Q4 2018 Holdings
Filed 2019-01-30 | 15 holdings | $143.0K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Barrick Gold Corp(ABX) | COM | 067901108 | $34.2K | 2,528,925 | 23.9% |
| Newmont Mining Corp(NEM) | COM | 651639106 | $19.8K | 570,368 | 13.8% |
| Agnico Eagle Mines LTD(AEM) | COM | 008474108 | $18.2K | 450,000 | 12.7% |
| Royal Gold Inc(RGLD) | COM | 780287108 | $14.1K | 165,000 | 9.9% |
| Compania de Minas Buenaventura(BVN) | SPONSORED ADR | 204448104 | $11.3K | 699,000 | 7.9% |
| Franco Nevada Corp(FNV) | COM | 351858105 | $11.2K | 160,000 | 7.9% |
| Goldcorp Inc | COM | 380956409 | $9.1K | 932,400 | 6.4% |
| Pretium Resources Inc | COM | 74139C102 | $6.1K | 725,000 | 4.3% |
| B2gold Corp(BTG) | COM | 11777Q209 | $4.7K | 1,594,338 | 3.3% |
| Alamos Gold Inc(AGI) | COM CL A | 011532108 | $3.2K | 875,000 | 2.2% |
| Kinross Gold Corp(KGC) | COM NO PAR | 496902404 | $2.6K | 800,000 | 1.8% |
| Iamgold Corp(IAG) | COM | 450913108 | $2.5K | 675,000 | 1.7% |
| MAG Silver Corp(MQ8) | COM | 55903Q104 | $2.4K | 325,000 | 1.7% |
| Golden Star Resources LTD | COM | 38119T104 | $1.8K | 580,000 | 1.3% |
| Tahoe Resources Inc | COM | 873868103 | $1.8K | 493,200 | 1.3% |