SEC 13F Intelligence

Managers / Q3 2024 · view latest →

Corundum Trust Company, INC

CIK 0001987720 · 401 E. 8TH STREET, SUITE 303, SIOUX FALLS, SD, 57103 · 16058001992

Reported Value
$36M
Q3 2024
Positions
52
Filings on Record
10
2023–present window
Filed
Oct 22, 2024
original filing

Summary

Corundum Trust Company, Inc reported $36M in U.S.-listed holdings across 52 positions for Q3 2024.

Its largest position, 3m Company, represents 15.3% of the portfolio.

Compared with Q2 2024, the fund opened 3 new positions and exited 6.

Portfolio Metrics

Turnover
+6.6%
vs prior filed quarter
Top-10 Concentration
+66.3%
share of reported value
Largest Position
+15.3%
3m Company
New / Exited
3 / 6
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded, with multiple share classes and repeated sub-manager rows for the same issuer combined into one position — the same rule the holdings table uses by default. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q2 ’23: $37MQ2 ’23Q3 ’23: $33MQ2 ’24: $34MQ2 ’24Q3 ’24: $36MQ4 ’24: $33MQ4 ’24Q1 ’25: $35MQ2 ’25: $38MQ2 ’25Q3 ’25: $46MQ4 ’25: $44MQ4 ’25Q1 ’26: $44Mfilingsflow.com

Portfolio Composition

By security type
Other: 40.9%ETP: 36.5%Common Stock: 22.5%
  • Other · 40.9% · $15M
  • ETP · 36.5% · $13M
  • Common Stock · 22.5% · $8M

Quarter-over-Quarter Changes full breakdown →

vs Q2 2024 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
FNVFRANCO-NEVADA CORPORATIONNEW+2.0K2.0K+$248,500$248,500
KGCKINROSS GOLD CORPNEW+10.0K10.0K+$93,600$93,600
FIRST MAJESTIC SILVER CORPNEW+12.0K12.0K+$72,000$72,000
FILO CORP COMSOLD OUT28.9K0$525,935$0
CHALICE MINING LTD ORDINARY SHSOLD OUT150.0K0$138,000$0
FSMFORTUNA MINING CORP COMSOLD OUT15.0K0$73,350$0
SOLARIS RES INC COM NEWSOLD OUT23.0K0$64,170$0
DAKOTA GOLD CORP COMMON STOCKSOLD OUT15.0K0$38,250$0

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q3 2024

52 positions
#IssuerClass% PortfolioValueShares
13M COMPANYCS15.32%$6M40.7K
2IJRISHARES CORE S&P SMALL CAP ETFhistory →CS10.73%$4M33.3K
3DVYISHARES SELECT DIVIDEND ETFhistory →CS7.08%$3M19.0K
4MSFTMICROSOFT CORPhistory →CS6.79%$2M5.7K
5IJKISHARES S&P MID CAP 400 GROWTHhistory →CS5.62%$2M22.2K
6AAPLAPPLE INChistory →CS5.36%$2M8.3K
7IVVISHARES CORE S&P 500 ETFhistory →CS4.70%$2M3.0K
8IJJISHARES S&P MID CAP 400 VALUEhistory →CS4.63%$2M13.6K
9EFAISHARES MSCI EAFE ETFhistory →CS3.16%$1M13.7K
10LLYELI LILLY & COhistory →CS2.94%$1M1.2K
11ALPHABET INC CLASS C CAPITAL SCS2.93%$1M6.4K
12SPDR S&P 500 ETF TRUSTCS2.62%$952,4421.7K
13UNITEDHEALTH GROUP INCCS2.61%$948,3511.6K
14SOLVENTUM CORPORATION COMMON SCS1.94%$704,93910.1K
15OROGEN ROYALTIES INC COMCS1.62%$586,320523.5K
16SKEENA RESOURCES LIMITED NEW CCS1.52%$552,01565.3K
17JPMORGAN CHASE & COCS1.46%$529,6802.5K
18VANGUARD RUSSELL 3000 ETFCS1.32%$479,9441.9K
19SILVERCREST METALS INC COMCS1.26%$457,87549.5K
20WESDOME GOLD MINES LTDCS1.24%$451,20048.0K
21CISCO SYSTEMS INCCS1.15%$416,5537.8K
22MAG SILVER CORPCS1.09%$395,22628.1K
23UNPUNION PACIFIC CORPCS0.94%$340,6351.4K
24AMZNAMAZON.COM INCCS0.89%$321,7921.7K
25TMOTHERMO FISHER SCIENTIFIC INCCS0.85%$309,285500
26BRK/BBERKSHIRE HATHAWAY CLASS BCS0.85%$308,834671
27TARGET CORPCS0.79%$286,3151.8K
28UGIUGI CORPORATIONCS0.78%$284,55211.4K
29GREATLAND GOLDCS0.76%$276,4823.00M
30FNVFRANCO-NEVADA CORPORATIONCS0.68%$248,5002.0K
31MERCK & CO INCCS0.62%$225,0762.0K
32EEMISHARES MSCI EMERGING MARKETSCS0.61%$220,5874.8K
33CCITIGROUP INC COMCS0.57%$207,5193.3K
34NGEX MINERALS LTD COMCS0.56%$201,62825.1K
35NTHN STAR RES LTD NPVCS0.55%$199,24518.5K
36RUPERT RESOURCES LTDCS0.52%$189,86563.5K
37OSISKO GOLD ROYALTIES LTD COMCS0.51%$185,10010.0K
38DEEP YELLOW LIMITED ORDINARY SCS0.41%$150,113162.2K
39VZLAVIZSLA SILVER CORP COM NO PARCS0.32%$115,68060.3K
40EVOLUTION MINING LTD US LISTEDCS0.27%$97,50032.5K
41KGCKINROSS GOLD CORPCS0.26%$93,60010.0K
42SNOWLINE GOLD CORP COMCS0.23%$83,00020.0K
43FIRST MAJESTIC SILVER CORPCS0.20%$72,00012.0K
44DE GREY MINING LTD ORDINARY SHCS0.20%$72,00075.0K
45AURION RESOURCES LTDCS0.19%$70,256156.1K
46I-80 GOLD CORP COMMONCS0.17%$60,32052.0K
47GOGOLD RESOURCES INCCS0.06%$20,99522.5K
48BANYAN GOLD CORP CL ACS0.04%$15,650100.0K
49WLFFFWOLFDEN RES CORP COMCS0.02%$8,335398.8K
50BEMETALS CORP COMCS0.02%$8,194136.6K
51FSVEFFIRESTONE VENTURES INC COM NEWCS0.02%$7,394250.0K
52BARKSDALE RESOURCES CORP COMCS0.02%$6,25050.0K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$44M48Apr 15, 202613F-HRchanges · EDGAR ↗
Q4 2025$44M51Jan 20, 202613F-HRchanges · EDGAR ↗
Q3 2025$46M127Oct 24, 202513F-HRchanges · EDGAR ↗
Q2 2025$38M50Jul 28, 202513F-HRchanges · EDGAR ↗
Q1 2025$35M50Apr 24, 202513F-HRchanges · EDGAR ↗
Q4 2024$33M49Jan 17, 202513F-HRchanges · EDGAR ↗
Q3 2024$36M52Oct 22, 202413F-HRchanges · EDGAR ↗
Q2 2024$34M55Jul 24, 202413F-HRchanges · EDGAR ↗
Q3 2023$33M37Oct 23, 202313F-HRchanges · EDGAR ↗
Q2 2023$37M39Aug 3, 202313F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.