Q4 2013 Holdings
Filed 2014-02-06 | 17 holdings | $181.0K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Randgold RES LTD | ADR | 752344309 | $24.9K | 397,200 | 13.8% |
| Barrick Gold Corp(ABX) | COM | 067901108 | $24.7K | 1,400,000 | 13.6% |
| Goldcorp Inc. | COM | 380956409 | $21.3K | 982,400 | 11.8% |
| Freeport-Mcmoran Copper & Gold(FCX) | COM | 35671D857 | $20.8K | 550,000 | 11.5% |
| Newmont Mining Corp(NEM) | COM | 651639106 | $14.3K | 620,368 | 7.9% |
| Tahoe Resources Inc. | COM | 873868103 | $13.9K | 833,200 | 7.7% |
| Agnico Eagle Mines LTD(AEM) | COM | 008474108 | $11.3K | 429,300 | 6.3% |
| Royal Gold Inc.(RGLD) | COM | 780287108 | $9.7K | 210,000 | 5.3% |
| Compania de Minas Buenaventura(BVN) | SPONSORED ADR | 204448104 | $9.5K | 849,000 | 5.3% |
| Franco-Nevada Corp.(FNV) | COM | 351858105 | $9.2K | 225,000 | 5.1% |
| Etfs Palladium Trust | SH BEN INT | 26923A106 | $4.9K | 70,000 | 2.7% |
| Kinross Gold Corp(KGC) | COM | 496902404 | $4.4K | 1,000,000 | 2.4% |
| Eldorado Gold Corp. | COM | 284902103 | $3.7K | 650,000 | 2.0% |
| New Gold Inc.(NGD) | COM | 644535106 | $3.1K | 600,000 | 1.7% |
| Etfs Platinum Trust | SH BEN INT | 26922V101 | $3.0K | 22,500 | 1.7% |
| B2 Gold Corp(BTG) | COM | 11777Q209 | $2.0K | 994,338 | 1.1% |
| Novacopper Inc. | COM | 66988K102 | $312 | 205,861 | 0.2% |