Global Strategic Management Inc
Global Strategic Management Inc reported 26 holdings worth US$130M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Global Strategic Management Inc reported 26 holdings worth US$130M as of Jun 30, 2026. Largest: B2gold Corp., Metalla Royalty & Streaming Ltd. and Franco-nevada Corporation. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 26
- Value as reported
- US$130M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| B2gold Corp. | 6.23M | US$23.3M | 18.0% |
| Metalla Royalty & Streaming Ltd. | 2.57M | US$19.6M | 15.1% |
| Franco-nevada Corporation | 76,485 | US$15.9M | 12.3% |
| Agnico Eagle Mines Limited | 71,647 | US$11.1M | 8.5% |
| Fortuna Mining Corp. | 1M | US$8.45M | 6.5% |
| Triple Flag Precious Metals Corp. | 261K | US$7.82M | 6.0% |
| Or Royalties Inc. | 213K | US$6.73M | 5.2% |
| Pan American Silver Corp. | 139K | US$6.2M | 4.8% |
| Royal Gold, Inc. | 23,780 | US$4.76M | 3.7% |
| Elemental Royalty Corporation | 245K | US$4.26M | 3.3% |
| Wheaton Precious Metals Corp | 35,579 | US$4M | 3.1% |
| Ares Capital Corporation | 108K | US$2.01M | 1.6% |
| Equinox Gold Corp. | 167K | US$1.63M | 1.3% |
| Barrick Mining Corporation | 36,275 | US$1.33M | 1.0% |
| Gladstone Land Corporation | 139K | US$1.19M | 0.92% |
| Orla Mining Ltd. | 107K | US$1.05M | 0.81% |
| Western Copper And Gold Corporation | 439K | US$987K | 0.76% |
| Diageo Plc | 10,350 | US$832K | 0.64% |
| Dorchester Minerals, L.p. | 27,050 | US$687K | 0.53% |
| Conagra Brands, Inc. | 36,500 | US$489K | 0.38% |
| Golub Capital Bdc, Inc. | 36,300 | US$473K | 0.37% |
| Ivanhoe Electric Inc. | 35,438 | US$341K | 0.26% |
| I-80 Gold Corp | 49,000 | US$70,000 | 0.05% |
| Versamet Royalties Corp. | 0 | US$0 | 0.00% |