Q2 2018 Holdings
Filed 2018-07-31 | 17 holdings | $155.7K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Newmont Mining Corp(NEM) | COM | 651639106 | $21.5K | 570,368 | 13.8% |
| Agnico Eagle Mines LTD(AEM) | COM | 008474108 | $20.6K | 450,000 | 13.2% |
| Randgold Resources LTD | ADR | 752344309 | $17.7K | 229,100 | 11.3% |
| Royal Gold Inc(RGLD) | COM | 780287108 | $17.6K | 190,000 | 11.3% |
| Barrick Gold Corp(ABX) | COM | 067901108 | $14.8K | 1,125,000 | 9.5% |
| Goldcorp Inc | COM | 380956409 | $12.8K | 932,400 | 8.2% |
| Franco Nevada Corp(FNV) | COM | 351858105 | $11.7K | 160,000 | 7.5% |
| Compania de Minas Buenaventura(BVN) | SPONSORED ADR | 204448104 | $9.5K | 699,000 | 6.1% |
| Pretium Resources Inc | COM | 74139C102 | $5.3K | 725,000 | 3.4% |
| Alamos Gold Inc(AGI) | COM CL A | 011532108 | $5.0K | 875,000 | 3.2% |
| B2gold Corp(BTG) | COM | 11777Q209 | $4.1K | 1,594,338 | 2.7% |
| MAG Silver Corp(MQ8) | COM | 55903Q104 | $3.5K | 325,000 | 2.3% |
| Tahoe Resources Inc | COM | 873868103 | $3.5K | 708,200 | 2.2% |
| Kinross Gold Corp(KGC) | COM NO PAR | 496902404 | $3.0K | 800,000 | 1.9% |
| Iamgold Corp(IAG) | COM | 450913108 | $2.0K | 350,000 | 1.3% |
| Golden Star Resources LTD | COM | 38119T104 | $2.0K | 2,900,000 | 1.3% |
| New Gold Inc(NGD) | COM | 644535106 | $1.0K | 500,000 | 0.7% |