James Luke

Fund Manager

Portfolio manager of the Schroder ISF Global Gold fund since 2016.

10 tracked positions · from fund disclosures

Website

10 tracked · Fund disclosure · Disclosure as of Apr 30, 2026 · Fact sheets, corporate

Website

Portfolio manager of the Schroder ISF Global Gold fund since 2016.

Portfolio allocation

10 positions · equal weight

Position list only. Amounts were not disclosed, so slices are equal and are not portfolio weights.

Holdings (10)

Position list · amounts not disclosed

KGC 4.5%

Largest % shareholder

1
KGCKinross Gold Corporation
No size
FUND DISCLOSUREApr 30, 2026Fund fact sheet · Fund top-10 holdings, as of 2026-04-30 (HL/Broadridge factsheet)
2
AEMAgnico Eagle Mines Limited
No size
FUND DISCLOSUREApr 30, 2026Fund fact sheet · Fund top-10 holdings, as of 2026-04-30 (HL/Broadridge factsheet)
3
BBarrick Mining Corporation
No size
FUND DISCLOSUREApr 30, 2026Fund fact sheet · Fund top-10 holdings, as of 2026-04-30 (HL/Broadridge factsheet)
4
CDECoeur Mining, Inc.
No size
FUND DISCLOSUREApr 30, 2026Fund fact sheet · Fund top-10 holdings, as of 2026-04-30 (HL/Broadridge factsheet)
5
NEMNewmont Corporation
No size
FUND DISCLOSUREApr 30, 2026Fund fact sheet · Fund top-10 holdings, as of 2026-04-30 (HL/Broadridge factsheet)
6
FNVFranco-Nevada Corporation
No size
FUND DISCLOSUREApr 30, 2026Fund fact sheet · Fund top-10 holdings, as of 2026-04-30 (HL/Broadridge factsheet)
7
PAASPan American Silver Corp.
No size
FUND DISCLOSUREApr 30, 2026Fund fact sheet · Fund top-10 holdings, as of 2026-04-30 (HL/Broadridge factsheet)
8
SSRMSSR Mining Inc.
No size
FUND DISCLOSUREApr 30, 2026Fund fact sheet · Fund top-10 holdings, as of 2026-04-30 (HL/Broadridge factsheet)
9
EDVMFEndeavour Mining plc
No size
FUND DISCLOSUREApr 30, 2026Fund fact sheet · Fund top-10 holdings, as of 2026-04-30 (HL/Broadridge factsheet)
10
AUAngloGold Ashanti plc
No size
FUND DISCLOSUREApr 30, 2026Fund fact sheet · Fund top-10 holdings, as of 2026-04-30 (HL/Broadridge factsheet)

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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.

Methodology

Beta

1.25

R-squared

0.56

Coverage

100%

10 of 10 holdings, equal weight

Consensus Holdings

Holdings also disclosed by other tracked investors.

Ticker	Company	Also held by
PAAS	Pan American Silver Corp.	7 investors, Adrian Day, Lawrence Lepard, Ned Naylor-Leyland
CDE	Coeur Mining, Inc.	5 investors, Don Durrett, Lawrence Lepard, Ned Naylor-Leyland
FNV	Franco-Nevada Corporation	5 investors, Adrian Day, Peter Schiff, Rick Rule
AEM	Agnico Eagle Mines Limited	4 investors, Adrian Day, Peter Schiff, Rick Rule
AU	AngloGold Ashanti plc	3 investors, Peter Schiff, Trevor Steel, U.S. Global Investors
EDVMF	Endeavour Mining plc	2 investors, Don Durrett, U.S. Global GO GOLD & Precious Metal Miners ETF (GOAU)
B	Barrick Mining Corporation	1 investor, Peter Schiff
NEM	Newmont Corporation	1 investor, Peter Schiff
KGC	Kinross Gold Corporation	0 investors
SSRM	SSR Mining Inc.	0 investors

Similar Portfolios

Peter Schiff

6 shared holdings

60% overlap

AEM, AU, B, FNV, NEM, PAAS

U.S. Global Investors

4 shared holdings

40% overlap

AEM, AU, CDE, FNV

Adrian Day

3 shared holdings

30% overlap

AEM, FNV, PAAS

Rick Rule

3 shared holdings

30% overlap

AEM, FNV, PAAS

Trevor Steel

3 shared holdings

30% overlap

AU, CDE, PAAS

Filing Timeline

Apr 30, 2026AEMAgnico Eagle Mines Limited
4.37% of fund
Fund HoldingFund fact sheet · Fund top-10 holdings, as of 2026-04-30 (HL/Broadridge factsheet)
Apr 30, 2026AUAngloGold Ashanti plc
2.54% of fund
Fund HoldingFund fact sheet · Fund top-10 holdings, as of 2026-04-30 (HL/Broadridge factsheet)
Apr 30, 2026BBarrick Mining Corporation
4.22% of fund
Fund HoldingFund fact sheet · Fund top-10 holdings, as of 2026-04-30 (HL/Broadridge factsheet)
Apr 30, 2026CDECoeur Mining, Inc.
3.83% of fund
Fund HoldingFund fact sheet · Fund top-10 holdings, as of 2026-04-30 (HL/Broadridge factsheet)
Apr 30, 2026EDVMFEndeavour Mining plc
2.74% of fund
Fund HoldingFund fact sheet · Fund top-10 holdings, as of 2026-04-30 (HL/Broadridge factsheet)
Apr 30, 2026FNVFranco-Nevada Corporation
3.29% of fund
Fund HoldingFund fact sheet · Fund top-10 holdings, as of 2026-04-30 (HL/Broadridge factsheet)
Apr 30, 2026KGCKinross Gold Corporation
4.51% of fund
Fund HoldingFund fact sheet · Fund top-10 holdings, as of 2026-04-30 (HL/Broadridge factsheet)
Apr 30, 2026NEMNewmont Corporation
3.81% of fund
Fund HoldingFund fact sheet · Fund top-10 holdings, as of 2026-04-30 (HL/Broadridge factsheet)
Apr 30, 2026PAASPan American Silver Corp.
2.81% of fund
Fund HoldingFund fact sheet · Fund top-10 holdings, as of 2026-04-30 (HL/Broadridge factsheet)
Apr 30, 2026SSRMSSR Mining Inc.
2.81% of fund
Fund HoldingFund fact sheet · Fund top-10 holdings, as of 2026-04-30 (HL/Broadridge factsheet)

Notable disclosed positions from fund fact sheets and public statements.

Ticker

Company

Also held by

PAAS

Pan American Silver Corp.

7 investors, Adrian Day, Lawrence Lepard, Ned Naylor-Leyland

CDE

Coeur Mining, Inc.

5 investors, Don Durrett, Lawrence Lepard, Ned Naylor-Leyland

FNV

Franco-Nevada Corporation

5 investors, Adrian Day, Peter Schiff, Rick Rule

AEM

Agnico Eagle Mines Limited

4 investors, Adrian Day, Peter Schiff, Rick Rule

AngloGold Ashanti plc

3 investors, Peter Schiff, Trevor Steel, U.S. Global Investors

EDVMF

Endeavour Mining plc

2 investors, Don Durrett, U.S. Global GO GOLD & Precious Metal Miners ETF (GOAU)

Barrick Mining Corporation

1 investor, Peter Schiff

NEM

Newmont Corporation

1 investor, Peter Schiff

KGC

Kinross Gold Corporation

0 investors

SSRM

SSR Mining Inc.

0 investors

	Last	Chg	%
Gold	4,468.40	+85.40	+1.95%
Silver	65.47	+0.70	+1.08%
GDX	90.96	+0.97	+1.08%
GDXJ	119.49	+1.23	+1.04%
USD Index	99.97	+0.15	+0.15%
10Y Yield	4.68	-0.00	-0.04%