Q4 2014 Holdings
Filed 2015-02-06 | 18 holdings | $154.4K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Randgold Resources LTD | ADR | 752344309 | $24.9K | 369,600 | 16.1% |
| Goldcorp Inc | COM | 380956409 | $17.9K | 967,400 | 11.6% |
| Barrick Gold Corp(ABX) | COM | 067901108 | $15.1K | 1,400,000 | 9.8% |
| Royal Gold Inc(RGLD) | COM | 780287108 | $13.2K | 210,000 | 8.5% |
| Agnico Eagle Mines LTD(AEM) | COM | 008474108 | $11.9K | 479,300 | 7.7% |
| Newmont Mining Corp(NEM) | COM | 651639106 | $11.7K | 620,368 | 7.6% |
| Franco Nevada Corp(FNV) | COM | 351858105 | $11.1K | 225,000 | 7.2% |
| Tahoe Resources Inc | COM | 873868103 | $9.8K | 708,200 | 6.4% |
| Freeport-Mcmoran Inc(FCX) | CL B | 35671D857 | $8.5K | 365,000 | 5.5% |
| Compania de Minas Buenaventura(BVN) | SPONSORED ADR | 204448104 | $7.6K | 799,000 | 4.9% |
| Etfs Palladium Trust | SH BEN INT | 26923A106 | $5.4K | 70,000 | 3.5% |
| Eldorado Gold Corp | COM | 284902103 | $4.0K | 650,000 | 2.6% |
| Kinross Gold Corp(KGC) | COM NO PAR | 496902404 | $2.8K | 1,000,000 | 1.8% |
| Etfs Platinum Trust | SH BEN INT | 26922V101 | $2.6K | 22,500 | 1.7% |
| B2gold Corp(BTG) | COM | 11777Q209 | $2.6K | 1,594,338 | 1.7% |
| New Gold Inc(NGD) | COM | 644535106 | $2.6K | 600,000 | 1.7% |
| Alamos Gold Inc | COM | 011527108 | $1.8K | 250,000 | 1.2% |
| Primero Mining Corp | COM | 74164W106 | $768 | 200,000 | 0.5% |