Electrum Group Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$1.08B
Q ending 2026-03-31
Prior quarter
$1.15B
Q ending 2025-12-31
Change
-5.6% QoQ
Positions
8
reported holdings
Largest positions
All 8 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Novagold Resources Inc | NG | Shares | $834.3M | 92.9M |
| Trilogy Metals Inc New | TMQ | Shares | $113.5M | 31.6M |
| International Tower Hill Min | THM | Shares | $73.4M | 31.9M |
| Amplify Etf Tr | SILJ | Shares | $23.1M | 778K |
| Global X Fds | SIL | Shares | $22.6M | 251K |
| Hecla Mining Company | HL | Shares | $6.6M | 356K |
| Pan Amern Silver Corp | PAAS | Shares | $5.0M | 92K |
| Coeur Mng Inc | CDE | Shares | $3.8M | 200K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.