AI Holders Summary · Q2 2026

263 institutions reported NG in Q2 2026. Electrum Group LLC leads at 31.3% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

Hide index funds / market makers / custodians(3 on this page)

#HolderValueShares% port.Quarter

Electrum Group LLC

CIK 0001565641

$555M92.9M16.38%Q2 2026 02

Lingotto Investment Management LLP

CIK 0001732768

$188M31.5M4.03%Q2 2026 03

PAULSON & CO. INC.

CIK 0001035674

$163M27.2M6.31%Q2 2026 04

BlackRock, Inc.

CIK 0002012383

$130M21.8M0.00%Q2 2026 05

FMR LLC

CIK 0000315066

$90M15.0M0.00%Q2 2026 06

First Eagle Investment Management, LLC

CIK 0001325447

$89M15.0M0.07%Q2 2026 07

D. E. Shaw & Co., Inc.

CIK 0001009207

$82M8.8M0.04%Q4 2025 08

Capital World Investors

CIK 0001422849

$63M10.6M0.01%Q2 2026 09

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$59M9.9M0.00%Q2 2026 10

TEACHER RETIREMENT SYSTEM OF TEXAS

CIK 0000796848

$46M5.2M0.19%Q1 2026 11

VAN ECK ASSOCIATES CORP

CIK 0000869178

$46M7.7M0.03%Q2 2026 12

Kopernik Global Investors, LLC

CIK 0001599814

$41M6.9M2.52%Q2 2026 13

PRINCIPAL FINANCIAL GROUP INC

CIK 0001126328

$35M5.9M0.02%Q2 2026 14

UBS Group AG

CIK 0001610520

$34M5.7M0.00%Q2 2026 15

STATE STREET CORP

CIK 0000093751

$32M5.3M0.00%Q2 2026 16

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$29M4.9M0.00%Q2 2026 17

NORGES BANK

CIK 0001374170· Sovereign

$27M4.5M0.00%Q2 2026 18

Bank Pictet & Cie (Europe) AG

CIK 0001123274

$25M4.2M0.49%Q2 2026 19

Amundi

CIK 0001330387

$20M3.4M0.00%Q2 2026 20

VANGUARD FIDUCIARY TRUST CO

CIK 0000933478· Index

$20M3.3M0.00%Q2 2026

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