Condire Management’s i-80 Gold Corp IAUX Stock Holding History

Condire Management’s Portfolio IAUX Stock Details IAUX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$125M	Buy	82,103,559 +1,862,001	+2%	+$3.18M	12.06%	2
2025 Q4	$117M	Buy	80,241,558 +141,558	+0.2%	+$161K	12.23%	2
2025 Q3	$76.5M	Buy	80,100,000 +100,000	+0.1%	+$72.8K	9.16%	3
2025 Q2	$47.9M	Buy	+80,000,000	New	+$47.2M	6.89%	5

Other funds holding IAUX

Sprott Inc Toronto, Ontario, Canada $3.44B AUM 125.26% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Nokomis Capital Dallas, Texas $349M AUM 75.66% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

PFCS

Pale Fire Capital SE Prague, Czech Republic $1.14B AUM 42.87% 1-Year Est. Return

ORP

Orion Resource Partners New York $219M AUM 133.06% 1-Year Est. Return

Trek Financial Scottsdale, Arizona $1.88B AUM 41.21% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

EAM

Eschler Asset Management London, United Kingdom $100M AUM 83.94% 1-Year Est. Return

Condire Management's IAUX Position: Q1 2026 in Review

Condire Management increased its i-80 Gold Corp (IAUX) stake by 2.3% in Q1 2026, buying an estimated $3.18M and bringing the position to 82,103,559 shares worth $125M. The position accounts for 12.06% of the portfolio, ranked #2.

Condire Management first reported a position in IAUX in Q2 2025 and has held it in 4 quarters since. 193 funds tracked by Wall St. Rank hold IAUX as of Q1 2026.

Condire Management held 82,103,559 shares of i-80 Gold Corp worth $125M as of Q1 2026.
Condire Management bought 1,862,001 i-80 Gold Corp shares in Q1 2026, an estimated $3.18M.
i-80 Gold Corp made up 12.06% of Condire Management's portfolio in Q1 2026, its #2 holding.
Condire Management first reported a position in i-80 Gold Corp in Q2 2025 and has held it in 4 quarters since.
193 funds tracked by Wall St. Rank held i-80 Gold Corp as of Q1 2026.

Based on Condire Management's 13F filing for Q1 2026, filed 15 May 2026.