Q3 2019 Holdings
Filed 2019-11-14 | 17 holdings | $117.3K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Agnico Eagle Mines LTD(AEM) | COM | 008474108 | $21.4K | 400,000 | 18.3% |
| Barrick Gold Corp(ABX) | COM | 067901108 | $17.3K | 1,000,000 | 14.8% |
| B2gold Corp(BTG) | COM | 11777Q209 | $9.8K | 3,000,000 | 8.3% |
| Newmont Goldcorp Corp(NEM) | COM | 651639106 | $9.5K | 250,000 | 8.1% |
| Alamos Gold Inc(AGI) | COM CL A | 011532108 | $8.7K | 1,500,000 | 7.5% |
| SSR MNG Inc(SSRM) | COM | 784730103 | $8.7K | 600,000 | 7.4% |
| Pretium Resources Inc | COM | 74139C102 | $8.3K | 725,000 | 7.1% |
| Maverix Metals Inc | COM | 57776F405 | $6.1K | 2,000,000 | 5.2% |
| Franco Nevada Corp(FNV) | COM | 351858105 | $4.6K | 50,000 | 3.9% |
| Golden Star RES LTD | COM | 38119T807 | $4.3K | 1,850,000 | 3.7% |
| Kinross Gold Corp(KGC) | COM | 496902404 | $3.7K | 800,000 | 3.1% |
| MAG Silver Corp(MQ8) | COM | 55903Q104 | $3.4K | 325,000 | 2.9% |
| Americas Gold & Silver Corp(SPMEUR) | COM | 03062D100 | $3.4K | 1,345,000 | 2.9% |
| Kirkland Lake Gold LTD(KL) | COM | 49741E100 | $3.4K | 75,000 | 2.9% |
| Gold Fields LTD(EDG) | COM | 38059T106 | $3.3K | 670,423 | 2.8% |
| Royal Gold Inc(RGLD) | COM | 780287108 | $1.3K | 250,000 | 1.1% |