Q2 2013 Holdings
Filed 2013-08-14 | 19 holdings | $176.5K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Cameco Corp(CCJ) | COM | 13321L108 | $24.3K | 1,177,602 | 13.8% |
| Aurico Gold Inc | COM | 05155C105 | $19.6K | 4,484,100 | 11.1% |
| Etfs Palladium TR | SH BEN INT | 26923A106 | $18.0K | 278,727 | 10.2% |
| Etfs Platinum TR | SH BEN INT | 26922V101 | $15.2K | 116,324 | 8.6% |
| Taseko Mines LTD(TGB) | COM | 876511106 | $13.4K | 7,122,600 | 7.6% |
| Goldcorp Inc New | COM | 380956409 | $12.5K | 506,200 | 7.1% |
| Kinross Gold Corp(KGC) | COM NO PAR | 496902404 | $11.2K | 2,205,500 | 6.4% |
| Yamana Gold Inc | COM | 98462Y100 | $8.9K | 933,000 | 5.0% |
| Lake Shore Gold Corp | COM | 510728108 | $8.4K | 27,505,500 | 4.8% |
| Freeport-Mcmoran Copper & GO(FCX) | COM | 35671D857 | $8.2K | 297,616 | 4.7% |
| Platinum Group Metals LTD | COM | 72765Q205 | $7.0K | 7,753,000 | 4.0% |
| Teck Resources LTD(TECK) | CL B | 878742204 | $6.8K | 316,000 | 3.8% |
| Nevsun RES LTD | COM | 64156L101 | $6.3K | 2,145,000 | 3.6% |
| Blue Wolf Mongolia Holdings | Unit 99/99/9999 | G11962126 | $3.6K | 350,000 | 2.0% |
| Franco Nevada Corp(FNV) | COM | 351858105 | $3.4K | 95,000 | 1.9% |
| Stillwater MNG Co | COM | 86074Q102 | $3.3K | 310,000 | 1.9% |
| Barrick Gold Corp(ABX) | COM | 067901108 | $3.0K | 187,658 | 1.7% |
| Exeter RES Corp | COM | 301835104 | $2.2K | 3,050,700 | 1.2% |
| Loncor Resources Inc | COM | 54179W101 | $1.1K | 6,474,562 | 0.6% |