Investor
Electrum Group LLC
CIK 0001565641 · filed 2026-02-11 · SEC filing
13F book
$1.15B
Positions
8
Largest name
75.5%
Novagold Res Inc · NG
Est. mark
—
Need a prior quarter to estimate
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Novagold Res Inc | NG | 92.9M | $865.9M | 75.5% | — | Held |
| Trilogy Metals Inc New | — | 31.6M | $136.2M | 11.9% | — | Held |
| International Tower Hill Min | — | 28.8M | $53.5M | 4.7% | — | Held |
| Amplify Etf Tr | — | 1.05M | $29.1M | 2.5% | — | Held |
| Global X Fds | — | 342K | $28.6M | 2.5% | — | Held |
| Hecla Mng Co | — | 655.3K | $12.6M | 1.1% | — | Held |
| Pan Amern Silver Corp | — | 216.1K | $11.2M | 1.0% | — | Held |
| Coeur Mng Inc | — | 481.3K | $8.58M | 0.7% | — | Held |
Positions as of Q4 2025. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.