Investor
Electrum Group LLC
CIK 0001565641 · filed 2026-05-12 · SEC filing
13F book
$1.08B
Positions
8
Largest name
77.1%
Novagold Res Inc · NG
Est. mark
−$38.2M
Price effect on 8 names still held. Flow −$25.1M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Novagold Res Inc | NG | 92.9M | $834.3M | 77.1% | −$31.6M | Held |
| Trilogy Metals Inc New | — | 31.6M | $113.5M | 10.5% | −$22.8M | Held |
| International Tower Hill Min | — | 31.9M | $73.4M | 6.8% | $12.7M | Added$19.9M |
| Amplify Etf Tr | — | 777.6K | $23.1M | 2.1% | $1.59M | Cut−$6.02M |
| Global X Fds | — | 251K | $22.6M | 2.1% | $1.65M | Cut−$5.95M |
| Hecla Mng Co | — | 356.3K | $6.64M | 0.6% | −$199.5K | Cut−$5.94M |
| Pan Amern Silver Corp | — | 92.1K | $5.03M | 0.5% | $259.8K | Cut−$6.16M |
| Coeur Mng Inc | — | 200.3K | $3.76M | 0.3% | $188.3K | Cut−$4.82M |
Positions as of Q1 2026. 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.