| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | RANDGOLD RES LTD | 287,100 | 26,072,000 | 16.48% | ||
| 2 | AGNICO EAGLE MINES LTD | 539,300 | 19,501,000 | 12.33% | ||
| 3 | BARRICK GOLD CORP | 1,375,000 | 18,673,000 | 11.80% | ||
| 4 | NEWMONT CORP | 695,368 | 18,483,000 | 11.68% | ||
| 5 | GOLDCORP INC NEW | 932,400 | 15,133,000 | 9.57% | ||
| 6 | ROYAL GOLD INC | 210,000 | 10,771,000 | 6.81% | ||
| 7 | FRANCO NEVADA CORP | 175,000 | 10,734,000 | 6.78% | ||
| 8 | TAHOE RES INC | 708,200 | 7,091,000 | 4.48% | ||
| 9 | COMPANIA DE MINAS BUENAVENTU | 699,000 | 5,145,000 | 3.25% | ||
| 10 | ETFS PALLADIUM TR | 70,000 | 3,800,000 | 2.40% | ||
| 11 | KINROSS GOLD CORP | 1,000,000 | 3,400,000 | 2.15% | ||
| 12 | ALAMOS GOLD INC NEW | 600,000 | 3,174,000 | 2.01% | ||
| 13 | B2GOLD CORP | 1,594,338 | 2,648,000 | 1.67% | ||
| 14 | MAG SILVER CORP | 275,000 | 2,593,000 | 1.64% | ||
| 15 | NEW GOLD INC CDA | 600,000 | 2,238,000 | 1.41% | ||
| 16 | ETFS PLATINUM TR | 22,500 | 2,116,000 | 1.34% | ||
| 17 | ASANKO GOLD INC | 975,000 | 2,069,000 | 1.31% | ||
| 18 | ELDORADO GOLD CORP NEW | 650,000 | 2,054,000 | 1.30% | ||
| 19 | STILLWATER MINING | 150,000 | 1,598,000 | 1.01% | ||
| 20 | DOMINION DIAMOND CORP | 50,000 | 555,000 | 0.35% | ||
| 21 | PRIMERO MNG CORP | 200,000 | 362,000 | 0.23% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000930413-16-006655, filed 2016.04.27).
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.
