Electrum Group LLC
Electrum Group LLC reported 10 US-listed holdings worth $3.39 billion in its 13F for the quarter ended 30 June 2026, filed 10 August 2026. Its largest: Sinda Ltd (43.6%), Sunshine Silver MNG & Refng (33.3%) and Novagold Res Inc. (16.4%). Against the quarter before, it opened 2 positions, added to 0, trimmed 0 and sold out of 0.
Reported holdings$3.39B+212.8% on Q1 2026
Positions10+2 on Q1 2026
The largest ten100.0%of its reported holdings
Latest 13FQ2 2026filed 10 August 2026
OpenedHeld
The 10 largest of its 10 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What it did on the quarter
Opened 2Held 8
Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held
Opened 2
- Sinda Ltd SIND$1.48 billion
- Sunshine Silver MNG & Refng SSMR$1.13 billion
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| Sinda Ltd SIND | 122,953,908 | $1.48 billion | 43.58% | new |
| Sunshine Silver MNG & Refng SSMR | 85,364,838 | $1.13 billion | 33.33% | new |
| Novagold Res Inc. NG | 92,902,813 | $554.6 million | 16.38% | no change |
| Trilogy Metals Inc. New TMQ | 31,604,741 | $110.9 million | 3.28% | no change |
| International Tower Hill Min THM | 31,918,825 | $63.5 million | 1.88% | no change |
| Amplify ETF Trust SILJ | 777,615 | $20.2 million | 0.60% | no change |
| Global X FDS SIL | 251,009 | $19.4 million | 0.57% | no change |
| Hecla Mining Co. HL | 356,251 | $5.5 million | 0.16% | no change |
| Pan Amern Silver Corp. PAAS | 92,130 | $4.1 million | 0.12% | no change |
| Coeur Mining, Inc. CDE | 200,315 | $3.3 million | 0.10% | no change |
Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported.