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Global Strategic Management Inc Portfolio
$132.2M across 29 positions as of 2026-09-30, with 82% of it in the ten largest. 4 quarters on file.
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| METALLA RTY & STREAMING LTD | $25.1M | 19.0% | 2,666,083 |
| FNVFranco-Nevada Corp | $18.4M | 13.9% | 76,915 |
| AGNICO EAGLE MINES LTD COM | $14.4M | 10.9% | 78,550 |
| FORTUNA MNG CORP | $11.8M | 8.9% | 1,046,319 |
| OR ROYALTIES INC | $7.8M | 5.9% | 227,946 |
| TRIPLE FLAG PRECIOUS METAL | $7.5M | 5.7% | 243,435 |
| RGLDRoyal Gold Inc | $7M | 5.3% | 29,545 |
| PAASPan American Silver Corp | $6.9M | 5.2% | 150,947 |
| WPMWheaton Precious Metals Corp | $4.7M | 3.6% | 35,409 |
| ELEMENTAL RTY CORP | $4.7M | 3.6% | 245,057 |
| EQUINOX GOLD CORP | $3.8M | 2.9% | 345,308 |
| DCPutnam Focused Intl Equity-A | $3.1M | 2.3% | 502,184 |
| B2GOLD CORP | $2.8M | 2.1% | 536,864 |
| ARCCAres Capital Corp | $2M | 1.5% | 103,562 |
| SPROTT ASSET MANAGEMENT LP PHYSICAL SILVER | $1.5M | 1.1% | 75,700 |
| GLADSTONE LD CORP | $1.3M | 1.0% | 142,110 |
| DMLPDorchester Minerals LP | $1.3M | 1.0% | 47,250 |
| ANGLOGOLD ASHANTI PLC COM SHS | $1.3M | 1.0% | 13,540 |
| WESTERN COPPER & GOLD CORP | $1.2M | 0.9% | 524,500 |
| SEABRIDGE GOLD INC | $1.1M | 0.8% | 37,500 |
| ARISAris Gold Corp | $987K | 0.7% | 56,600 |
| DEODiageo PLC | $904K | 0.7% | 10,550 |
| URNMSPROTT FDS TR URANI MINER ETF | $864K | 0.7% | 18,180 |
| ITUBItau Unibanco Holding SA | $449K | 0.3% | 52,400 |
| GBDCGolub Capital BDC Inc | $395K | 0.3% | 31,300 |
| IVANHOE ELECTRIC INC | $355K | 0.3% | 35,438 |
| FIRST MAJESTIC SILVER CORP COM | $349K | 0.3% | 19,700 |
| BANCO BRADESCO S A SP ADR PFD NEW | $221K | 0.2% | 62,500 |
| I-80 GOLD CORP | $50K | 0.0% | 30,000 |
Quarter ending 2026-09-30.
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