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 | 44.71% | — | -1.30% | |
| 2 | ✓ | Veon LTD | Stock-Other | 21.39% | — | +14.33% | |
| 3 | CCJ | Cameco CORP | Stock-Energy | 16.72% | — | — | |
| 4 | HMY | Harmony Gold Mng-spon Adr | Stock-Other | 5.99% | -1.65% | — | |
| 5 | NG | Novagold Resources INC | Stock-Other | 5.84% | +0.81% | — | |
| 6 | NGDN | New Gold INC | Stock-Other | 4.46% | — | +14.61% | |
| 7 | GDXJ | Vaneck Junior Gold Miners | ETF-Commodities | 0.88% | -0.44% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SBSW | Sibanye Stillwater Limited | +7.6% | -1.30% | Trim |
| 2 | NGDN | New Gold INC | +0.4% | +14.61% | Add |
| 3 | GDXJ | Vaneck Junior Gold Miners | -0.1% | — | Unchanged |
| 4 | HMY | Harmony Gold Mng-spon Adr | -0.8% | — | Unchanged |
| 5 | NG | Novagold Resources INC | -0.8% | — | Unchanged |
| 6 | CCJ | Cameco CORP | -2.6% | — | Unchanged |
| 7 | ✓ | Veon LTD | -3.7% | +14.33% | Add |