Electrum Group
NEW YORK, NYfiles as Electrum Group LLC
$3.4bn in 10 US stocks at the end of 30 June 2026. The top 10 are 100.0% of the money. It changed about 76.9% of the portfolio this quarter.
Value
$3.4bn
Stocks
10
Top 10 share
100.0%
Turnover
76.9%
What changed this quarter
New
Bought for the first time this quarter.
- SindaSIND43.6% of the fund
- Sunshine Silver Mining & RefiningSSMR33.3% of the fund
Added
Bought more of a stock they already held.
None this quarter.
Cut
Sold some of their stake.
None this quarter.
Sold out
Sold their entire stake.
None this quarter.
Holdings
- SindaSIND
- Share
- 43.6%
- Value
- $1.5bn
- Shares
- 122,953,908
New
- Sunshine Silver Mining & RefiningSSMR
- Share
- 33.3%
- Value
- $1.1bn
- Shares
- 85,364,838
New
- Amplify ETF TRSILJ
- Share
- 0.6%
- Value
- $20m
- Shares
- 777,615
Held
- Global X FDSSIL
- Share
- 0.6%
- Value
- $19m
- Shares
- 251,009
Held
- PAN American SilverPAAS
- Share
- 0.1%
- Value
- $4m
- Shares
- 92,130
Held
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| SindaSIND | 43.6% | $1.5bn | 122,953,908 | New |
| Sunshine Silver Mining & RefiningSSMR | 33.3% | $1.1bn | 85,364,838 | New |
| Novagold ResourcesNG | 16.4% | $555m | 92,902,813 | Held |
| Trilogy MetalsTMQ | 3.3% | $111m | 31,604,741 | Held |
| International Tower Hill MinesTHM | 1.9% | $64m | 31,918,825 | Held |
| Amplify ETF TRSILJ | 0.6% | $20m | 777,615 | Held |
| Global X FDSSIL | 0.6% | $19m | 251,009 | Held |
| Hecla MiningHL | 0.2% | $5m | 356,251 | Held |
| PAN American SilverPAAS | 0.1% | $4m | 92,130 | Held |
| Coeur MiningCDE | <0.1% | $3m | 200,315 | Held |
Over time and by industry
Value over time
Dec '25
Jun '26
Value is up 195.5% since 31 December 2025.
Where the money is
Materials98.8%
Other1.2%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.