StockDriftsStockDriftsTop 8 Electrum Group LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NG | NOVAGOLD RESOURCES INC | 16.38% | 92.90M | $554.6M | +0.00%(+0) | $9.06(-14.35%) | 2026-06-30 | |
| TMQ | TRILOGY METALS INC NEW | 3.28% | 31.60M | $110.9M | +0.00%(+0) | $3.20(+21.84%) | 2026-06-30 | |
| THM | INTERNATIONAL TOWER HILL MIN | 1.88% | 31.92M | $63.5M | +0.00%(+0) | $1.78(+56.51%) | 2026-06-30 | |
| SILJ | AMPLIFY ETF TR | 0.6% | 777.6K | $20.2M | +0.00%(+0) | $25.38(+17.87%) | 2026-06-30 | |
| SIL | GLOBAL X FDS | 0.57% | 251.0K | $19.4M | +0.00%(+0) | $77.57(+17.05%) | 2026-06-30 | |
| HL | HECLA MINING COMPANY | 0.16% | 356.3K | $5.5M | +0.00%(+0) | $15.65(+12.02%) | 2026-06-30 | |
| PAAS | PAN AMERN SILVER CORP | 0.12% | 92.1K | $4.1M | +0.00%(+0) | $45.27(+14.67%) | 2026-06-30 | |
| CDE | COEUR MNG INC | 0.1% | 200.3K | $3.3M | +0.00%(+0) | $18.30(-0.03%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | -30.09% |
| Top 20 Holdings Unweighted | — | — | — | — | -12.75% |
Electrum Group LLC reports $3.39B in US-listed equity holdings across 10 positions in its most recent 13F filing. Its largest disclosed positions are NG (16.4%), TMQ (3.3%) and THM (1.9%). The top 20 holdings account for 23.09% of reported assets. Its disclosed equity book has returned -30.09% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.
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Holdings on this page are parsed from Electrum Group LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1565641). View Electrum Group LLC’s 13F filings on SEC