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Euro Pacific Asset Management, LLC

Q2 2026 13F filing

Updated 35 days ago

96 disclosed positions worth $879.5M

Portfolio value
$879.5M
Total holdings
96
New positions
0
Closed positions
0
Increased
33
Decreased
47
Turnover
Filed
2026-08-06

Full holdings

Every line item disclosed in Q2 2026

A
1.AEM

AGNICO EAGLE MINES LTD

-0.4%
Value
$59M
Shares
445.7K
% Port
6.70%
B
2.B

BARRICK MINING CORP

-9.9%
Value
$56.6M
Shares
1.50M
% Port
6.44%
F
3.FNV

FRANCO-NEVADA CORP

-0.2%
Value
$53.7M
Shares
249.2K
% Port
6.10%
P

PAN AMERICAN SILVER CORP

-1.2%
Value
$47.7M
Shares
1.24M
% Port
5.42%
M
5.MTA

METALLA ROYALTY & STREAMING

+1.7%
Value
$42.9M
Shares
5.84M
% Port
4.88%
B

BRITISH AMERICAN TOB-SP ADR

-0.7%
Value
$39.7M
Shares
649.0K
% Port
4.51%
F
7.FSM

FORTUNA MINING CORP

+0.2%
Value
$38.4M
Shares
4.50M
% Port
4.37%
R

ROYAL GOLD INC

+0.1%
Value
$32.5M
Shares
165.5K
% Port
3.70%
O
9.OR

OR ROYALTIES INC

+0.2%
Value
$31.6M
Shares
1.03M
% Port
3.59%
W
10.WPM

WHEATON PRECIOUS METALS CORP

0.0%
Value
$31.2M
Shares
294.4K
% Port
3.55%
B
11.BTG

B2GOLD CORP

+0.1%
Value
$30.8M
Shares
8.15M
% Port
3.50%
E
12.EQX

EQUINOX GOLD CORP

+9.2%
Value
$24.8M
Shares
2.50M
% Port
2.82%
T
13.TFPM

TRIPLE FLAG PRECIOUS MET

-0.7%
Value
$24.1M
Shares
516.7K
% Port
2.74%
A
14.AU

ANGLOGOLD ASHANTI PLC

+0.2%
Value
$22.9M
Shares
273.3K
% Port
2.61%
I
15.IAG

IAMGOLD CORP

+0.6%
Value
$20.7M
Shares
1.28M
% Port
2.35%
E
16.ELE

ELEMENTAL ROYALTY CORP

+13.9%
Value
$19.4M
Shares
1.10M
% Port
2.21%
N

NOVO-NORDISK A/S-SPONS ADR

+27.1%
Value
$18.2M
Shares
594.1K
% Port
2.07%
N

NEWMONT CORP

-14.3%
Value
$16M
Shares
298.6K
% Port
1.82%
D
19.DC

DAKOTA GOLD CORP

+0.2%
Value
$15.5M
Shares
3.54M
% Port
1.77%
B

BP PLC-SPONS ADR

-0.8%
Value
$14.8M
Shares
359.3K
% Port
1.68%
O
21.OUNZ

VANECK MERK GOLD ETF

-2.6%
Value
$14.6M
Shares
376.5K
% Port
1.65%
B
22.BNS

BANK OF NOVA SCOTIA

-1.3%
Value
$13.9M
Shares
169.5K
% Port
1.59%
C
23.CEF

SPROTT PHYSICAL GOLD AND SIL

-6.7%
Value
$13.2M
Shares
255.7K
% Port
1.50%
K

KINROSS GOLD CORP

-2.3%
Value
$12M
Shares
762.0K
% Port
1.36%
W
25.WRN

WESTERN COPPER AND GOLD CORP

+6.0%
Value
$11.9M
Shares
2.57M
% Port
1.35%
O
26.OHI

OMEGA HEALTHCARE INVESTORS

Unchanged
Value
$11.6M
Shares
5.8K
% Port
1.32%
S

EQUINOR ASA-SPON ADR

-2.9%
Value
$11.2M
Shares
310.8K
% Port
1.27%
O
28.ORLA

ORLA MINING LTD

+11.9%
Value
$8.9M
Shares
977.1K
% Port
1.01%
A
29.ABEV

AMBEV SA-ADR

-1.3%
Value
$7.7M
Shares
2.30M
% Port
0.87%
A
30.ACN

ACCENTURE PLC-CL A

+59.4%
Value
$7.5M
Shares
105.7K
% Port
0.86%
S
31.SKM

SK TELECOM CO LTD-SPON ADR

-0.1%
Value
$7M
Shares
223.2K
% Port
0.80%
G

GSK PLC-SPON ADR

-0.8%
Value
$6.6M
Shares
206.6K
% Port
0.75%
?
33.N/A

JSC KASPI.KZ ADR

+242.6%
Value
$6.4M
Shares
108.5K
% Port
0.73%
T
34.TTE

TOTALENERGIES SE

-1.2%
Value
$6.3M
Shares
175.8K
% Port
0.72%
V
35.VALE

VALE SA-SP ADR

+0.2%
Value
$5.9M
Shares
499.6K
% Port
0.67%
A

ASML HOLDING NV-NY REG SHS

-8.0%
Value
$5.7M
Shares
2.7K
% Port
0.65%
I
37.IBM

INTL BUSINESS MACHINES CORP

-8.9%
Value
$5.5M
Shares
921
% Port
0.63%
B

BHP GROUP LTD-SPON ADR

+3.5%
Value
$5.1M
Shares
60.9K
% Port
0.58%
N

NOVARTIS AG-SPONSORED ADR

-0.3%
Value
$4.9M
Shares
41.5K
% Port
0.56%
P
40.PSLV

SPROTT PHYSICAL SILVER TRUST

-0.3%
Value
$4.8M
Shares
284.6K
% Port
0.55%
B

BCE INC

-0.3%
Value
$4.6M
Shares
207.1K
% Port
0.52%
R

SHELL PLC-ADR

-1.2%
Value
$4.3M
Shares
159.7K
% Port
0.49%
A
43.AQNB

ALGONQUIN POWER & UTILITIES

Unchanged
Value
$4.2M
Shares
703.5K
% Port
0.48%
I
44.IE

IVANHOE ELECTRIC INC / US

-4.8%
Value
$4M
Shares
418.9K
% Port
0.46%
B
45.BBDO

BANCO BRADESCO-ADR

+4.2%
Value
$3.9M
Shares
1.10M
% Port
0.44%
P
46.PM

PHILIP MORRIS INTERNATIONAL

-1.0%
Value
$3.8M
Shares
45.9K
% Port
0.43%
I
47.ITUB

ITAU UNIBANCO H-SPON PRF ADR

-0.1%
Value
$3.5M
Shares
424.5K
% Port
0.40%
?
48.N/A

FIRST TRUST EMERGING MARKETS

-4.5%
Value
$3.2M
Shares
109.1K
% Port
0.37%
N
49.NTR

NUTRIEN LTD

-0.9%
Value
$3.1M
Shares
102.3K
% Port
0.36%
G

GRAB HOLDINGS LTD - CL A

Unchanged
Value
$2.8M
Shares
653.4K
% Port
0.32%