None this window โ no structural change.
A streak counts consecutive snapshots the fund moved a position the same direction โ accumulating (green) or distributing (red). The clearest read on where conviction is building.
| # | Ticker | Name | Weight | ฮ Wt | Shares | ฮ Shares |
|---|---|---|---|---|---|---|
| 1 | DPM | DPM Metals Inc. | 5.352% | +0.270% | 215,115 | โ |
| 2 | GMIN | G Mining Ventures Corp. | 5.075% | +0.237% | 238,597 | โ |
| 3 | DSV | Discovery Silver Corp. | 4.051% | -0.066% | 921,612 | โ |
| 4 | IAG | IAMGOLD Corp. | 4.002% | -0.002% | 367,164 | โ |
| 5 | CDE | Coeur Mining Inc. | 3.874% | +0.079% | 343,160 | โ |
| 6 | MAU | Montage Gold Corp. | 3.845% | +0.031% | 457,611 | โ |
| 7 | WDO | Wesdome Gold Mines Ltd. | 3.465% | +0.029% | 258,761 | โ |
| 8 | OGC | OceanaGold Corp. | 3.454% | -0.009% | 197,122 | โ |
| 9 | EGO | Eldorado Gold Corp. | 3.446% | โ | 159,839 | โ |
| 10 | NEM | Newmont Corp. | 3.111% | -0.038% | 46,572 | โ |
| 11 | EQX | Equinox Gold Corp. | 2.992% | +0.003% | 435,797 | โ |
| 12 | AEM | Agnico Eagle Mines Ltd. | 2.986% | -0.004% | 28,426 | โ |
| 13 | WPM | Wheaton Precious Metals Corp. | 2.953% | -0.004% | 37,871 | โ |
| 14 | EMR | Emerald Resources NL | 2.832% | -0.149% | 1,090,769 | โ |
| 15 | AU | Anglogold Ashanti PLC | 2.695% | -0.010% | 46,686 | โ |
| 16 | KGC | Kinross Gold Corp. | 2.672% | +0.050% | 156,704 | โ |
| 17 | NST | Northern Star Resources Ltd. | 2.632% | -0.102% | 267,367 | โ |
| 18 | IAU | i-80 Gold Corp. | 2.553% | +0.077% | 2,504,560 | โ |
| 19 | RMS | Ramelius Resources Ltd. | 2.519% | -0.066% | 1,734,329 | โ |
| 20 | GMD | Genesis Minerals Ltd. | 2.516% | -0.103% | 942,535 | โ |