Q1 2019 Holdings
Filed 2019-05-15 | 15 holdings | $141.7K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Barrick Gold Corporation(ABX) | COM | 067901108 | $31.3K | 2,278,924 | 22.1% |
| Agnico Eagle Mines LTD(AEM) | COM | 008474108 | $19.6K | 450,000 | 13.8% |
| Newmont MNG Corp(NEM) | COM | 651639106 | $17.9K | 570,368 | 12.6% |
| Compania de Minas Buenaventu(BVN) | SPONSORED ADR | 204448104 | $12.1K | 699,000 | 8.5% |
| Franco Nevada Corp(FNV) | COM | 351858105 | $12.0K | 160,000 | 8.5% |
| Royal Gold Inc(RGLD) | COM | 780287108 | $10.9K | 150,000 | 7.7% |
| Goldcorp Inc New | COM | 380956409 | $10.7K | 932,400 | 7.5% |
| Pretium RES Inc | COM | 74139C102 | $6.2K | 725,000 | 4.4% |
| B2gold Corp(BTG) | COM | 11777Q209 | $4.5K | 1,594,338 | 3.2% |
| Alamos Gold Inc New(AGI) | COM CL A | 011532108 | $4.4K | 875,000 | 3.1% |
| MAG Silver Corp(MQ8) | COM | 55903Q104 | $3.5K | 325,000 | 2.4% |
| Kinross Gold Corp(KGC) | COM | 496902404 | $2.8K | 800,000 | 1.9% |
| Golden Star RES LTD CDA | COM | 38119T807 | $2.3K | 580,000 | 1.7% |
| Iamgold Corp(IAG) | COM | 450913108 | $2.3K | 675,000 | 1.7% |
| SSR MNG Inc(SSRM) | COM | 784730103 | $1.3K | 100,000 | 0.9% |