Goehring & Rozencwajg Associates’s Triple Flag Precious Metals TFPM Stock Holding History

Goehring & Rozencwajg Associates’s Portfolio TFPM Stock Details TFPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.09M	Sell	60,271 -7,751	-11%	-$281K	0.11%	42
2025 Q4	$2.26M	Sell	68,022 -32,702	-32%	-$1.02M	0.22%	42
2025 Q3	$2.95M	Buy	100,724 +636	+0.6%	+$16.4K	0.35%	39
2025 Q2	$2.37M	Sell	100,088 -1,768	-2%	-$38.7K	0.36%	39
2025 Q1	$1.96M	Buy	101,856 +2,200	+2%	+$37.6K	0.35%	40
2024 Q4	$1.54M	Sell	99,656 -8,015	-7%	-$133K	0.32%	42
2024 Q3	$1.74M	Buy	107,671 +6,900	+7%	+$110K	0.36%	41
2024 Q2	$1.56M	Buy	100,771 +9,100	+10%	+$145K	0.31%	45
2024 Q1	$1.32M	Buy	91,671 +6,000	+7%	+$77.5K	0.29%	48
2023 Q4	$1.14M	Buy	85,671 +2,470	+3%	+$32.3K	0.28%	47
2023 Q3	$1.09M	Buy	83,201 +2,420	+3%	+$32.4K	0.27%	47
2023 Q2	$1.11M	Buy	80,781 +7,560	+10%	+$114K	0.32%	47
2023 Q1	$1.09M	Buy	+73,221	New	+$998K	0.37%	45

Other funds holding TFPM

EIM

Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Whitebox Advisors Minneapolis, Minnesota $8.12B AUM 15.85% 1-Year Est. Return

DMIC

Dixon Mitchell Investment Counsel Vancouver, British Columbia, Canada $2.88B AUM 18.53% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

Goehring & Rozencwajg Associates's TFPM Position: Q1 2026 in Review

Goehring & Rozencwajg Associates reduced its Triple Flag Precious Metals (TFPM) stake by 11% in Q1 2026, selling an estimated $281K and leaving 60,271 shares worth $2.09M. The position accounts for 0.11% of the portfolio, ranked #42.

Goehring & Rozencwajg Associates first reported a position in TFPM in Q1 2023 and has held it in 13 quarters since. The position peaked at $2.95M in Q3 2025. 230 funds tracked by Wall St. Rank hold TFPM as of Q1 2026.

Goehring & Rozencwajg Associates held 60,271 shares of Triple Flag Precious Metals worth $2.09M as of Q1 2026.
Goehring & Rozencwajg Associates sold 7,751 Triple Flag Precious Metals shares in Q1 2026, an estimated $281K.
Triple Flag Precious Metals made up 0.11% of Goehring & Rozencwajg Associates's portfolio in Q1 2026, its #42 holding.
Goehring & Rozencwajg Associates first reported a position in Triple Flag Precious Metals in Q1 2023 and has held it in 13 quarters since.
Goehring & Rozencwajg Associates's Triple Flag Precious Metals position peaked at $2.95M in Q3 2025.
230 funds tracked by Wall St. Rank held Triple Flag Precious Metals as of Q1 2026.

Based on Goehring & Rozencwajg Associates's 13F filing for Q1 2026, filed 5 May 2026.