Brien Lundin
IndividualEditor, Gold Newsletter. Alert 1295 names are newsletter ratings unless the letter says he owns them.
6 tracked positions · stated in interviews and social posts
6 tracked · Stated position · Positions as of Apr 1, 2026 · Interviews, newsletters
Brien Lundin is editor of Gold Newsletter. This page is named coverage from that letter, not a claimed personal book and not the Lundin Family or Lundin Family Trusts pages.
Portfolio allocation
Holdings (6)
Position list · amounts not disclosed
- CURATEDhttps://goldnewsletter.com/wp-content/uploads/2026/01/GNL_February-2026-2.pdfFeb 25, 2026Source
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
1.24
R-squared
0.31
Coverage
100%
6 of 6 holdings, equal weight
Consensus Holdings
Holdings also disclosed by other tracked investors.
| Ticker | Company | Also held by |
|---|---|---|
| AYA | Aya Gold & Silver Inc. | 6 investors, Don Durrett, Konwave Gold Equity Fund, Peter Krauth |
| BYAGF | Banyan Gold Corp. | 3 investors, Jeff Clark, Lawrence Lepard, MRF 2025 Resource Limited Partnership |
| AUMBF | 1911 Gold Corp. | 1 investor, Don Durrett |
| LUCA | Luca Mining Corp. | 1 investor, Jeff Clark |
| SUMMF | Summit Royalties Ltd. | 1 investor, Peter Schiff |
| RGCCF | Relevant Gold Corp. | 0 investors |
Similar Portfolios
Filing Timeline
- Apr 1, 2026SUMMFSummit Royalties Ltd.
FLAG: Gold Newsletter April 2026 says "Summit Royalties is a buy" (SUM.V / SUMMF.OTC). Newsletter rating, not a claimed personal holding. Size undisclosed.
- Feb 25, 2026BYAGFBanyan Gold Corp.
FLAG: Gold Newsletter Alert 1295 (Feb 25 2026) says Banyan Gold "remains one of the more compelling large-scale gold development stories in the Yukon, and a buy." Newsletter rating / coverage — the letter does not say he owns this name. Size undisclosed.
Public StatementArticle · Gold Newsletter Alert 1295 (Feb 25 2026) - Feb 25, 2026AUMBF1911 Gold Corp.
FLAG: Gold Newsletter Alert 1295 (Feb 25 2026) says 1911 Gold "remains a buy at current levels." Newsletter rating / coverage — the letter does not say he owns this name. Size undisclosed. Home AUMB:TSXV / OTCQX AUMBF.
Public StatementArticle · Gold Newsletter Alert 1295 (Feb 25 2026) - Feb 25, 2026LUCALuca Mining Corp.
FLAG: Gold Newsletter Alert 1295 (Feb 25 2026) says Luca Mining "is a continued buy." Newsletter rating / coverage — the letter does not say he owns this name. Size undisclosed. Home LUCA:TSXV / OTCQX LUCMF.
Public StatementArticle · Gold Newsletter Alert 1295 (Feb 25 2026) - Feb 25, 2026AYAAya Gold & Silver Inc.
FLAG: Gold Newsletter Alert 1295 (Feb 25 2026) says Aya "remains a core silver holding and a continued buy." Newsletter rating / coverage — the letter does not say he owns this name. Size undisclosed.
Public StatementArticle · Gold Newsletter Alert 1295 (Feb 25 2026) - Feb 25, 2026RGCCFRelevant Gold Corp.
FLAG: Gold Newsletter February 2026 says Relevant Gold “remains a buy” (RGC.V / RGCCF.OTC). Newsletter rating, not a claimed personal holding. Size undisclosed. MoneyShow / Yahoo Top Picks 2026 quotes Brien Lundin with Recommended Action: Buy RGCCF (Yahoo page does not print a publication date).
Notable disclosed positions from newsletters, interviews, and public statements.