GDXJ Components for UK ISA

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Re: GDXJ Components for UK ISA

Postby Does Commute Abit » Wed Nov 24, 2010 1:11 am

Thanks Pixel8r. As I've said before, I'm more interested in buying into these next year - still have insufficient funds following a mega-PM purchase pre-Sept 1st and a few personal costs that appear this time of year.

But will be looking closely from say February onwards. I've missed any BIG seasonal moves in miners this year, but should be well placed for this doldrums season, when perhaps the markets will have topped
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Re: GDXJ Components for UK ISA

Postby Pixel8r » Tue Jun 14, 2011 8:53 pm

Here's a list of the miners being added and deleted from the GDXJ junior mining index effective at close on this Friday 17th June.

Good to see some of my favourites have made it in (Great Panther Silver, ECU Silver & Endeavour Mining). Should add some extra volume to them over the coming weeks. :clap:

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Re: GDXJ Components for UK ISA

Postby fexx » Sat Sep 17, 2011 10:29 am

Here are the components within GDXJ, some are being changed soon, so I will try to post an updated list with the weightings;

Stock Weight Amount
First Majestic Silver 4.47% $122,169,762 (being dropped)
Silver Standard Resources 4.46% $121,937,665 (being dropped)
Alamos Gold 4.39% $119,992,221
Aurico Gold 3.87% $105,888,141
Perseus Mining Ltd 3.19% $84,600,027
Silvercorp Metals 2.93% $80,015,109
Medusa Mining Ltd 2.72% $72,048,392
Minefinders 2.72% $74,422,953
Nevsun Resources Ltd 2.60% $71,143,303
Northgate Minerals 2.37% $64,745,469
Kirkland Lake Gold 2.25% $61,635,268
Kingsgate Consolidated Ltd 2.21% $58,619,912
Endeavour Silver 2.04% $55,858,586
B2gold 2.03% $55,543,110
Aurizon Mines Ltd 1.96% $53,541,496
Great Basin Gold Ltd 1.89% $51,766,762
Avion Gold 1.76% $48,260,406
Banro 1.75% $47,740,001
Extorre Gold Mines Ltd 1.70% $46,602,627
San Gold 1.69% $46,168,775
Dundee Precious Metals 1.68% $46,047,499
Fortuna Silver Mines 1.57% $42,848,437
Cga Mining Ltd 1.57% $42,941,828
Lake Shore Gold 1.55% $42,489,803
China Gold Inter 1.49% $40,731,578
Guyana Goldfields 1.46% $39,885,607
St Barbara Ltd 1.41% $37,431,850
Rubicon Minerals 1.41% $38,691,017
Rainy River Resources Ltd 1.36% $37,306,140
Colossus Minerals 1.32% $36,227,278
Us Gold 1.29% $35,309,430
Golden Star Resources Ltd 1.29% $35,378,756
Romarco Minerals 1.27% $34,678,951
Avocet Mining Plc 1.20% $31,928,999
Premier Gold Mines Ltd 1.20% $32,702,972
Oceanagold 1.10% $30,208,123
Torex Gold Resources 1.04% $28,465,592
Argonaut Gold 1.04% $28,337,638
Atac Resources Ltd 1.03% $28,219,061
International Tower Hill Mines Ltd 1.03% $28,213,614
Trelawney Mining 1.02% $27,877,211
Resolute Mining Ltd 0.99% $26,329,925
Gryphon Minerals Ltd 0.98% $26,095,770
Mag Silver 0.96% $26,214,449
Patagonia Gold Plc 0.93% $24,776,344
Jaguar Mining 0.93% $25,344,133
Integra Mining Ltd 0.88% $23,423,643
Ramelius Resources Ltd 0.88% $23,438,999
Great Panther Silver Ltd 0.86% $23,514,556
Sulliden Gold Corp Ltd 0.81% $22,154,433
Beadell Resources Ltd 0.80% $21,151,591
Exeter Resource 0.80% $21,867,228
Bear Creek Mining 0.67% $18,388,891
Orko Silver 0.66% $17,984,538
Highland Gold Mining Ltd 0.65% $17,234,899
Timmins Gold 0.64% $17,464,128
Gran Colombia Gold 0.57% $15,160,474
Endeavour Mining 0.54% $14,666,391
Brigus Gold 0.51% $14,005,076
Orezone Gold 0.49% $13,305,920
Focus Minerals Ltd 0.48% $12,669,208
Paramount Gold And Silver 0.44% $11,906,056
Real Gold Mining Ltd 0.40% $10,715,838
Crocodile Gold 0.40% $11,038,618
Ecu Silver Mining 0.39% $10,346,294
Sino Prosper Sta 0.33% $8,660,227
Primero Mining 0.33% $9,043,816
Lingbao Gold Co Ltd 0.32% $8,512,029
Golden Minerals Co. 0.29% $8,001,828
Net Other Assets / Cash 0.22% $5,931,444
Drdgold Ltd 0.13% $3,423,071
East Asia Minerals 0.03% $853,760

Others to be added are;

Keegan Resources (KGN)
Continental Gold (CGOOF.PK)
Minera Andes (MNEAF.OB)
Canaco Resources (CANWF.PK)
China Precious Metal Resources (HKSE: 1194)
Rio Alto Mining (RIOAF.PK)
Catalpa Resources (CAHPH.PK)
Indophil Resources (IPLRF.PK)
Vista Gold (VGZ)

(In addition, AUQ/NGX may also be dropped as the merger would put them out of the juniors.)
Disclaimer - I am not backed by anything.
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Re: GDXJ Components for UK ISA

Postby mongoose » Sat Jan 28, 2012 8:40 am

Update on Gold fund constituents

Ruffer Baker Steel Gold Fund
Stock % of fund
Resolute Mining 7.0
Harmony Gold Mining 6.1
Gold Fields 4.6
OceanaGold 4.4
Nevsun Resources 3.2
Source: Ruffer LLP
Yamana Gold 4.1
La Mancha Resources 3.6
Evolution Mining 4.0
Banro 3.7
Archipelago Resources 4.1

Blackrock Gold & General Fund
Stock name % Weight Country Sector
1 Newcrest Mining 7.99% Australia Mining
2 Fresnillo 6.38% United Kingdom Mining
3 Goldcorp 5.99% Canada Mining
4 Kinross Gold Corp. 4.97% Canada Mining
5 Randgold Resources Ltd. ADS 4.61% United States Mining
6 Barrick Gold Corp. 4.22% Canada Mining
7 Newmont Mining Corp. 4.01% United States Mining
8 Industrias Penoles S.A. de C.V. 3.94% Mexico Industrial Metals & Mining
9 Franco-Nevada 3.34% Canada Financial Services
10 IAMGOLD Corp. 2.96% Canada Mining

Smith & Williamson Global Gold & Resources Fund
Stock name % Weight Country Sector
1 Central Fund of Canada 7.20% Non-Classified Equity Investment Instruments
2 Goldcorp 4.98% Canada Mining
3 Eldorado Gold Corp. 3.58% Canada Mining
4 Franco-Nevada 2.82% Canada Financial Services
5 Barrick Gold Corp. 2.81% Canada Mining
6 Alacer Gold 2.66% Canada Mining
7 Semafo 2.59% Canada Mining
8 Fresnillo 2.54% United Kingdom Mining
9 Tahoe Resources 2.52% Canada Mining
10 B2Gold 2.46% Canada Mining

Investec Global Gold Fund
Stock name % Weight Country Sector
1 Goldcorp 9.32% Canada Mining
2 Newcrest Mining 7.98% Australia Mining
3 Randgold Resources 6.62% United Kingdom Mining
4 Yamana Gold 6.07% Canada Mining
5 New Gold 5.89% Canada Mining
6 Barrick Gold Corp. 4.76% Canada Mining
7 Newmont Mining Corp. 4.70% United States Mining
8 Royal Gold 4.03% United States Mining
9 AngloGold Ashanti 3.68% South Africa Mining
10 Semafo 3.57% Canada Mining
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Re: GDXJ Components for UK ISA

Postby mongoose » Sat Jan 28, 2012 9:00 am

GDXJ top 10
Holding Shares Market Value (USD) % of net assets
Alamos Gold Inc AGI CN 6,371,842 130,166,130 5.23%
Perseus Mining Ltd PRU AU 23,563,377 73,164,920 2.94%
Silvercorp Metals Inc SVM CN 9,005,124 73,278,179 2.94%
Nevsun Resources Ltd NSU CN 10,761,554 70,916,336 2.85%
Minefinders Corp MFN US 4,341,146 62,252,034 2.50%
Kingsgate Consolidated Ltd KCN AU 7,205,575 56,312,308 2.26%
Kirkland Lake Gold Inc KGI CN 3,119,130 55,403,447 2.23%
Medusa Mining Ltd MML AU 8,836,905 55,335,152 2.22%
B2Gold Corp BTO CN 13,884,519 52,679,519 2.12%
Endeavour Silver Corp EXK US 4,656,362 51,871,873 2.08%

GDX top 10
Holding Shares Market Value (USD) % of net assets
Barrick Gold Corp ABX US 29,969,357 1,483,782,865 15.86%
Goldcorp Inc GG US 24,424,523 1,202,663,513 12.85%
Newmont Mining Corp NEM US 14,827,757 912,055,333 9.75%
Anglogold Ashanti Ltd AU US 11,557,427 534,415,424 5.71%
Yamana Gold Inc AUY US 26,704,844 462,794,947 4.95%
Cia De Minas Buenaventura Sa BVN US 10,657,569 460,193,829 4.92%
Silver Wheaton Corp SLW US 12,842,218 458,467,183 4.90%
Randgold Resources Ltd GOLD US 3,867,874 441,633,853 4.72%
Gold Fields Ltd GFI US 26,038,508 440,571,555 4.71%
Kinross Gold Corp KGC US 36,355,529 423,905,468 4.53%
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Re: GDXJ Components for UK ISA

Postby d2thdr » Thu Feb 22, 2018 12:07 pm » Firefox 58.0 64 bits Firefox 58.0 64 bits  Windows NT 64 bits Windows NT 64 bits  Screen Resolution: 1366 x 768 1366 x 768

mongoose, can you if possible update these lists.
In the world today there are only three assets, gold, oil and currencies. The paper currencies, so long admired and accepted are now in a war of self destruction. They will consume each other in an end battle of "I'm the last man standing but have lost all use as a unit of value".
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Re: GDXJ Components for UK ISA

Postby Pixel8r » Thu Feb 22, 2018 7:22 pm » Safari 11.0.2 Safari 11.0.2  Mac OS X Mac OS X  Screen Resolution: 2560 x 1440 2560 x 1440

d2thdr » Thu Feb 22, 2018 12:07 pm wrote:mongoose, can you if possible update these lists.

Haven't seen mongoose for a good while but I may be able to help.

GDX top ten => http://portfolios.morningstar.com/fund/holdings?t=GDX

GDXJ top ten => http://portfolios.morningstar.com/fund/holdings?t=GDXJ

Good way to get into mining stocks, analysing the component companies and picking what suits. My top holdings currently are;

Endeavour Mining Corp TSX:EDV
Sandstorm Gold Ltd TSX:SSL
Pretium Resources Inc. TSX:PVG
First Majestic Silver Corp. TSX:FF
Silvercorp Metals Inc. TSX:SVM
"Money is Gold, and nothing else"
(As John Pierpont Morgan once stated under oath before the USCongress and the Pujo Commission in 1912)
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Re: GDXJ Components for UK ISA

Postby d2thdr » Sun Mar 04, 2018 10:01 am » Safari Mobile 10.0 Safari Mobile 10.0  iPad iPad  Screen Resolution: 768 x 1024 768 x 1024

Thanks Pixel.
In the world today there are only three assets, gold, oil and currencies. The paper currencies, so long admired and accepted are now in a war of self destruction. They will consume each other in an end battle of "I'm the last man standing but have lost all use as a unit of value".
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