StockDriftsStockDriftsTop 25 Global Strategic Management INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BTG | B2GOLD CORP | 17.99% | 6.23M | $23.3M | +1038.71%(+5.68M) | $4.05(+27.06%) | 2026-06-30 | |
| MTA | METALLA RTY & STREAMING LTD | 15.11% | 2.57M | $19.6M | +10.75%(+249.43K) | $7.06(+28.55%) | 2026-06-30 | |
| FNV | FRANCO NEV CORP | 12.27% | 76.5K | $15.9M | +0.35%(+269) | $215.12(+8.88%) | 2026-06-30 | |
| AEM | AGNICO EAGLE MINES LTD | 8.54% | 71.6K | $11.1M | +4.95%(+3.38K) | $169.25(+12.07%) | 2026-06-30 | |
| FSM | FORTUNA MNG CORP | 6.53% | 1.00M | $8.5M | +2.39%(+23.37K) | $9.39(+11.70%) | 2026-06-30 | |
| TFPM | TRIPLE FLAG PRECIOUS METAL | 6.03% | 261.2K | $7.8M | -13.63%(-41.22K) | $31.24(+0.74%) | 2026-06-30 | |
| OR | OR ROYALTIES INC | 5.2% | 213.0K | $6.7M | +0.72%(+1.52K) | $37.70(-11.52%) | 2026-06-30 | |
| PAAS | PAN AMERN SILVER CORP | 4.78% | 138.8K | $6.2M | -6.37%(-9.45K) | $45.27(+4.75%) | 2026-06-30 | |
| RGLD | ROYAL GOLD INC | 3.67% | 23.8K | $4.8M | +7.02%(+1.56K) | $211.94(+8.84%) | 2026-06-30 | |
| ELE | ELEMENTAL RTY CORP | 3.29% | 244.7K | $4.3M | -1.20%(-2.98K) | $17.49(+20.38%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (5 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +9.44% |
| Top 20 Holdings Unweighted | — | — | — | — | +4.86% |
Global Strategic Management INC reports $129.55M in US-listed equity holdings across 26 positions in its most recent 13F filing. Its largest disclosed positions are BTG (18.0%), MTA (15.1%) and FNV (12.3%). The top 20 holdings account for 96.79% of reported assets. Its disclosed equity book has returned +9.44% cumulatively over 5 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Global Strategic Management INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1413303). View Global Strategic Management INC’s 13F filings on SEC