Trevor Steel

Fund Manager

CIO and co-founder of Baker Steel Capital Managers. Manager of the BakerSteel Global Precious Metals fund.

10 tracked positions · from fund disclosures

Website

10 tracked · Fund disclosure · Disclosure as of May 31, 2026 · Fact sheets, corporate

Website

CIO and co-founder of Baker Steel Capital Managers. Manager of the BakerSteel Global Precious Metals fund.

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

AU 4.0%

Largest % shareholder

1
AUAngloGold Ashanti plc
No size
FUND DISCLOSUREMay 31, 2026Fund fact sheet · Fund top-10 holdings, as of 2026-05-31 (BakerSteel official factsheet)
2
PAASPan American Silver Corp.
No size
FUND DISCLOSUREMay 31, 2026Fund fact sheet · Fund top-10 holdings, as of 2026-05-31 (BakerSteel official factsheet)
3
SBSWSibanye Stillwater Limited
No size
FUND DISCLOSUREMay 31, 2026Fund fact sheet · Fund top-10 holdings, as of 2026-05-31 (BakerSteel official factsheet)
4
CDECoeur Mining, Inc.
No size
FUND DISCLOSUREMay 31, 2026Fund fact sheet · Fund top-10 holdings, as of 2026-05-31 (BakerSteel official factsheet)
5
ARISAris Mining Corporation
No size
FUND DISCLOSUREMay 31, 2026Fund fact sheet · Fund top-10 holdings, as of 2026-05-31 (BakerSteel official factsheet)
6
EQXEquinox Gold Corp.
No size
FUND DISCLOSUREMay 31, 2026Fund fact sheet · Fund top-10 holdings, as of 2026-05-31 (BakerSteel official factsheet)
7
EGOEldorado Gold Corporation
No size
FUND DISCLOSUREMay 31, 2026Fund fact sheet · Fund top-10 holdings, as of 2026-05-31 (BakerSteel official factsheet)
8
EXKEndeavour Silver Corp.
No size
FUND DISCLOSUREMay 31, 2026Fund fact sheet · Fund top-10 holdings, as of 2026-05-31 (BakerSteel official factsheet)
9
FNLPFFresnillo plc
No size
FUND DISCLOSUREMay 31, 2026Fund fact sheet · Fund top-10 holdings, as of 2026-05-31 (BakerSteel official factsheet)
10
IAGIAMGOLD Corporation
No size
FUND DISCLOSUREMay 31, 2026Fund fact sheet · Fund top-10 holdings, as of 2026-05-31 (BakerSteel official 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

1.30

R-squared

0.52

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, James Luke, Lawrence Lepard
CDE	Coeur Mining, Inc.	5 investors, Don Durrett, James Luke, Lawrence Lepard
EXK	Endeavour Silver Corp.	4 investors, Don Durrett, Lawrence Lepard, Ned Naylor-Leyland
AU	AngloGold Ashanti plc	3 investors, James Luke, Peter Schiff, U.S. Global Investors
EGO	Eldorado Gold Corporation	3 investors, Commodity Discovery Fund, Terra Capital, Waterton Global Resource Management
EQX	Equinox Gold Corp.	3 investors, Don Durrett, Peter Schiff, Ross Beaty
ARIS	Aris Mining Corporation	2 investors, Don Durrett, Frank Giustra
FNLPF	Fresnillo plc	1 investor, Ned Naylor-Leyland
IAG	IAMGOLD Corporation	1 investor, U.S. Global Investors
SBSW	Sibanye Stillwater Limited	0 investors

Similar Portfolios

Don Durrett

4 shared holdings

40% overlap

ARIS, CDE, EQX, EXK

Ned Naylor-Leyland

4 shared holdings

40% overlap

CDE, EXK, FNLPF, PAAS

James Luke

3 shared holdings

30% overlap

AU, CDE, PAAS

Lawrence Lepard

3 shared holdings

30% overlap

CDE, EXK, PAAS

Peter Schiff

3 shared holdings

30% overlap

AU, EQX, PAAS

Filing Timeline

May 31, 2026ARISAris Mining Corporation
3.8% of fund
Fund HoldingFund fact sheet · Fund top-10 holdings, as of 2026-05-31 (BakerSteel official factsheet)
May 31, 2026AUAngloGold Ashanti plc
4.0% of fund
Fund HoldingFund fact sheet · Fund top-10 holdings, as of 2026-05-31 (BakerSteel official factsheet)
May 31, 2026CDECoeur Mining, Inc.
3.9% of fund
Fund HoldingFund fact sheet · Fund top-10 holdings, as of 2026-05-31 (BakerSteel official factsheet)
May 31, 2026EGOEldorado Gold Corporation
3.5% of fund
Fund HoldingFund fact sheet · Fund top-10 holdings, as of 2026-05-31 (BakerSteel official factsheet)
May 31, 2026EQXEquinox Gold Corp.
3.7% of fund
Fund HoldingFund fact sheet · Fund top-10 holdings, as of 2026-05-31 (BakerSteel official factsheet)
May 31, 2026EXKEndeavour Silver Corp.
3.4% of fund
Fund HoldingFund fact sheet · Fund top-10 holdings, as of 2026-05-31 (BakerSteel official factsheet)
May 31, 2026FNLPFFresnillo plc
3.4% of fund
Fund HoldingFund fact sheet · Fund top-10 holdings, as of 2026-05-31 (BakerSteel official factsheet)
May 31, 2026IAGIAMGOLD Corporation
3.4% of fund
Fund HoldingFund fact sheet · Fund top-10 holdings, as of 2026-05-31 (BakerSteel official factsheet)
May 31, 2026PAASPan American Silver Corp.
4.0% of fund
Fund HoldingFund fact sheet · Fund top-10 holdings, as of 2026-05-31 (BakerSteel official factsheet)
May 31, 2026SBSWSibanye Stillwater Limited
4.0% of fund
Fund HoldingFund fact sheet · Fund top-10 holdings, as of 2026-05-31 (BakerSteel official 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, James Luke, Lawrence Lepard

CDE

Coeur Mining, Inc.

5 investors, Don Durrett, James Luke, Lawrence Lepard

EXK

Endeavour Silver Corp.

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

AngloGold Ashanti plc

3 investors, James Luke, Peter Schiff, U.S. Global Investors

EGO

Eldorado Gold Corporation

3 investors, Commodity Discovery Fund, Terra Capital, Waterton Global Resource Management

EQX

Equinox Gold Corp.

3 investors, Don Durrett, Peter Schiff, Ross Beaty

ARIS

Aris Mining Corporation

2 investors, Don Durrett, Frank Giustra

FNLPF

Fresnillo plc

1 investor, Ned Naylor-Leyland

IAG

IAMGOLD Corporation

1 investor, U.S. Global Investors

SBSW

Sibanye Stillwater Limited

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%