Electrum Group LLC
- SEC CIK
- 0001565641
- Latest filing
- Aug 10, 2026
Holdings in Q1 2026
Holdings as of Mar 31, 2026, filed May 12, 2026. Long positions only; changes compare share counts with Q4 2025.
- Positions
- 8
- 0 vs. Q4 2025
- Portfolio value
- $1.08B
- −$63.3M (−5.5%) vs. Q4 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| NGNovagold Resources Inc | COM NEW | 92,902,813 | $834.3M | 77.1% | 00.0% | Unchanged | History |
| TMQTrilogy Metals Inc. | COM | 31,604,741 | $113.5M | 10.5% | 00.0% | Unchanged | History |
| THMInternational Tower Hill Mines Ltd | COM | 31,918,825 | $73.4M | 6.8% | +3,153,153+11.0% | Added | History |
| Amplify ETF Tr032108649 | AMPLIFY JUNIOR S | 777,615 | $23.1M | 2.1% | −275,000−26.1% | Reduced | – |
| Global X FDS37954Y848 | GLOBAL X SILVER | 251,009 | $22.6M | 2.1% | −91,000−26.6% | Reduced | – |
| HLHecla Mining Co | COM | 356,251 | $6.64M | 0.6% | −299,000−45.6% | Reduced | History |
| PAASPan American Silver Corp | Stock | 92,130 | $5.03M | 0.5% | −124,000−57.4% | Reduced | History |
| CDECoeur Mining, Inc. | COM NEW | 200,315 | $3.76M | 0.3% | −281,000−58.4% | Reduced | History |