Electrum Group LLC
13F Reported Value
ⓘ$3.4B
Holdings
10
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Electrum Group LLC disclosed 10 positions worth $3.4B in its Form 13F-HR for Q2 2026, led by $SIND (Sinda Ltd.) at 43.6% of the equity portfolio, followed by $SSMR and $NG. During the quarter the fund opened 2 new positions and exited 0 — including a new stake in $SIND. The portfolio is most concentrated in Materials (98.8% of disclosed assets). All figures are sourced directly from Electrum Group LLC’s Form 13F-HR filing with the SEC under CIK 1565641.
Sector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- —
Quality
$1.5B122,953,908 sh - $1.1B85,364,838 sh
- —
Quality
$554.6M92,902,813 sh - —
Quality
$110.9M31,604,741 sh - $63.5M31,918,825 sh
AMPLIFY ETF TR - JR SILV MINE ETF
—Quality
$20.2M777,615 shGLOBAL X FDS - GLOBAL X SILVER
—Quality
$19.4M251,009 sh- 77.6
Quality
$5.5M356,251 sh - —
Quality
$4.1M92,130 sh - 82.0
Quality
$3.3M200,315 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 Sinda Ltd.$SIND | — | $1.5B | 122,953,908 |
 Sunshine Silver Mining & Refining Co$SSMR | — | $1.1B | 85,364,838 |
 NOVAGOLD RESOURCES INC$NG | — | $554.6M | 92,902,813 |
 Trilogy Metals Inc.$TMQ | — | $110.9M | 31,604,741 |
 INTERNATIONAL TOWER HILL MINES LTD$THM | — | $63.5M | 31,918,825 |
| AMPLIFY ETF TR - JR SILV MINE ETF | — | $20.2M | 777,615 |
| GLOBAL X FDS - GLOBAL X SILVER | — | $19.4M | 251,009 |
 HECLA MINING CO/DE/$HL | 77.6 | $5.5M | 356,251 |
 PAN AMERICAN SILVER CORP$PAAS | — | $4.1M | 92,130 |
 Coeur Mining, Inc.$CDE | 82.0 | $3.3M | 200,315 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Electrum Group LLC's 10 positions.
Showing top 10 of 10 holdings.
Sector Allocation
Materials
$3.3B
Other
$39.6M
Full Holdings — Electrum Group LLC (Q2 2026)
All 10 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $SIND | Sinda Ltd. | $1.5B | 43.6% | NEW | — |
| 2 | $SSMR | Sunshine Silver Mining & Refining Co | $1.1B | 33.3% | NEW | — |
| 3 | $NG | NOVAGOLD RESOURCES INC | $554.6M | 16.4% | +0% | — |
| 4 | $TMQ | Trilogy Metals Inc. | $110.9M | 3.3% | +0% | — |
| 5 | $THM | INTERNATIONAL TOWER HILL MINES LTD | $63.5M | 1.9% | +0% | — |
| 6 | — | AMPLIFY ETF TR - JR SILV MINE ETF | $20.2M | 0.6% | +0% | — |
| 7 | — | GLOBAL X FDS - GLOBAL X SILVER | $19.4M | 0.6% | +0% | — |
| 8 | $HL | HECLA MINING CO/DE/ | $5.5M | 0.2% | +0% | 77.6 |
| 9 | $PAAS | PAN AMERICAN SILVER CORP | $4.1M | 0.1% | +0% | — |
| 10 | $CDE | Coeur Mining, Inc. | $3.3M | 0.1% | +0% | 82 |
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