Sprott Holdings Update

Sprott Holdings update:

Buys: Triple Flag Precious Metals, Equinox Gold.

Sells: Maverix Metals, Sibanye, Mag Silver, SSR Mining.

 

Sprott Holdings Update: August 2022

New Sprott report is out: https://www.sec.gov/edgar/browse/?CIK=0001512920

Sprott bought the following: I-80 Gold, Schnitzer Steel, McEwen Mining, Sandstorm Gold, Steel Dynamics.

Sprott sold the following: Hycroft, Microstrategy, Shell, Excellon, Franklin Resources, Gold Fields, Sibanye, Wheaton, Equinox, Mag Silver.

 

Foreign Holdings of Debt Vs. Bond Yields

When foreigners sell treasuries, bond yields go up. 

Sprott Holdings Update: February 2022

Sprott Inc new filing. 

Sprott bought: New Gold, Skeena Resources, Gold Fields, Gold Royalty, Freeport, Rio Tinto

Sprott sold: Euro, Eldorado Gold, Kinross Gold, Kirkland Lake Gold, Barrick Gold, Pan American Silver

Sprott Holdings Update November 2021

Sprott filed its new holdings.

Sprott bought: FSM (which crashed recently), Nucor, a bunch of uranium miners.

Sprott sold: RIO, XOM, FCM, Platinum, a bunch of silver miners.

Sprott Holdings Update August 2021

Sprott has filed its new holdings in August 2021.

What's notable is:

They added a lot of gold miners and energy stocks: Equinox gold (undervalued), Mag Silver (low cost), Suncor, Schlumberger.

They sold Americas Gold and Silver (they had some production issues, covid and blockades), B2Gold (no growth) and Fortuna Silver (bad diversification into Africa).

Sprott Holdings Update May 2021

Sprott has filed its new holdings in May 2021.

What's notable is:

They added Rio Tinto, which is a base metal iron producer.

They sold McEwen Mining, which was a very bad mine. They sold some copper mines like Teck Resources and Western Copper and Gold. Probably profit taking. They also sold Bank of Nova Scotia, which means they don't believe in the banking stocks anymore.

Sold holdings:

 

Rhodium/Palladium ETF Holdings Vs. Rhodium/Palladium Price

When the holdings in the Rhodium/Palladium ETF stock levels decline, this indicates there is a shortage. Prices rise. 

Physical backed gold holdings update

The WGC released this update on global physical backed gold holdings.

 

Update on Gold ETF holdings

Gold ETF holdings have been on a tear this year, just as we saw inflows in GLD.


But when you compare it to a year ago, the holdings are still flat, see below. So there is a lot of upside still to come.