Q4 2019 Holdings
Filed 2020-02-14 | 16 holdings | $393.8K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| DBX ETF TR(ASHR) | XTRACK HRVST CSI | 233051879 | $240.0K | 8,100 | 60.9% |
| Agnico Eagle Mines LTD(AEM) | COM | 008474108 | $24.6K | 400,000 | 6.3% |
| Barrick Gold Corporation(ABX) | COM | 067901108 | $24.1K | 1,000,000 | 6.1% |
| B2gold Corp(BTG) | COM | 11777Q209 | $15.6K | 3,000,000 | 4.0% |
| SSR MNG Inc(SSRM) | COM | 784730103 | $15.0K | 600,000 | 3.8% |
| Alamos Gold Inc New(AGI) | COM CL A | 011532108 | $13.7K | 1,750,000 | 3.5% |
| Maverix Metals Inc | COM NEW | 57776F405 | $9.9K | 1,750,000 | 2.5% |
| Golden Star RES LTD CDA | COM | 38119T807 | $9.1K | 1,850,000 | 2.3% |
| Vaneck Merk Gold Trust(OUNZ) | GOLD TRUST | 921078101 | $8.9K | 596,412 | 2.2% |
| Pretium RES Inc | COM | 74139C102 | $8.1K | 725,000 | 2.0% |
| Newmont Goldcorp Corporation(NEM) | COM | 651639106 | $6.5K | 150,000 | 1.7% |
| Americas Gold and Silver COR(SPMEUR) | COM | 03062D100 | $6.0K | 1,475,000 | 1.5% |
| Gold Fields LTD New(EDG) | SPONSORED ADR | 38059T106 | $4.4K | 670,423 | 1.1% |
| MAG Silver Corp(MQ8) | COM | 55903Q104 | $3.8K | 325,000 | 1.0% |
| Silvercrest Metals Inc | COM | 828363101 | $3.7K | 425,000 | 0.9% |
| Ishares TR(MCHI) | MSCI CHINA ETF | 46429B671 | $218 | 3,400 | 0.1% |