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 $120.4M across 23 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: FNV ($18.8M, 15.63%), MTA ($15.3M, 12.71%), AEM ($13.9M, 11.51%), TFPM ($10.5M, 8.72%), FSM ($9.7M, 8.02%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | FNV | FRANCO NEV CORP | $18.8M | 15.63% | 76,216 | Trimmed |
| 2 | MTA | METALLA RTY & STREAMING LTD | $15.3M | 12.71% | 2.3M | Added |
| 3 | AEM | AGNICO EAGLE MINES LTD | $13.9M | 11.51% | 68,270 | Trimmed |
| 4 | TFPM | TRIPLE FLAG PRECIOUS METAL | $10.5M | 8.72% | 302,378 | Trimmed |
| 5 | FSM | FORTUNA MNG CORP | $9.7M | 8.02% | 977,049 | Added |
| 6 | PAAS | PAN AMERN SILVER CORP | $8.1M | 6.72% | 148,284 | Trimmed |
| 7 | OR | OR ROYALTIES INC | $8.0M | 6.68% | 211,502 | Trimmed |
| 8 | RGLD | ROYAL GOLD INC | $5.6M | 4.69% | 22,221 | Trimmed |
| 9 | WPM | WHEATON PRECIOUS METALS CORP | $4.8M | 3.95% | 36,349 | Trimmed |
| 10 | ELEMENTAL RTY CORP | $4.7M | 3.89% | 247,719 | Trimmed | |
| 11 | B | BARRICK MNG CORP | $3.0M | 2.49% | 73,534 | Trimmed |
| 12 | DC/WS | DAKOTA GOLD CORP | $2.8M | 2.30% | 555,084 | New |
| 13 | EQX | EQUINOX GOLD CORP | $2.5M | 2.10% | 175,178 | Added |
| 14 | BTG | B2GOLD CORP | $2.5M | 2.05% | 547,164 | Added |
| 15 | ARCC | ARES CAPITAL CORP | $1.9M | 1.54% | 103,112 | Trimmed |
| 16 | PSLV | SPROTT ASSET MANAGEMENT LP PHYSICAL SILVER | $1.8M | 1.53% | 75,500 | Hold |
| 17 | ORLA | ORLA MNG LTD | $1.3M | 1.04% | 78,300 | Trimmed |
| 18 | LAND | GLADSTONE LD CORP | $1.2M | 1.03% | 121,720 | Trimmed |
| 19 | WRN | WESTERN COPPER & GOLD CORP | $1.1M | 0.92% | 439,200 | Added |
| 20 | DEO | DIAGEO PLC | $759,000 | 0.63% | 10,200 | New |
| 21 | GBDC | GOLUB CAP BDC INC | $645,000 | 0.54% | 50,700 | Added |
| 22 | CAG | CONAGRA BRANDS INC | $589,000 | 0.49% | 37,500 | Added |
| 23 | IE | IVANHOE ELECTRIC INC | $491,000 | 0.41% | 41,638 | Trimmed |
| 24 | VERSAMET ROYALTIES CORP | $316,000 | 0.26% | 33,500 | New | |
| 25 | IAUX | I-80 GOLD CORP | $181,000 | 0.15% | 120,000 | New |
Source: SEC Form 13F filings · as of 2026-03-31