SEC 13F Intelligence

Orion Resource Partners LP / IAU

Orion Resource Partners LP’s I-80 Gold Corp Position

Does Orion Resource Partners LP own I-80 Gold Corp (IAU)? Yes — 12.54M shares worth $19M (+8.69% of its 13F portfolio) as of Q1 2026, down from 17.38M shares the prior filed quarter.

Position Value
$19M
Q1 2026
Shares
12.54M
% of Portfolio
+8.69%
Quarters Held
8
currently held

Position History IAU

Reported value by quarter
Q2 ’24: $28MQ2 ’24Q3 ’24: $22MQ3 ’24Q4 ’24: $9MQ4 ’24Q1 ’25: $12MQ1 ’25Q2 ’25: $13MQ2 ’25Q3 ’25: $17MQ3 ’25Q4 ’25: $26MQ4 ’25Q1 ’26: $19MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202612.54M$19M+8.69%
Q4 202517.38M$26M+12.58%
Q3 202517.38M$17M+6.03%
Q2 202520.73M$13M+2.37%
Q1 202520.73M$12M+2.33%
Q4 202418.92M$9M+1.87%
Q3 202418.92M$22M+2.99%
Q2 202425.92M$28M+4.23%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Orion Resource Partners LP’s full portfolio or all institutional holders of IAU.