1
BGLDBoreal Gold Inc.
4 filers at 5%+
Small Cap
Market Cap
$53M
FilerStakeForm
First Trust Portfolios L.P.29.9%13G/A
Arax Advisory Partners13.4%13G
Foundations Investment Advisors, Llc6.7%13G
Robert W. Baird & Co. Inc5.1%13G/A
Steady Accumulation
Tracked funds adding to a position quarter after quarter in 13F filings. Streak, dollars added, and filer count are disclosed facts, not a verdict. 13F data is filed quarterly in arrears and is not real-time.
Disclosed stakes 5%+
Disclosed ownership stakes of 5% or more from filers who are not on the curated tracked roster, ranked by stake size, with smaller companies weighted higher. Filing a 13F alone does not exclude a filer.
Convergence clusters use every non-passive 13D/13G stake of at least 5% on a company, including tracked portfolio investors. A cluster is two or more distinct filers at that floor.
Stakes are grouped by percentage rounded to one decimal. Within each group, lower cached market cap ranks first, followed by exact stake percentage and CIK identity.
Small < $1B · Mid $1B to < $10B · Major $10B+
45
Stakes
41
Filers
23
Clusters
Include Majors(1) majors
Convergence Clusters
23Companies with at least two distinct filers disclosing stakes of 5% or more (passive and index filers excluded).
2
CNLCollective Mining Ltd.
4 filers at 5%+
Mid Cap
Market Cap
$1.3B
FilerStakeForm
Agnico Eagle Mines Limited15.0%13G/A
Ari Sussman11.6%13G/A
Jupiter Asset Management Ltd10.0%13G
3
VMETVersamet Royalties Corporation
3 filers at 5%+
Mid Cap
Market Cap
$1.0B
FilerStakeForm
4
NEWPNew Pacific Metals Corp.
3 filers at 5%+
Mid Cap
Market Cap
$1.1B
FilerStakeForm
Silvercorp Metals Inc.28.0%13G/A
Pan American Silver Corp11.5%13G/A
5
NGNovaGold Resources Inc.
3 filers at 5%+
Mid Cap
Market Cap
$3.0B
FilerStakeForm
6
RYESRise Gold Corp.
3 filers at 5%+
Small Cap
Market Cap
$18M
FilerStakeForm
Abdiel Capital Advisors, LP20.0%13G
Daniel Oliver Jr13.9%13D/A
7
NFGCNew Found Gold Corp
3 filers at 5%+
Small Cap
Market Cap
$557M
FilerStakeForm
Sprott Eric19.4%13D/A
Palisades Goldcorp Ltd.7.8%13G/A
Dundee Corp5.7%13G/A
8
THMInternational Tower Hill Mines, Ltd.
2 filers at 5%+
Small Cap
Market Cap
$555M
FilerStakeForm
Electrum Strategic Opportunities Fund II L.P.11.1%13G/A
9
PPTAPerpetua Resources Corp. Common Shares
2 filers at 5%+
Mid Cap
Market Cap
$2.9B
FilerStakeForm
Agnico Eagle Mines Limited8.7%13G
10
AUSTAustin Gold Corp.
2 filers at 5%+
Small Cap
Market Cap
$18M
FilerStakeForm
Higgs Dennis Lyle27.9%13D/A
Higgs Darcy Alan18.5%13D/A
11
OGGOsisko Gold Group Inc.
2 filers at 5%+
Small Cap
Market Cap
$737M
FilerStakeForm
Double Zero Capital, LP19.9%13D/A
12
BGLBlue Gold Limited Class A Ordinary Shares
2 filers at 5%+
Small Cap
Market Cap
$9M
FilerStakeForm
Cavaghan Andrew16.9%13D/A
RCF VII Sponsor LLC6.2%13G
13
SASeabridge Gold, Inc.
2 filers at 5%+
Mid Cap
Market Cap
$3.1B
FilerStakeForm
FCMI Parent Co.15.6%13D/A
14
MTAMetalla Royalty & Streaming Ltd.
2 filers at 5%+
Small Cap
Market Cap
$689M
FilerStakeForm
Beedie Investments Limited10.3%13G/A
15
HSLVHighlander Silver Corp.
2 filers at 5%+
Mid Cap
Market Cap
$1.1B
FilerStakeForm
Augusta Ozama Investment LP13.2%13D
Eric Sprott6.5%13G
16
SKESkeena Resources Limited
2 filers at 5%+
Mid Cap
Market Cap
$3.2B
FilerStakeForm
Key Group Long Term Investments LP5.3%13G
17
GAUGaliano Gold Inc.
2 filers at 5%+
Small Cap
Market Cap
$539M
FilerStakeForm
18
IAUXi-80 Gold Corp.
2 filers at 5%+
Mid Cap
Market Cap
$1.2B
FilerStakeForm
Daniel Kaufman6.3%13G
19
WRNWestern Copper and Gold Corporation
2 filers at 5%+
Small Cap
Market Cap
$499M
FilerStakeForm
Rio Tinto plc8.4%13D/A
20
ITRGIntegra Resources Corp.
2 filers at 5%+
Small Cap
Market Cap
$434M
FilerStakeForm
Beedie Investments Limited7.8%13G/A
Franklin Resources, Inc.7.4%13G/A
21
DCDakota Gold Corp.
2 filers at 5%+
Small Cap
Market Cap
$844M
FilerStakeForm
Robert Quartermain7.4%13G/A
Gerald Michael Aberle5.0%13G
22
VOXRVox Royalty Corp.
2 filers at 5%+
Small Cap
Market Cap
$294M
FilerStakeForm
Konwave Inc.5.9%13G
Ashford Capital Management Inc5.3%13G
23
EGOEldorado Gold Corporation
2 filers at 5%+
Mid Cap
Market Cap
$10B
FilerStakeForm
Capital Research Global Investors5.2%13G
Disclosed Stakes
451
BGLDBoreal Gold Inc.
First Trust Portfolios L.P.
Small Cap
29.9%
2
VMETVersamet Royalties Corporation
B2Gold Corp.
Mid Cap
28.8%
3
NEWPNew Pacific Metals Corp.
Silvercorp Metals Inc.
Mid Cap
28.0%
4
AUSTAustin Gold Corp.
Higgs Dennis Lyle
Small Cap
27.9%
5
NGNovaGold Resources Inc.
Electrum Strategic Resources L.P.
Mid Cap
22.6%
6
RYESRise Gold Corp.
Abdiel Capital Advisors, LP
Small Cap
20.0%
7
OGGOsisko Gold Group Inc.
Double Zero Capital, LP
Small Cap
19.9%
8
AUSTAustin Gold Corp.
Higgs Darcy Alan
Small Cap
18.5%
9
BGLBlue Gold Limited Class A Ordinary Shares
Cavaghan Andrew
Small Cap
16.9%
10
SASeabridge Gold, Inc.
FCMI Parent Co.
Mid Cap
15.6%
11
CNLCollective Mining Ltd.
Agnico Eagle Mines Limited
Mid Cap
15.0%
12
RYESRise Gold Corp.
Daniel Oliver Jr
Small Cap
13.9%
13
BGLDBoreal Gold Inc.
Arax Advisory Partners
Small Cap
13.4%
14
HSLVHighlander Silver Corp.
Augusta Ozama Investment LP
Mid Cap
13.2%
15
CNLCollective Mining Ltd.
Ari Sussman
Mid Cap
11.6%
16
NEWPNew Pacific Metals Corp.
Pan American Silver Corp
Mid Cap
11.5%
17
THMInternational Tower Hill Mines, Ltd.
Electrum Strategic Opportunities Fund II L.P.
Small Cap
11.1%
18
OROR Royalties Inc.
EdgePoint Investment Group Inc.
Mid Cap
10.4%
19
MTAMetalla Royalty & Streaming Ltd.
Beedie Investments Limited
Small Cap
10.3%
20
CMCLCaledonia Mining Corporation Plc
Shining Capital Management Ltd.
Small Cap
10.0%
21
CNLCollective Mining Ltd.
Jupiter Asset Management Ltd
Mid Cap
10.0%
22
FURYFury Gold Mines Limited
Agnico Eagle Mines Limited
Small Cap
9.9%
23
PPTAPerpetua Resources Corp. Common Shares
Agnico Eagle Mines Limited
Mid Cap
8.7%
24
NGNovaGold Resources Inc.
Giovanni Agnelli B.V.
Mid Cap
8.6%
25
VMETVersamet Royalties Corporation
The Doraline Trust
Mid Cap
8.5%
26
WRNWestern Copper and Gold Corporation
Rio Tinto plc
Small Cap
8.4%
27
ITRGIntegra Resources Corp.
Beedie Investments Limited
Small Cap
7.8%
28
NFGCNew Found Gold Corp
Palisades Goldcorp Ltd.
Small Cap
7.8%
29
ITRGIntegra Resources Corp.
Franklin Resources, Inc.
Small Cap
7.4%
30
DCDakota Gold Corp.
Robert Quartermain
Small Cap
7.4%
31
CTGOContango Silver & Gold Inc.
Alyeska Investment Group, L.P.
Small Cap
7.1%
32
BGLDBoreal Gold Inc.
Foundations Investment Advisors, Llc
Small Cap
6.7%
33
IAUXi-80 Gold Corp.
Daniel Kaufman
Mid Cap
6.3%
34
BGLBlue Gold Limited Class A Ordinary Shares
RCF VII Sponsor LLC
Small Cap
6.2%
35
VOXRVox Royalty Corp.
Konwave Inc.
Small Cap
5.9%
36
NFGCNew Found Gold Corp
Dundee Corp
Small Cap
5.7%
37
VOXRVox Royalty Corp.
Ashford Capital Management Inc
Small Cap
5.3%
38
SKESkeena Resources Limited
Key Group Long Term Investments LP
Mid Cap
5.3%
39
SBSWSibanye Stillwater Limited
Giovanni Agnelli B.V.
Mid Cap
5.3%
40
BTGB2Gold Corp.
Pale Fire Capital SICAV a.s.
Mid Cap
5.2%
41
EGOEldorado Gold Corporation
Capital Research Global Investors
Mid Cap
5.2%
42
BGLDBoreal Gold Inc.
Robert W. Baird & Co. Inc
Small Cap
5.1%
43
IAGIAMGOLD Corporation
FIL Limited
Mid Cap
5.1%
44
DCDakota Gold Corp.
Gerald Michael Aberle
Small Cap
5.0%
45
FSMFortuna Mining Corp.
Arrowstreet Capital, Limited Partnership
Mid Cap
5.0%
Disclosed US stakes only (13D/13G). Sub-5% stakes are generally not disclosed. This is not a complete ownership picture.
13F filings reflect the last filed quarter, can be 45+ days old, and are not real-time. Ownership stakes are from Schedule 13D/G disclosures.