Electrum Group LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 11, 2026), Electrum Group LLC reported 8 stock positions worth $1.1 billion. Its top holding was Novagold Resources (NG) at 75.6% of the portfolio, followed by Trilogy Metals (TMQ, 11.9%) and Intl Tower Hill Mines (THM, 4.7%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001565641
- Portfolio Value
- $1.1B (Q4 2025)
- SEC Filing
- 0001565641-26-000004 ↗ filed Feb 11, 2026
Holdings Value
Holdings 8 stocks · $1.1B
| NG Novagold Resources Inc. | 75.58% | 92,902,813 | $865.9M | — |
| TMQ Trilogy Metals Inc. | 11.89% | 31,604,741 | $136.2M | — |
| THM Intl Tower Hill Mines Ltd. filed as INTERNATIONAL TOWER HILL MIN | 4.67% | 28,765,672 | $53.5M | — |
| SILJ Amplify Junior Silver Miners | 2.54% | 1,052,615 | $29.1M | — |
| SIL Global X Silver Miners ETF | 2.49% | 342,009 | $28.6M | — |
| HL Hecla Mining Co. | 1.10% | 655,251 | $12.6M | — |
| PAAS Pan American Silver Corp. | 0.98% | 216,130 | $11.2M | — |
| CDE Coeur Mining Inc. | 0.75% | 481,315 | $8.6M | — |
Options reported separately and not counted above: DC.WS calls ($1.3M).
Portfolio Sells Q4 2025
No earlier filing to compare with.
Portfolio Buys Q4 2025
No earlier filing to compare with.