Q2 2019 Holdings
Filed 2019-08-14 | 18 holdings | $129.7K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Agnico Eagle Mines LTD(AEM) | COM | 008474108 | $20.5K | 400,000 | 15.8% |
| Barrick Gold Corp(ABX) | COM | 067901108 | $19.0K | 1,200,000 | 14.6% |
| Newmont Goldcorp Corp(NEM) | COM | 651639106 | $15.4K | 400,000 | 11.9% |
| B2gold Corp(BTG) | COM | 11777Q209 | $9.1K | 3,000,000 | 7.0% |
| Alamos Gold Inc(AGI) | COM CL A | 011532108 | $9.1K | 1,500,000 | 7.0% |
| SSR MNG Inc(SSRM) | COM | 784730103 | $8.2K | 600,000 | 6.3% |
| Pretium Resources Inc | COM | 74139C102 | $7.3K | 725,000 | 5.6% |
| Compania de Minas Buenaventura SAA(BVN) | SPONSORED ADR | 204448104 | $6.7K | 400,000 | 5.1% |
| Maverix Metals Inc | COM | 57776F405 | $6.6K | 1,500,000 | 5.1% |
| Franco Nevada Corp(FNV) | COM | 351858105 | $5.1K | 60,000 | 3.9% |
| Golden Star RES LTD | COM | 38119T807 | $4.0K | 979,521 | 3.1% |
| Gold Fields LTD(EDG) | COM | 38059T106 | $3.6K | 670,423 | 2.8% |
| MAG Silver Corp(MQ8) | COM | 55903Q104 | $3.4K | 325,000 | 2.6% |
| Kirkland Lake Gold LTD(KL) | COM | 49741E100 | $3.2K | 75,000 | 2.5% |
| Kinross Gold Corp(KGC) | COM | 496902404 | $3.1K | 800,000 | 2.4% |
| Royal Gold Inc(RGLD) | COM | 780287108 | $3.1K | 30,000 | 2.4% |
| Iamgold Corp(IAG) | COM | 450913108 | $2.3K | 675,000 | 1.8% |