Q2 2026 13F filing
Updated 44 days ago268 disclosed positions worth $3.2B
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | P PHYS SPROTT INC | $472.1M | 4.20M | 14.97% | Added(+0.4%) |
| 2 | ? N/A SPROTT FOCUS TR INC | $148.3M | 15.64M | 4.70% | Added(+0.7%) |
| 3 | A AEM AGNICO EAGLE MINES LTD | $107.7M | 693.8K | 3.41% | Added(+1.3%) |
| 4 | C CDE COEUR MNG INC | $105.9M | 6.49M | 3.36% | Trimmed(-4.9%) |
| 5 | S STT-PG SPDR SERIES TRUST | $100.9M | 1.10M | 3.20% | Added(+25.4%) |
| 6 | I IAG IAMGOLD CORP | $100M | 6.31M | 3.17% | Trimmed(-4.0%) |
| 7 | W WPM WHEATON PRECIOUS METALS CORP | $95M | 844.6K | 3.01% | Trimmed(-3.3%) |
| 8 | E EQX EQUINOX GOLD CORP | $88.4M | 9.09M | 2.80% | Trimmed(-4.4%) |
| 9 | P PAASF PAN AMERN SILVER CORP | $82.5M | 1.84M | 2.62% | Added(+29.2%) |
| 10 | O OGC OCEANAGOLD CORP | $77.4M | 3.09M | 2.45% | — |
| 11 | O OR OR ROYALTIES INC | $77.1M | 2.44M | 2.45% | Added(+3.2%) |
| 12 | S SPY STATE STR SPDR S&P 500 ETF T | $65.5M | 87.2K | 2.08% | Trimmed(-20.3%) |
| 13 | P PHYS SPROTT ASSET MANAGEMENT LP | $62M | 2.05M | 1.96% | Trimmed(-2.6%) |
| 14 | E EGO ELDORADO GOLD CORP NEW | $59M | 1.90M | 1.87% | Added(+25.6%) |
| 15 | V VZLA VIZSLA SILVER CORP | $50.7M | 15.43M | 1.61% | Trimmed(-9.6%) |
| 16 | S SSRGF SSR MINING IN | $50M | 1.77M | 1.58% | Added(+171.3%) |
| 17 | K KGCRF KINROSS GOLD CORP | $48.4M | 2.05M | 1.54% | Trimmed(-6.8%) |
| 18 | S SKE SKEENA RES LTD NEW | $47.9M | 1.80M | 1.52% | Added(+76.5%) |
| 19 | A AU ANGLOGOLD ASHANTI PLC | $47.6M | 587.9K | 1.51% | Trimmed(-6.9%) |
| 20 | F FNV FRANCO NEV CORP | $47.2M | 226.6K | 1.50% | Trimmed(-0.3%) |
| 21 | P PPTA PERPETUA RESOURCES CORP | $43M | 2.07M | 1.36% | Trimmed(-8.3%) |
| 22 | N NUE NUCOR CORP | $41.3M | 185.4K | 1.31% | Trimmed(-10.2%) |
| 23 | I IAUX-WT I-80 GOLD CORP | $38.5M | 26.53M | 1.22% | Trimmed(-26.0%) |
| 24 | E EXK ENDEAVOUR SILVER CORP | $36.9M | 4.46M | 1.17% | Added(+65.9%) |
| 25 | E ELE ELEMENTAL RTY CORP | $33.6M | 1.92M | 1.07% | Added(+2.3%) |
| 26 | S SSMR SUNSHINE SILVER MNG & REFNG | $32.2M | 2.44M | 1.02% | — |
| 27 | B B BARRICK MNG CORP | $32.1M | 873.2K | 1.02% | Trimmed(-45.3%) |
| 28 | P PSLV SPROTT ASSET MANAGEMENT LP | $31.6M | 1.68M | 1.00% | Added(+1.2%) |
| 29 | T TFPM TRIPLE FLAG PRECIOUS METAL | $30.3M | 1.01M | 0.96% | Trimmed(-1.3%) |
| 30 | F FMN FEDERATED HERMES INC | $28.4M | 513.9K | 0.90% | Unchanged |
| 31 | R RGLD ROYAL GOLD INC | $27.9M | 139.6K | 0.88% | Trimmed(-7.6%) |
| 32 | C CF CF INDUSTRIES HOLD | $27.8M | 257.2K | 0.88% | Added(+8.6%) |
| 33 | H HP HELMERICH & PAYNE INC | $27.6M | 843.5K | 0.88% | Trimmed(-1.6%) |
| 34 | C CALM CAL MAINE FOODS INC | $27.6M | 342.8K | 0.88% | Added(+7.9%) |
| 35 | V VNOM VIPER ENERGY INC | $27.2M | 641.8K | 0.86% | Added(+0.1%) |
| 36 | A AGI ALAMOS GOLD INC | $27.1M | 892.2K | 0.86% | Trimmed(-18.5%) |
| 37 | C CEF SPROTT ASSET MANAGEMENT LP | $25.6M | 636.7K | 0.81% | Trimmed(-1.9%) |
| 38 | A AYA AYA GOLD & SILVER INC | $24.6M | 1.30M | 0.78% | — |
| 39 | C CCJ CAMECO CORP | $21.9M | 215.0K | 0.69% | Added(+4.6%) |
| 40 | X XOM EXXON MOBIL CORP | $21.5M | 157.4K | 0.68% | Trimmed(-37.1%) |
| 41 | ? N/A VANECK ETF TRUST | $21.4M | 214.3K | 0.68% | Trimmed(-0.7%) |
| 42 | T TPL TEXAS PACIFIC LAND CORPORATI | $18.9M | 43.3K | 0.60% | Added(+2.8%) |
| 43 | ? N/A INVESCO QQQ TR | $18.4M | 25.7K | 0.58% | Trimmed(-7.2%) |
| 44 | E EZRA RELIANCE INC | $17.5M | 46.8K | 0.55% | Trimmed(-12.1%) |
| 45 | S STLD STEEL DYNAMICS INC | $16.8M | 73.4K | 0.53% | Trimmed(-23.4%) |
| 46 | G GFIOF GOLD FIELDS LTD | $16.8M | 500.0K | 0.53% | Added(+431.8%) |
| 47 | N NFGC NEW FOUND GOLD CORP | $16.1M | 10.47M | 0.51% | Added(+35.6%) |
| 48 | ? N/A SOLARIS RES INC | $14.8M | 1.76M | 0.47% | Added(+0.1%) |
| 49 | N NEMCL NEWMONT CORP | $14.5M | 155.5K | 0.46% | Trimmed(-4.6%) |
| 50 | M MTA METALLA RTY & STREAMING LTD | $14.2M | 1.87M | 0.45% | Added(+16.7%) |