CIK: 0001732768
Total reported value
$5.1B
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SBSW | Sibanye Stillwater Limited | Stock-Other | 43.84% | — | +33.05% | |
| 2 | ✓ | Veon LTD | Stock-Other | 20.46% | — | +69.81% | |
| 3 | CCJ | Cameco CORP | Stock-Energy | 14.19% | — | +34.28% | |
| 4 | HMY | Harmony Gold Mng-spon Adr | Stock-Other | 8.97% | -1.65% | +467.27% | |
| 5 | ✓ | New Gold INC Cda | Stock-Other | 5.56% | — | — | |
| 6 | NG | Novagold Resources INC | Stock-Other | 4.88% | +0.81% | — | |
| 7 | GDXJ | Vaneck Junior Gold Miners | ETF-Commodities | 2.11% | -0.44% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | HMY | Harmony Gold Mng-spon Adr | +7.2% | +467.27% | Add |
| 2 | CCJ | Cameco CORP | -0.9% | +34.28% | Add |
| 3 | ✓ | Veon LTD | -4.2% | +69.81% | Add |
| 4 | SBSW | Sibanye Stillwater Limited | -14.7% | +33.05% | Add |
| 5 | ✓ | New Gold INC Cda | — | NEW | New buy |
| 6 | NG | Novagold Resources INC | — | NEW | New buy |
| 7 | GDXJ | Vaneck Junior Gold Miners | — | NEW | New buy |