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Electrum Group LLC

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13F filer, CIK 1565641, NEW YORK, NY

Electrum Group LLC reported $1,082,293,119 across 8 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-12.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001565641-26-000007

Period
2026-03-31
Reported value
$1.08B
Holdings
8
Top 10 weight
100%
New
0
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
THMadded+3,153,153$7.25M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
SILreduced-91,000-$8.2M
SILJreduced-275,000-$8.17M
PAASreduced-124,000-$6.77M
HLreduced-299,000-$5.57M
CDEreduced-281,000-$5.27M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2026

Share positions as resolved from 13F-HR 0001565641-26-000007, largest first. % of portfolio is the value over $1,082,293,119, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
NGNOVAGOLD RESOURCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 92,902,813 shares; 2026Q1: 92,902,813 shares 92,902,813$834M77.08%0Timeline
TMQTRILOGY METALS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 31,604,741 shares; 2026Q1: 31,604,741 shares 31,604,741$113M10.48%0Timeline
THMINTERNATIONAL TOWER HILL MINQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 28,765,672 shares; 2026Q1: 31,918,825 shares 31,918,825$73.4M6.78%+3,153,153Timeline
SILJAMPLIFY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 1,052,615 shares; 2026Q1: 777,615 shares 777,615$23.1M2.14%-275,000Timeline
SILGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 342,009 shares; 2026Q1: 251,009 shares 251,009$22.6M2.09%-91,000Timeline
HLHECLA MINING COMPANYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 655,251 shares; 2026Q1: 356,251 shares 356,251$6.64M0.61%-299,000Timeline
PAASPAN AMERN SILVER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 216,130 shares; 2026Q1: 92,130 shares 92,130$5.03M0.47%-124,000Timeline
CDECOEUR MNG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 481,315 shares; 2026Q1: 200,315 shares 200,315$3.76M0.35%-281,000Timeline

Sold out in Q1 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
DAKOTA GOLD CORPDAKOTA GOLD CORP360,755$1.31Mcall

How Q1 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001565641-26-000007 base2026-05-12acceptance time not in the bulk data set