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. | 5.254% | -0.098% | 215,115 | โ |
| 2 | GMIN | G Mining Ventures Corp. | 4.960% | -0.115% | 238,597 | โ |
| 3 | DSV | Discovery Silver Corp. | 3.973% | -0.078% | 921,612 | โ |
| 4 | IAG | IAMGOLD Corp. | 3.968% | -0.034% | 367,164 | โ |
| 5 | MAU | Montage Gold Corp. | 3.927% | +0.082% | 457,611 | โ |
| 6 | CDE | Coeur Mining Inc. | 3.869% | -0.005% | 343,160 | โ |
| 7 | OGC | OceanaGold Corp. | 3.439% | -0.014% | 197,122 | โ |
| 8 | EGO | Eldorado Gold Corp. | 3.410% | -0.036% | 159,839 | โ |
| 9 | WDO | Wesdome Gold Mines Ltd. | 3.388% | -0.077% | 258,761 | โ |
| 10 | NEM | Newmont Corp. | 3.131% | +0.020% | 46,572 | โ |
| 11 | EQX | Equinox Gold Corp. | 3.006% | +0.014% | 435,797 | โ |
| 12 | AEM | Agnico Eagle Mines Ltd. | 2.946% | -0.040% | 28,426 | โ |
| 13 | WPM | Wheaton Precious Metals Corp. | 2.940% | -0.012% | 37,871 | โ |
| 14 | EMR | Emerald Resources NL | 2.857% | +0.025% | 1,090,769 | โ |
| 15 | AU | Anglogold Ashanti PLC | 2.704% | +0.010% | 46,686 | โ |
| 16 | NST | Northern Star Resources Ltd. | 2.686% | +0.054% | 267,367 | โ |
| 17 | KGC | Kinross Gold Corp. | 2.669% | -0.003% | 156,704 | โ |
| 18 | GMD | Genesis Minerals Ltd. | 2.622% | +0.105% | 942,535 | โ |
| 19 | RMS | Ramelius Resources Ltd. | 2.586% | +0.068% | 1,734,329 | โ |
| 20 | IAU | i-80 Gold Corp. | 2.484% | -0.069% | 2,504,560 | โ |