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GLOBAL STRATEGIC MANAGEMENT INC
Q2 2026 13F filing
Updated 28 days ago26 disclosed positions worth $129.6M
Portfolio value
$129.6M
Total holdings
26
New positions
0
Closed positions
0
Increased
0
Decreased
0
Turnover
—
Filed
2026-08-14
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | B BTG B2GOLD CORP | $23.3M | 6.23M | 17.99% | — |
| 2 | M MTA METALLA RTY & STREAMING LTD | $19.6M | 2.57M | 15.11% | — |
| 3 | F FNV FRANCO NEV CORP | $15.9M | 76.5K | 12.27% | — |
| 4 | A AEM AGNICO EAGLE MINES LTD | $11.1M | 71.6K | 8.54% | — |
| 5 | F FSM FORTUNA MNG CORP | $8.5M | 1.00M | 6.53% | — |
| 6 | T TFPM TRIPLE FLAG PRECIOUS METAL | $7.8M | 261.2K | 6.03% | — |
| 7 | O OR OR ROYALTIES INC | $6.7M | 213.0K | 5.20% | — |
| 8 | P PAASF PAN AMERN SILVER CORP | $6.2M | 138.8K | 4.78% | — |
| 9 | R RGLD ROYAL GOLD INC | $4.8M | 23.8K | 3.67% | — |
| 10 | E ELE ELEMENTAL RTY CORP | $4.3M | 244.7K | 3.29% | — |
| 11 | W WPM WHEATON PRECIOUS METALS CORP | $4M | 35.6K | 3.09% | — |
| 12 | A AU ANGLOGOLD ASHANTI PLC | $2.9M | 35.6K | 2.22% | — |
| 13 | D DC DAKOTA GOLD CORP | $2.1M | 498.8K | 1.64% | — |
| 14 | A ARCC ARES CAPITAL CORP | $2M | 108.2K | 1.55% | — |
| 15 | E EQX EQUINOX GOLD CORP | $1.6M | 167.4K | 1.26% | — |
| 16 | P PSLV SPROTT ASSET MANAGEMENT LP PHYSICAL SILVER | $1.4M | 75.0K | 1.10% | — |
| 17 | B B BARRICK MNG CORP | $1.3M | 36.3K | 1.03% | — |
| 18 | L LANDO GLADSTONE LD CORP | $1.2M | 139.2K | 0.92% | — |
| 19 | O ORLA ORLA MNG LTD | $1M | 107.1K | 0.81% | — |
| 20 | W WRN WESTERN COPPER & GOLD CORP | $987K | 439.2K | 0.76% | — |
| 21 | D DGEAF DIAGEO PLC SPON ADR | $832K | 10.3K | 0.64% | — |
| 22 | D DMLP DORCHESTER MINERALS L P | $687K | 27.1K | 0.53% | — |
| 23 | C CAG CONAGRA BRANDS INC | $489K | 36.5K | 0.38% | — |
| 24 | G GBDC GOLUB CAP BDC INC | $473K | 36.3K | 0.37% | — |
| 25 | I IE IVANHOE ELECTRIC INC | $341K | 35.4K | 0.26% | — |
| 26 | I IAUX-WT I-80 GOLD CORP | $70K | 49.0K | 0.05% | — |