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 | 44.93% | — | -7.36% | |
| 2 | ✓ | Veon LTD | Stock-Other | 18.24% | — | +1.05% | |
| 3 | CCJ | Cameco CORP | Stock-Energy | 17.85% | — | +50.05% | |
| 4 | HMY | Harmony Gold Mng-spon Adr | Stock-Other | 6.98% | -1.65% | -15.13% | |
| 5 | NG | Novagold Resources INC | Stock-Other | 6.67% | +0.81% | -14.80% | |
| 6 | NGDN | New Gold INC | Stock-Other | 5.34% | — | -2.51% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CCJ | Cameco CORP | +4.1% | +50.05% | Add |
| 2 | SBSW | Sibanye Stillwater Limited | +1.1% | -7.36% | Trim |
| 3 | HMY | Harmony Gold Mng-spon Adr | +0.2% | -15.13% | Trim |
| 4 | NGDN | New Gold INC | 0% | -2.51% | Trim |
| 5 | NG | Novagold Resources INC | -1.2% | -14.80% | Trim |
| 6 | ✓ | Veon LTD | -3.4% | +1.05% | Add |
| 7 | GDXJ | Vaneck Junior Gold Miners | — | EXIT | Sold out |