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 | HL | Hecla Mining Co | 10.694% | โ | 22,019,155 | โ |
| 2 | CDE | COEUR MINING INC. | 10.489% | โ | 20,852,479 | โ |
| 3 | AG | First Majestic Silver Corp | 10.187% | โ | 20,685,990 | โ |
| 4 | WPM | Wheaton Precious Metals Corp | 5.610% | โ | 1,532,565 | โ |
| 5 | SSRM | SSR Mining Inc | 4.693% | โ | 5,251,055 | โ |
| 6 | BOL | Boliden AB | 4.112% | โ | 2,865,159 | โ |
| 7 | EXK | Endeavour Silver Corp | 3.706% | โ | 14,506,783 | โ |
| 8 | AYA | Aya Gold & Silver Inc | 3.509% | โ | 5,401,100 | โ |
| 9 | HYMC | Hycroft Mining Holding Corp | 3.341% | โ | 5,592,521 | โ |
| 10 | PPTA | Perpetua Resources Corp | 3.202% | โ | 5,295,959 | โ |
| 11 | BVN | Cia de Minas Buenaventura SAA | 3.106% | โ | 3,659,604 | โ |
| 12 | SVM | Silvercorp Metals Inc | 3.071% | โ | 10,014,852 | โ |
| 13 | SA | Seabridge Gold Inc | 3.000% | โ | 3,739,764 | โ |
| 14 | PAAS | Pan American Silver Corp | 2.882% | โ | 2,334,240 | โ |
| 15 | OR | OR Royalties Inc | 2.634% | โ | 2,921,889 | โ |
| 16 | TFPM | Triple Flag Precious Metals Corp | 2.365% | โ | 2,881,498 | โ |
| 17 | FNV | Franco-Nevada Corp | 2.263% | โ | 360,813 | โ |
| 18 | SKE | Skeena Resources Ltd | 2.172% | โ | 2,671,603 | โ |
| 19 | USA | Americas Gold & Silver Corp | 1.906% | โ | 14,654,419 | โ |
| 20 | VZLA | Vizsla Silver Corp | 1.740% | โ | 18,453,696 | โ |