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Select Gold Portfolio | FSAGXMutual Fund | |
| Select Gold Portfolio | |
| Last update 2026-04-25 | 40 Stocks (9 new) |
| Value $5.99 Bil | Turnover 25 % |
Select Gold Portfolio Top Holdings of 2026-02-28
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NEM | Newmont Corp | 6,082,748 | 790,757.2 | +31.67% | 13.210 | +3.18% | 0.560 | -3.02% | -3.31% | 102,623.8 | Metals & Mining | |
TSX:AEM | Agnico Eagle Mines Ltd | 2,981,302 | 748,860.8 | +10.76% | 12.510 | +1.22% | 0.600 | -14.00% | -3.75% | 111,543.1 | Metals & Mining | |
TSX:WPM | Wheaton Precious Metals Corp | 2,968,782 | 483,758.8 | +27.01% | 8.080 | +1.72% | 0.650 | -2.27% | -0.10% | 72,982.4 | Metals & Mining | |
TSX:FNV | Franco-Nevada Corp | 1,423,578 | 397,877.5 | -1.36% | 6.650 | -0.11% | 0.740 | -2.99% | +7.73% | 58,882.7 | Metals & Mining | |
TSX:K | Kinross Gold Corp | 9,225,700 | 341,013.7 | +35.83% | 5.700 | +1.50% | 0.770 | -10.95% | -10.83% | 41,053.5 | Metals & Mining | |
TSX:ABX | Barrick Mining Corp | 5,547,600 | 281,477.5 | +9.87% | 4.700 | +0.42% | 0.330 | +2.34% | -10.41% | 88,634.4 | Metals & Mining | |
AU | Anglogold Ashanti PLC | 2,124,482 | 271,445.1 | -23.73% | 4.530 | -1.48% | 0.420 | -3.63% | -1.50% | 41,269.0 | Metals & Mining | |
TSX:IMG | Iamgold Corp | 9,018,700 | 221,888.9 | +7.53% | 3.710 | +0.26% | 1.550 | -4.01% | -0.62% | 13,010.8 | Metals & Mining | |
CDE | Coeur Mining Inc | 7,706,800 | 209,239.6 | +311.33% | 3.500 | +2.65% | 0.740 | -0.82% | -10.05% | 16,509.2 | Metals & Mining | |
LTS:0VAQ | OceanaGold Corp | 3,958,067 | 168,327.8 | +46.17% | 2.810 | +0.89% | 1.760 | -11.76% | +110.25% | 7,872.0 | Metals & Mining |
Select Gold Portfolio's Historical Top Holdings Breakdowns
Select Gold Portfolio's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
NEM | Newmont Corp | 2026-02-28 | Add Add | +3.18% | 89 ($110.98) 131.95 | $96.13 | -13.38% | Add 31.67% | 6,082,748 | 1,462,900 | |
CDE | Coeur Mining Inc | 2026-02-28 | Add Add | +2.65% | 15.31 ($20.62) 27.15 | $16.02 | -22.31% | Add 311.33% | 7,706,800 | 5,833,186 | |
TSX:LUG | Lundin Gold Inc | 2026-02-28 | Reduce Reduce | -2.56% | 100.5 (C$113.89) 128.57 | C$77.05 | -32.35% | Reduce -80.85% | 276,200 | -1,166,000 | |
TSX:TFPM | Triple Flag Precious Metals Corp | 2026-02-28 | Sold Out Sold Out | -2.15% | 44.88 (C$48.88) 56.4 | C$42.34 | -13.38% | Sold Out | 0 | -2,462,000 | |
TSX:OR | OR Royalties Inc | 2026-02-28 | Sold Out Sold Out | -1.99% | 46.49 (C$54.52) 64.63 | C$45.68 | -16.21% | Sold Out | 0 | -2,184,500 | |
TSX:WPM | Wheaton Precious Metals Corp | 2026-02-28 | Add Add | +1.72% | 145.49 (C$180.26) 222.27 | C$160.71 | -10.85% | Add 27.01% | 2,968,782 | 631,400 | |
TSX:EQX | Equinox Gold Corp | 2026-02-28 | Add Add | +1.67% | 18.63 (C$20.74) 25.6 | C$13.81 | -33.41% | Add 506.95% | 6,385,300 | 5,333,269 | |
TSXV:ARTG | Artemis Gold Inc | 2026-02-28 | Sold Out Sold Out | -1.66% | 35.05 (C$39.1) 46.49 | C$31.75 | -18.80% | Sold Out | 0 | -2,389,728 | |
TSX:TXG | Torex Gold Resources Inc | 2026-02-28 | Reduce Reduce | -1.65% | 57.96 (C$68.18) 83.11 | C$56.95 | -16.47% | Reduce -57.95% | 974,100 | -1,342,200 | |
RGLD | Royal Gold Inc | 2026-02-28 | New Buy New Buy | +1.54% | 198.33 ($251.42) 301.21 | $207.95 | -17.29% | New holding | 307,000 | 307,000 |
Select Gold Portfolio Total Holding History ($B)
Select Gold Portfolio's Asset Allocation
Select Gold Portfolio Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Select Gold Portfolio's Hypothetical Growth since 2026-02-28
Select Gold Portfolio's Yearly Returns
This information is only displayed for Gurus who publicly disclose audited performance records; most hedge funds and private investment firms do not publish such data or only provide limited historical performance information.
| Year | Portfolio % | % | Excess Gain % |
|---|
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