Electrum Group LLC
13F holdings for Q2 2026 · NEW YORK, NY · filed August 10, 2026
Electrum Group LLC reported $2.1B in 13F securities across 8 holdings for Q2 2026, in a Form 13F filed August 10, 2026. The largest positions were Sinda LTD (68.8%), NG (25.8%), THM (3.0%). Reported value rose 121.5% from the quarter before. It opened 1 new position, added to 0, trimmed 0 and sold out of 0.
- 13F value Q2 2026
- $2.1B
- Holdings
- 8
- Change vs prior quarter
- +121.5%
- Rank by 13F value
- #1,544
Holdings as of June 30, 2026, the end of Q2 2026. Managers have 45 days after a quarter ends to file Form 13F (by August 14, 2026 for Q2 2026), so positions may have changed since.
Top holdings
| Stock | Value | Weight | Shares | Change in shares | Move |
|---|---|---|---|---|---|
| Sinda LTD | $1.5B | 68.8% | 122,953,908 | New | New |
| NG Novagold Resources Inc. | $555M | 25.8% | 92,902,813 | 0% | Unchanged |
| THM International Tower Hill Mines Ltd. | $63.5M | 3.0% | 31,918,825 | 0% | Unchanged |
| Amplify ETF TR | $20.2M | 0.9% | 777,615 | 0% | Unchanged |
| Global X FDS | $19.4M | 0.9% | 251,009 | 0% | Unchanged |
| HL Hecla Mining Company | $5.5M | 0.3% | 356,251 | 0% | Unchanged |
| PAAS Pan American Silver Corp. | $4.1M | 0.2% | 92,130 | 0% | Unchanged |
| CDE Coeur Mining Inc. | $3.3M | 0.2% | 200,315 | 0% | Unchanged |
Share positions only, at the value reported for the end of Q2 2026. Weight is the share of $2.1B in share positions; options and bonds count in the 13F value but not here.
Biggest buys in Q2 2026
- Sinda LTD New+$1.5B
Biggest sells in Q2 2026
None this quarter.
The change in shares since Q1 2026, adjusted for stock splits and priced at the Q2 2026 value per share. 1 new, 0 added, 0 trimmed, 0 sold out.
Sector mix
- Not listed with us70.6%
- Basic Materials29.1%
- Industrials0.3%
13F value by quarter
Questions about Electrum Group LLC
- What does Electrum Group LLC own?
- In its Form 13F for Q2 2026, Electrum Group LLC reported 8 holdings worth $2.1B. The five largest were Sinda LTD, NG, THM, Amplify ETF TR, Global X FDS.
- What did Electrum Group LLC buy and sell in Q2 2026?
- Electrum Group LLC opened 1 new position, added to 0, trimmed 0 and sold out of 0 compared with the quarter before.
- When did Electrum Group LLC file its latest 13F?
- Form 13F is due 45 days after each quarter ends. The Q2 2026 report was due August 14, 2026 and was filed August 10, 2026.
From Form 13F filed by Electrum Group LLC (SEC CIK 0001565641) for the quarter ended June 30, 2026, via the SEC's Form 13F data sets. Amendments that restate a report replace it; amendments that add holdings are included. View on SEC EDGAR · All funds