Global Strategic Management Inc.
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Global Strategic Management Inc. reported 26 stock positions worth $129.6 million. Its top holding was B2GOLD (BTG) at 18.0% of the portfolio, followed by Metalla Royalty & Streaming (MTA, 15.1%) and Franco-Nevada (FNV, 12.3%). Compared with Q1 2026, it opened 2 new positions, sold out of 1, added to 11 and reduced 12. The biggest buy was B2GOLD (BTG, shares +1039%) and the biggest sale Triple Flag Precious Met (TFPM, shares −14%).
- Most Recent 13F
- Q2 2026
- Location
- SAN JUAN, PR
- CIK
- 0001413303
- Portfolio Value
- $129.6M (Q2 2026)
- SEC Filing
- 0001413303-26-000003 ↗ filed Aug 14, 2026
Holdings Value
Holdings 26 stocks · $129.6M
| BTG B2GOLD Corp. | 17.99% | 6,230,593 | $23.3M | Add +1038.7% |
| MTA Metalla Royalty & Streaming | 15.11% | 2,569,178 | $19.6M | Add +10.8% |
| FNV Franco-Nevada Corp. | 12.27% | 76,485 | $15.9M | Add +0.3% |
| AEM Agnico Eagle Mines Ltd. | 8.54% | 71,647 | $11.1M | Add +5.0% |
| FSM Fortuna Mining Corp. | 6.53% | 1,000,419 | $8.5M | Add +2.4% |
| TFPM Triple Flag Precious Met | 6.03% | 261,158 | $7.8M | Reduce -13.6% |
| OR Or Royalties Inc. | 5.20% | 213,026 | $6.7M | Add +0.7% |
| PAAS Pan American Silver Corp. | 4.78% | 138,837 | $6.2M | Reduce -6.4% |
| RGLD Royal Gold Inc. | 3.67% | 23,780 | $4.8M | Add +7.0% |
| ELE Elemental Royalty Corp. | 3.29% | 244,743 | $4.3M | Reduce -1.2% |
| WPM Wheaton Precious Metals Corp. | 3.09% | 35,579 | $4.0M | Reduce -2.1% |
| AU Anglogold Ashanti PLC | 2.22% | 35,600 | $2.9M | New |
| DAKOTA GOLD CORP | 1.64% | 498,784 | $2.1M | Reduce -10.1% |
| ARCC Ares Capital Corp. | 1.55% | 108,192 | $2.0M | Add +4.9% |
| EQX Equinox Gold Corp. | 1.26% | 167,363 | $1.6M | Reduce -4.5% |
| PSLV Sprott Physical Silver Trust | 1.10% | 75,000 | $1.4M | Reduce -0.7% |
| B Barrick Mining Corp. | 1.03% | 36,275 | $1.3M | Reduce -50.7% |
| LAND Gladstone Land Corp. | 0.92% | 139,170 | $1.2M | Add +14.3% |
| ORLA Orla Mining Ltd. filed as ORLA MNG LTD NEW | 0.81% | 107,095 | $1.0M | Add +36.8% |
| WRN Western Copper and Gold Corp. | 0.76% | 439,200 | $987K | No change |
| DEO Diageo PLC-Sponsored ADR | 0.64% | 10,350 | $832K | Add +1.5% |
| DMLP Dorchester Minerals LP | 0.53% | 27,050 | $687K | New |
| CAG Conagra Brands Inc. | 0.38% | 36,500 | $489K | Reduce -2.7% |
| GBDC Golub Capital BDC Inc. | 0.37% | 36,300 | $473K | Reduce -28.4% |
| IE Ivanhoe Electric Inc. / US | 0.26% | 35,438 | $341K | Reduce -14.9% |
| IAUX I-80 Gold Corp. | 0.05% | 49,000 | $70K | Reduce -59.2% |
Portfolio Sells Q1 2026 → Q2 2026
| TFPM Triple Flag Precious Met | Reduce -13.6% | 6.03% | −2.68 |
| PAAS Pan American Silver Corp. | Reduce -6.4% | 4.78% | −1.94 |
| B Barrick Mining Corp. | Reduce -50.7% | 1.03% | −1.46 |
| WPM Wheaton Precious Metals Corp. | Reduce -2.1% | 3.09% | −0.86 |
| EQX Equinox Gold Corp. | Reduce -4.5% | 1.26% | −0.84 |
| DAKOTA GOLD CORP | Reduce -10.1% | 1.64% | −0.66 |
| ELE Elemental Royalty Corp. | Reduce -1.2% | 3.29% | −0.60 |
| PSLV Sprott Physical Silver Trust | Reduce -0.7% | 1.10% | −0.43 |
| VMET Versamet Royalties Corp. | Sold out | 0.00% | −0.26 |
| GBDC Golub Capital BDC Inc. | Reduce -28.4% | 0.37% | −0.17 |
| IE Ivanhoe Electric Inc. / US | Reduce -14.9% | 0.26% | −0.14 |
| CAG Conagra Brands Inc. | Reduce -2.7% | 0.38% | −0.11 |
| IAUX I-80 Gold Corp. | Reduce -59.2% | 0.05% | −0.10 |
Portfolio Buys Q1 2026 → Q2 2026
| BTG B2GOLD Corp. | Add +1038.7% | 17.99% | +15.93 |
| MTA Metalla Royalty & Streaming | Add +10.8% | 15.11% | +2.40 |
| AU Anglogold Ashanti PLC | New | 2.22% | +2.22 |
| DMLP Dorchester Minerals LP | New | 0.53% | +0.53 |
| DEO Diageo PLC-Sponsored ADR | Add +1.5% | 0.64% | +0.01 |
| ARCC Ares Capital Corp. | Add +4.9% | 1.55% | +0.01 |
| LAND Gladstone Land Corp. | Add +14.3% | 0.92% | −0.11 |
| ORLA Orla Mining Ltd. | Add +36.8% | 0.81% | −0.24 |
| RGLD Royal Gold Inc. | Add +7.0% | 3.67% | −1.02 |
| OR Or Royalties Inc. | Add +0.7% | 5.20% | −1.48 |
| FSM Fortuna Mining Corp. | Add +2.4% | 6.53% | −1.50 |
| AEM Agnico Eagle Mines Ltd. | Add +5.0% | 8.54% | −2.96 |
| FNV Franco-Nevada Corp. | Add +0.3% | 12.27% | −3.37 |