Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
GLOBAL STRATEGIC MANAGEMENT INC (CIK 1413303) reported $129.6M across 26 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: BTG ($23.3M, 17.99%), MTA ($19.6M, 15.11%), FNV ($15.9M, 12.27%), AEM ($11.1M, 8.54%), FSM ($8.5M, 6.53%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BTG | B2GOLD CORP | $23.3M | 17.99% | 6.2M | Added |
| 2 | MTA | METALLA RTY & STREAMING LTD | $19.6M | 15.11% | 2.6M | Added |
| 3 | FNV | FRANCO NEV CORP | $15.9M | 12.27% | 76,485 | Added |
| 4 | AEM | AGNICO EAGLE MINES LTD | $11.1M | 8.54% | 71,647 | Added |
| 5 | FSM | FORTUNA MNG CORP | $8.5M | 6.53% | 1.0M | Added |
| 6 | TFPM | TRIPLE FLAG PRECIOUS METAL | $7.8M | 6.03% | 261,158 | Trimmed |
| 7 | OR | OR ROYALTIES INC | $6.7M | 5.20% | 213,026 | Added |
| 8 | PAAS | PAN AMERN SILVER CORP | $6.2M | 4.78% | 138,837 | Trimmed |
| 9 | RGLD | ROYAL GOLD INC | $4.8M | 3.67% | 23,780 | Added |
| 10 | ELE | ELEMENTAL RTY CORP | $4.3M | 3.29% | 244,743 | Trimmed |
| 11 | WPM | WHEATON PRECIOUS METALS CORP | $4.0M | 3.09% | 35,579 | Trimmed |
| 12 | AU | ANGLOGOLD ASHANTI PLC | $2.9M | 2.22% | 35,600 | New |
| 13 | DC/WS | DAKOTA GOLD CORP | $2.1M | 1.64% | 498,784 | Trimmed |
| 14 | ARCC | ARES CAPITAL CORP | $2.0M | 1.55% | 108,192 | Added |
| 15 | EQX | EQUINOX GOLD CORP | $1.6M | 1.26% | 167,363 | Trimmed |
| 16 | PSLV | SPROTT ASSET MANAGEMENT LP PHYSICAL SILVER | $1.4M | 1.10% | 75,000 | Trimmed |
| 17 | B | BARRICK MNG CORP | $1.3M | 1.03% | 36,275 | Trimmed |
| 18 | LAND | GLADSTONE LD CORP | $1.2M | 0.92% | 139,170 | Added |
| 19 | ORLA | ORLA MNG LTD | $1.0M | 0.81% | 107,095 | Added |
| 20 | WRN | WESTERN COPPER & GOLD CORP | $987,000 | 0.76% | 439,200 | Hold |
| 21 | DEO | DIAGEO PLC SPON ADR | $832,000 | 0.64% | 10,350 | Added |
| 22 | DMLP | DORCHESTER MINERALS L P | $687,000 | 0.53% | 27,050 | New |
| 23 | CAG | CONAGRA BRANDS INC | $489,000 | 0.38% | 36,500 | Trimmed |
| 24 | GBDC | GOLUB CAP BDC INC | $473,000 | 0.37% | 36,300 | Trimmed |
| 25 | IE | IVANHOE ELECTRIC INC | $341,000 | 0.26% | 35,438 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30