Institutional Fund
Electrum Group LLC
New York, NYCIK 15656412 filings on record
Portfolio Value
$1.08B
Q1 2026
Holdings
8
Reported positions
New Buys
0
Opened this quarter
QoQ Change
-5.5%
from $1.15B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Novagold Res Inc77.1%
- Trilogy Metals Inc New10.5%
- International Tower Hill Min6.8%
- Amplify ETF Tr2.1%
- Global X Fds2.1%
- Hecla Mng Co0.6%
- Other0.8%
Portfolio Holdings
8 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Novagold Res Inc | 92.90M | $834.27M | 77.1% | 0 | Held |
| 2 | Trilogy Metals Inc New | 31.60M | $113.46M | 10.5% | 0 | Held |
| 3 | International Tower Hill Min | 31.92M | $73.41M | 6.8% | +3.15M | Added |
| 4 | Amplify ETF Tr | 777.6K | $23.11M | 2.1% | −275.0K | Reduced |
| 5 | Global X Fds | 251.0K | $22.61M | 2.1% | −91.0K | Reduced |
| 6 | Hecla Mng Co | 356.3K | $6.64M | 0.6% | −299.0K | Reduced |
| 7 | Pan Amern Silver Corp | 92.1K | $5.03M | 0.5% | −124.0K | Reduced |
| 8 | Coeur Mng Inc | 200.3K | $3.76M | 0.3% | −281.0K | Reduced |