Goehring & Rozencwajg Associates, LLC

Position in NG — Novagold Resources Inc

CIK 1863154 NEW YORK, NY

Position in NG

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$4,243,004

-$1,977,810 QoQ

Shares Held

710,721

+2.6% QoQ

Ownership

0.162%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

#40

of 245 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 89% Shared 0% None 11%

Basic Materials · as of Jun 30, 2026

Goehring & Rozencwajg Associates, LLC holds $8,857,176 across 3 Gold names. NG ranks #1 (47.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NG	Novagold Resources Inc This page	710,721	$4,243,004
2	CMCL	Caledonia Mining Corp Plc	156,906	$2,996,904
3	ORLA	Orla Mining Ltd.	165,196	$1,617,268

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,243,004	710,721	+2.6%	Shares	Sole	2026-08-05
2026-03-31	$6,220,814	692,741	-13.4%	Shares	Sole	2026-05-05
2025-12-31	$7,454,378	799,826	-30.0%	Shares	Sole	2026-02-13
2025-09-30	$10,053,903	1,142,489	+1.3%	Shares	Sole	2025-11-10
2025-06-30	$4,612,881	1,127,844	+197.1%	Shares	Sole	2025-08-12
2025-03-31	$1,108,513	379,628	+2.3%	Shares	Sole	2025-04-29
2024-12-31	$1,235,856	371,128	+5.6%	Shares	Sole	2025-01-28
2024-09-30	$1,440,805	351,416	+7.9%	Shares	Sole	2024-11-13
2024-06-30	$1,127,157	325,768	+11.6%	Shares	Sole	2024-08-12
2024-03-31	$875,604	291,868	+8.4%	Shares	Sole	2024-05-13
2023-12-31	$1,007,436	269,368	+4.1%	Shares	Sole	2024-02-14
2023-09-30	$994,033	258,863	+3.7%	Shares	Sole	2023-11-14
2023-06-30	$996,354	249,713	+12.6%	Shares	Sole	2023-08-14
2023-03-31	$1,379,614	221,803	+4.5%	Shares	Sole	2023-05-09
2022-12-31	$1,268,854	212,183	—	Shares	Sole	2023-03-01
No filing history on record for this holder in this stock.