Eschler Asset Management LLP
CIK 1910874 · Holdings on Dec 31, 2025 · First reported Feb 13, 2026
Top ten holdings
Q4 2025- GDXJ15.47%
- AGI13.68%
- NEM11.88%
- IAUX7.44%
- HL3.26%
- VOO3.22%
- VXUS3.19%
- GOOG3.13%
- BSV2.61%
- META2.42%
Share classes counted separately66.30%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- GDXJWeight increased · +11.37 pp4.10% → 15.47%Shares +144.22K (+258.55%)
- AGIWeight increased · +7.95 pp5.73% → 13.68%Shares +300.00K (+135.37%)
- IAUXWeight increased · +2.13 pp5.31% → 7.44%Shares 0 (0.00%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 29
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | GDXJVANECK JUNIOR GOLD MINERSJUNIOR GOLD MINE View history and evidence | $22.76M | 15.47% | 200.00K shares | 4.10% → 15.47%+11.37 pp +144.22K (+258.55%) | Added | ↗▾ |
| 02 | AGIALAMOS GOLD INC-CLASS ACOM CL A View history and evidence | $20.12M | 13.68% | 521.62K shares | 5.73% → 13.68%+7.95 pp +300.00K (+135.37%) | Added | ↗▾ |
| 03 | NEMNEWMONT CORP View history and evidence | $17.47M | 11.88% | 175.00K shares | 10.94% → 11.88%+0.94 pp 0 (0.00%) | Unchanged | ↗▾ |
| 04 | IAUXI-80 GOLD CORP View history and evidence | $10.95M | 7.44% | 7.50M shares | 5.31% → 7.44%+2.13 pp 0 (0.00%) | Unchanged | ↗▾ |
| 05 | HLHECLA MINING CO View history and evidence | $4.80M | 3.26% | 250.00K shares | Prior unavailable +250.00K | New | ↗▾ |
| 06 | VOOVANGUARD S&P 500 ETFS&P 500 ETF SHS View history and evidence | $4.74M | 3.22% | 7.55K shares | Prior unavailable +7.55K | New | ↗▾ |
| 07 | VXUSVANGUARD TOTAL INTL STOCKVG TL INTL STK F View history and evidence | $4.69M | 3.19% | 62.22K shares | Prior unavailable +62.22K | New | ↗▾ |
| 08 | GOOGALPHABET INC-CL CCAP STK CL C View history and evidence | $4.61M | 3.13% | 14.69K shares | Prior unavailable +14.69K | New | ↗▾ |
| 09 | BSVVANGUARD SHORT-TERM BOND ETFSHORT TRM BOND View history and evidence | $3.84M | 2.61% | 48.68K shares | Prior unavailable +48.68K | New | ↗▾ |
| 10 | METAMETA PLATFORMS INC-CLASS ACL A View history and evidence | $3.56M | 2.42% | 5.40K shares | 3.15% → 2.42%-0.73 pp -388 (-6.71%) | Reduced | ↗▾ |
Options overlay 1
$1.23M notionalPut and Call positions are separate. Notional is based on underlying securities, not option premium, market value or net exposure. Quantities are underlying shares.
| Security | Put / Call | Underlying shares | Notional | Quantity change | |
|---|---|---|---|---|---|
SLVISHARES SILVER TRUSTCALL View history and evidence | Call | 1.00K | $1.23M | +1.00K | ▾ |
1 / 1 options · preview only
Exited positions 34
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| NGDN NEW GOLD INC | Non-derivative | -1,572,076 | -$11.29M | SEC filing ↗ | SEC filing ↗ |
| AU ANGLOGOLD ASHANTI PLC | Non-derivative | -100,000 | -$7.03M | SEC filing ↗ | SEC filing ↗ |
| AEM AGNICO EAGLE MINES LTD | Non-derivative | -25,000 | -$4.21M | SEC filing ↗ | SEC filing ↗ |
3 / 34 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1910874 · Period 2025-12-31
Data loaded 2026-09-23 · First reported 2026-02-13
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 148355838
}Research all 56 reported holdings.
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