Gold & Safe Haven

theme

Updated from quarterly filings · as of 2026-06-30

Summary

In the Gold & Safe Haven theme, tracked hedge-fund managers hold 9 stocks, a combined reported value of ~$3.17B; most concentrated in NEM, KGC, FNV. 8 managers hold positions here. From public SEC 13F filings, delayed up to ~45 days.

Constituents

9stocks

Tracked gurus

8(13F)

Board total value

$3.17B

Largest holding

NEMNEWMONT CORP

Data delay: 13F filings lag up to ~45 days and cover only some long positions. For research only.

Stocks in this boardranked by tracked-guru holding value

NEMNEWMONT CORP$868.26M

Precious Metal Miners Materials

KGCKINROSS GOLD CORP$781.71M

Precious Metal Miners

FNVFRANCO-NEVADA CORP$661.31M

IAUISHARES GOLD TRUST$211.24M

RGLDROYAL GOLD INC$206.48M

AEMAGNICO EAGLE MINES LTD$204.44M

Precious Metal Miners

GLDSPDR GOLD SHARES$154.76M

WPMWHEATON PRECIOUS METALS CORP$82.63M

GOLDGOLD.COM INC$3.73M

Precious Metal Miners

Gurus most invested in this boardby value held in this board

Renaissance Technologies8 stocks$1.40B 2

Ken Griffin9 stocks$585.52M 3

Izzy Englander9 stocks$334.41M 4

Ray Dalio3 stocks$311.57M 5

Steven Cohen3 stocks$191.66M 6

Joel Greenblatt8 stocks$181.21M 7Paul Tudor Jones8 stocks$172.11M 8Jeremy Grantham1 stocks$861.5K

Public SEC 13F filings may appear up to 45 days after quarter-end; STOCK Act / OGE trade filings are generally due within 45 days but may be late. Partial data only — research, not investment advice.