Electrum Group LLC

Position in NG — Novagold Resources Inc

CIK 1565641 NEW YORK, NY

Position in NG

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$834,267,260

-$31,586,957 QoQ

Shares Held

92,902,813

0.0% QoQ

Ownership

21.2%

of shares outstanding

% of Portfolio

80.48%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2025

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Basic Materials · as of Mar 31, 2026

Electrum Group LLC holds $916,473,530 across 4 Gold names. NG ranks #1 (91.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NG	Novagold Resources Inc This page	92,902,813	$834,267,260
2	THM	International Tower Hill Mines Ltd	31,918,825	$73,413,297
3	PAAS	Pan American Silver Corp	92,130	$5,033,061
4	CDE	Coeur Mining, Inc.	200,315	$3,759,912

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$834,267,260	92,902,813	0.0%	Shares	Sole	2026-05-12
2025-12-31	$865,854,217	92,902,813	—	Shares	Sole	2026-02-11
No filing history on record for this holder in this stock.