Palo Alto, CACIK 13028424 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
10 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Americas Gold And Silver Cor | 23.43M | $119.75M | 33.2% | −2.25M | Reduced |
| 2 | Orla Mng Ltd New | 6.20M | $83.51M | 23.2% | 0 | Held |
| 3 | Equinox Gold Corp | 4.90M | $68.87M | 19.1% | 0 | Held |
| 4 | Metalla Rty & Streaming Ltd |
| 3.00M |
| $23.34M |
| 6.5% |
| 0 |
| Held |
| 5 | Alamos Gold Inc New | 450.0K | $17.36M | 4.8% | −300.0K | Reduced |
| 6 | New Found Gold Corp | 4.75M | $14.05M | 3.9% | +2.40M | Added |
| 7 | Agnico Eagle Mines Ltd | 80.0K | $13.56M | 3.8% | −60.0K | Reduced |
| 8 | Integra Res Corp | 2.56M | $10.28M | 2.8% | −1.44M | Reduced |
| 9 | B2gold Corp | 2.00M | $9.02M | 2.5% | 0 | Held |
| 10 | Vaneck Merk Gold ETF | 22.9K | $948.5K | 0.3% | −3.7K | Reduced |