Q2 2013 Holdings
Filed 2013-08-14 | 21 holdings | $69.3K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Goldcorp Inc New | COM | 380956409 | $12.2K | 494,950 | 17.7% |
| Randgold RES LTD | ADR | 752344309 | $8.2K | 128,800 | 11.9% |
| Spdr Gold Trust | COM | 863307104 | $7.0K | 61,800 | 10.1% |
| Yamana Gold Inc | COM | 98462Y100 | $4.8K | 502,000 | 6.9% |
| Agnico Eagle Mines LTD(AEM) | COM | 008474108 | $4.7K | 171,200 | 6.8% |
| Silver Wheaton Corp | COM | 828336107 | $4.3K | 218,800 | 6.2% |
| Newmont Mining Corp(NEM) | COM | 651639106 | $4.1K | 136,300 | 5.9% |
| Anglogold Ashanti LTD(AU3EUR) | SPONSORED ADR | 035128206 | $3.4K | 236,900 | 4.9% |
| Iamgold Corp(IAG) | COM | 450913108 | $3.3K | 680,400 | 4.8% |
| Eldorado Gold Corp New | COM | 284902103 | $2.8K | 457,800 | 4.1% |
| Royal Gold Inc(RGLD) | COM | 780287108 | $2.5K | 60,000 | 3.6% |
| Kinross Gold Corp(KGC) | COM NO PAR | 496902404 | $2.3K | 444,400 | 3.3% |
| Barrick Gold Corp(ABX) | COM | 067901108 | $1.9K | 122,100 | 2.8% |
| Franco Nevada Corp(FNV) | COM | 351858105 | $1.7K | 48,336 | 2.5% |
| Gold Fields LTD New(EDG) | SPONSORED ADR | 38059T106 | $1.7K | 329,400 | 2.5% |
| New Gold Inc CDA(NGD) | COM | 644535106 | $962 | 149,900 | 1.4% |
| MAG Silver Corp(MQ8) | COM | 55903Q104 | $877 | 150,000 | 1.3% |
| Sibanye Gold LTD | SPONSORED ADR | 825724206 | $798 | 293,000 | 1.2% |
| Aurico Gold Inc | COM | 05155C105 | $675 | 154,107 | 1.0% |
| Fortuna Silver Mines | COM | 349915959 | $666 | 200,000 | 1.0% |
| PAN American Silver Corp(PAAS) | COM | 697900108 | $291 | 25,000 | 0.4% |