
Thomas Kaplan
Fund ManagerChairman, The Electrum Group
NovaGold is 75% of Thomas Kaplan's $742.0M disclosed book
6 tracked · Filing-sourced (SEC) · Latest filing Aug 10, 2026 · $742.0M · 13F, Form 4, 13D/G
Thomas Kaplan is chairman of The Electrum Group. This page is GoldSignal-universe names from Electrum's last 13F. The filing also includes names outside this universe.
Portfolio allocation
Holdings (6)
Showing 6 of 10 reported positions · ordered by reported value
NG 74.8%
Largest by weight
$742.0M
Tracked value
92,902,813 shares · $554.6M
31,604,741 shares · $110.9M
31,918,825 shares · $63.5M
356,251 shares · $5.5M
92,130 shares · $4.1M
200,315 shares · $3.3M
Get Alerts for Thomas Kaplan
Get notified when Thomas Kaplan's holdings are updated on GoldSignal. Updates reflect disclosed portfolio changes as we ingest them, not real-time trades.
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
n/a
R-squared
n/a
Coverage
Limited coverage: 0%
0 of 0 holdings, equal weight
Consensus Holdings
Holdings also disclosed by other tracked investors.
No overlapping disclosed holdings in the cache.
Similar Portfolios
No shared holdings found in the cache.
Filing Timeline
No recent activity rows in the cache.
Additional disclosed positions from interviews and public statements may appear above the 13F-sourced list.
Holdings from the most recent SEC 13F filing by Electrum Group LLC, a precious-metals focused asset manager. This page shows names in the GoldSignal universe that appeared in that filing. NovaGold (NG) is ~16.4% of Electrum's full 13F table AUM (~$554,629,794 of ~$3.386B), Acc 0001565641-26-000009 as of 2026-06-30 filed 2026-08-10 — not 77.1% of the entire book. In the GoldSignal-tracked metals sleeve (~$742M) NG is ~74.8%. Kaplan holds approximately 92.9 million shares, representing roughly 21% of NovaGold's outstanding shares.