Adrian Day
Fund ManagerCEO, Adrian Day Asset Management
B2Gold is the largest position in Adrian Day's tracked book
29 tracked · Filing-sourced (SEC) · Latest filing Aug 14, 2026 · 13F, Form 4, 13D/G
Adrian Day is chairman and CEO of Adrian Day Asset Management and editor of Global Analyst. He has covered resource equities for more than three decades. This page is named holdings from his interviews and columns, not a 13F.
Portfolio allocation
Holdings (29)
Metals/resource sleeve · official % of the 13F table · not issuer ownership
$122.5M
Tracked value
6,230,593 shares
2,569,178 shares
76,485 shares
71,647 shares
1,000,419 shares
261,158 shares
213,026 shares
138,837 shares
23,780 shares
244,743 shares
35,579 shares
35,600 shares
498,784 shares
167,363 shares
36,275 shares
107,095 shares
439,200 shares
35,438 shares
49,000 shares
- CURATEDInterview · Podcast: Triangle InvestorMar 1, 2026
- CURATEDArticle · Streetwise Reports, A. Day columnDec 29, 2025
- CURATEDArticle · Streetwise Reports, A. Day column, author disclosureDec 29, 2025
- CURATEDInterview · Podcast: Triangle InvestorMar 1, 2026
- CURATEDInterview · Podcast: Triangle InvestorMar 1, 2026
- CURATEDArticle · MoneyShow 'Top Picks 2025: Lara Exploration', bylined A. DayFeb 3, 2025
- CURATEDArticle · Streetwise Reports, A. Day column 'Orogen's Royalty...'Dec 29, 2025
- CURATEDArticle · Streetwise Reports, A. Day column 'Orogen's Royalty Continues To Expand'Dec 29, 2025
- CURATEDInterview · Podcast: Lobo TigreJun 4, 2026
- CURATEDInterview · Podcast: Triangle InvestorMar 1, 2026
Shows tracked precious metals holdings only, not full book. Full 13F filed by Global Strategic Management Inc.
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Portfolio Intelligence
Portfolio Intelligence
Aggregated from this investor's disclosed positions. Methodology
Portfolio Gold Beta
Equal-weight average of cached stock-level gold beta values across disclosed holdings with available regression data.
Beta
0.83
R-squared
0.43
Coverage
100%
11 of 11 holdings, equal weight
Consensus Holdings
Holdings also disclosed by other tracked investors.
| Ticker | Company | Also held by |
|---|---|---|
| PAAS | Pan American Silver Corp. | 11 investors, Don Durrett, Konwave Gold Equity Fund, Lawrence Lepard |
| AEM | Agnico Eagle Mines Limited | 10 investors, First Eagle Gold Fund, James Luke, John Hathaway |
| WPM | Wheaton Precious Metals Corp. | 9 investors, First Eagle Gold Fund, Jim Rickards / Strategic Intelligence, Peter Krauth |
| FNV | Franco-Nevada Corporation | 8 investors, First Eagle Gold Fund, Peter Schiff, Rick Rule |
| FSM | Fortuna Mining Corp. | 4 investors, Peter Schiff, Sprott Inc., U.S. Global GO GOLD & Precious Metal Miners ETF (GOAU) |
| OGNNF | Orogen Royalties Inc. | 4 investors, Altius Minerals, Jordan Rusche, Peter Schiff |
| TFPM | Triple Flag Precious Metals Corp. | 4 investors, Goehring & Rozencwajg Associates, Peter Schiff, Sprott Inc. |
| AG | First Majestic Silver Corp. | 3 investors, Don Durrett, Ned Naylor-Leyland, Sprott Inc. |
| ATUSF | Altius Minerals Corporation | 1 investor, Jordan Rusche |
| LRAXF | Lara Exploration Ltd. | 0 investors |
Similar Portfolios
Peter Schiff
7 shared holdings
64% overlap
AEM, FNV, FSM, OGNNF, PAAS, TFPM
Sprott Inc.
7 shared holdings
64% overlap
AEM, AG, FNV, FSM, PAAS, TFPM
U.S. Global Investors
6 shared holdings
55% overlap
AEM, FNV, FSM, PAAS, TFPM, WPM
Rick Rule
5 shared holdings
45% overlap
AEM, FNV, OGNNF, PAAS, WPM
First Eagle Gold Fund
3 shared holdings
27% overlap
AEM, FNV, WPM
Filing Timeline
- Jun 4, 2026PAASPan American Silver Corp.
Named holding
Stake FilingInterview · Podcast: Lobo Tigre - Mar 1, 2026AEMAgnico Eagle Mines Limited
~11% (named top position)
Stake FilingInterview · Podcast: Triangle Investor - Mar 1, 2026FNVFranco-Nevada Corporation
~9% (named top position)
Stake FilingInterview · Podcast: Triangle Investor - Mar 1, 2026FSMFortuna Mining Corp.
Named holding
Stake FilingInterview · Podcast: Triangle Investor - Mar 1, 2026WPMWheaton Precious Metals Corp.
Named holding
Stake FilingInterview · Podcast: Triangle Investor - Dec 29, 2025AGFirst Majestic Silver Corp.
Named; ownership confirmed via disclosure
Fund HoldingArticle · Streetwise Reports, A. Day column - Dec 29, 2025ATUSFAltius Minerals Corporation
Named among securities he/clients own
Fund HoldingArticle · Streetwise Reports, A. Day column, author disclosure - Dec 29, 2025MIDLFMidland Exploration Inc.
Listed a 'TOP BUY'; personal + client ownership
Public StatementArticle · Streetwise Reports, A. Day column 'Orogen's Royalty...' - Dec 29, 2025OGNNFOrogen Royalties Inc.
Named favorite; owns personally + management clients (Buy)
Public StatementArticle · Streetwise Reports, A. Day column 'Orogen's Royalty Continues To Expand' - Dec 29, 2025TFPMTriple Flag Precious Metals Corp.
Named; author disclosure confirms ownership
Fund HoldingArticle · Streetwise Reports, A. Day column - Feb 3, 2025LRAXFLara Exploration Ltd.
MoneyShow 'Top Pick 2025'; Planalto copper thesis
Public StatementArticle · MoneyShow 'Top Picks 2025: Lara Exploration', bylined A. Day
Additional disclosed positions from interviews and public statements may appear above the 13F-sourced list.
Precious-metals holdings from the most recent SEC 13F filed by Global Strategic Management Inc. That filing also includes non-precious-metals securities; this page shows only names in the GoldSignal universe.