| Symbol | Exchange | % NAV | Last | Chg % | Mkt Cap | Unrealized | Trend |
|---|---|---|---|---|---|---|---|
| RHEINMETALL | LSE | 12.4% | €612.40 | +3.21% | 62B | +€4,280 | |
| NEWMONT | NYSE | 9.8% | $48.72 | +1.85% | 54B | +$2,140 | |
| NORTHERN STAR | ASX | 8.2% | A$18.90 | -0.74% | 18B | -A$380 | |
| FRANCO-NEVADA | NYSE | 7.5% | $165.30 | +0.42% | 32B | +$890 | |
| WHEATON PM | NYSE | 6.9% | $67.15 | +2.10% | 30B | +$1,560 | |
| SPROTT INC | TSE | 5.4% | C$62.80 | -1.20% | 4.2B | -C$420 | |
| PAN AMER SILVER | NASDAQ | 4.7% | $24.55 | +0.98% | 9.1B | +$310 | |
| AGNICO EAGLE | NYSE | 4.2% | $82.40 | +1.45% | 41B | +$680 |
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🟢 BUYRHEINMETALL
Mar 22, 202645 shares@ €587.20
“Defence thesis — NATO spending cycle...”
🟢 BUYNEWMONT
Mar 18, 2026120 shares@ $46.80
“Gold breakout above $3,000...”
🔴 SELLSPROTT INC
Mar 15, 202680 shares@ C$64.10
“Trimming — rotating into...”
🟢 BUYNORTHERN STAR
Mar 12, 2026200 shares@ A$17.40
“Accumulating on dip below...”
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