INC CDA | 600,000 | 1,392,000 | 1.25% | ||
| 19 | STILLWATER MINING | 150,000 | 1,286,000 | 1.16% | ||
| 20 | DOMINION DIAMOND CORP | 50,000 | 512,000 | 0.46% | ||
| 21 | PRIMERO MNG CORP | 200,000 | 456,000 | 0.41% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000930413-16-005247, filed 2016.02.03).
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.