Q4 2017 Holdings
Filed 2018-01-30 | 16 holdings | $167.0K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Randgold Resources LTD | ADR | 752344309 | $25.1K | 254,100 | 15.1% |
| Newmont Mining Corp(NEM) | COM | 651639106 | $21.4K | 570,368 | 12.8% |
| Agnico Eagle Mines LTD(AEM) | COM | 008474108 | $20.8K | 450,000 | 12.4% |
| Barrick Gold Corp(ABX) | COM | 067901108 | $16.3K | 1,125,000 | 9.8% |
| Royal Gold Inc(RGLD) | COM | 780287108 | $15.6K | 190,000 | 9.3% |
| Franco Nevada Corp(FNV) | COM | 351858105 | $12.8K | 160,000 | 7.7% |
| Goldcorp Inc | COM | 380956409 | $11.9K | 932,400 | 7.1% |
| Compania de Minas Buenaventura(BVN) | SPONSORED ADR | 204448104 | $9.8K | 699,000 | 5.9% |
| Pretium Resources Inc | COM | 74139C102 | $8.3K | 725,000 | 5.0% |
| Alamos Gold Inc(AGI) | COM CL A | 011532108 | $5.7K | 875,000 | 3.4% |
| B2gold Corp(BTG) | COM | 11777Q209 | $4.9K | 1,594,338 | 2.9% |
| MAG Silver Corp(MQ8) | COM | 55903Q104 | $4.0K | 325,000 | 2.4% |
| Kinross Gold Corp(KGC) | COM NO PAR | 496902404 | $3.5K | 800,000 | 2.1% |
| Tahoe Resources Inc | COM | 873868103 | $3.4K | 708,200 | 2.0% |
| Eldorado Gold Corp | COM | 284902103 | $1.9K | 1,296,570 | 1.1% |
| New Gold Inc(NGD) | COM | 644535106 | $1.6K | 500,000 | 1.0% |