# Portfolio overlap — PRPFX vs SGGDX

Comparing **Permanent Portfolio** (2026-04-30) and **First Eagle Gold Fund** (2026-01-31).

- Shared positions: 2
- Permanent Portfolio covered by First Eagle Gold Fund: 0.1843085834729318101730642820
- First Eagle Gold Fund covered by Permanent Portfolio: 0.1843085834729318101730642820

## Permanent Portfolio — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| GOLD BULLION | 0.142455 | ✓ |
| SILVER BULLION | 0.056270 | ✓ |
| TEXAS PACIFIC LAND CORP | 0.033601 |  |
| GOLD/US GOLDEN EAGLES | 0.031403 |  |
| GOLD CANADIAN MAPLE LEAF | 0.025089 |  |
| PALANTIR TECHNOLOGIES INC | 0.022179 |  |
| SWITZERLAND CONFEDERATION 0% 06/22/2029 REGS | 0.021995 |  |
| NVIDIA CORP | 0.019887 |  |
| FREEPORT MCMORAN INC | 0.018425 |  |
| SWITZERLAND CONFEDERATION 0.5% 05/27/2030 REGS | 0.017214 |  |
| META PLATFORMS INC CL A | 0.015041 |  |
| US TREASURY N/B | 0.012609 |  |
| US TREASURY N/B | 0.012585 |  |
| US TREASURY N/B | 0.012501 |  |
| US TREASURY N/B | 0.012421 |  |
| US TREASURY N/B | 0.011324 |  |
| SWISS (GOVT) | 0.011210 |  |
| BROADCOM INC | 0.011092 |  |
| Swiss Confederation Government Bond | 0.010211 |  |
| SWITZERLAND CONFEDERATION 0% 06/26/2034 REGS | 0.009108 |  |
| US TREASURY N/B | 0.008672 |  |
| CAMECO CORP | 0.008174 |  |
| US TREASURY N/B | 0.007979 |  |
| CHEVRON CORP | 0.007705 |  |
| US TREASURY N/B | 0.007311 |  |
| SWITZERLAND CONFEDERATION 3.25% 06/27/2027 REGS | 0.007051 |  |
| COSTCO WHOLESALE CORP | 0.006740 |  |
| U.S. Treasury Bills | 0.006639 |  |
| U.S. Treasury Bills | 0.006627 |  |
| U.S. Treasury Bills | 0.006593 |  |
| APPLOVIN CORP | 0.006523 |  |
| EXXON MOBIL CORP | 0.006152 |  |
| PARKER HANNIFIN CORP | 0.006042 |  |
| RIO TINTO PLC SPON ADR | 0.006008 |  |
| Pernod Ricard International Finance LLC | 0.005626 |  |
| ARM HOLDINGS LTD | 0.005589 |  |
| LOCKHEED MARTIN CORP | 0.005162 |  |
| MORGAN STANLEY | 0.005065 |  |
| CONOCOPHILLIPS | 0.005014 |  |
| AMERICAN TOWER CORP | 0.004855 |  |
| UNION PAC CORP | 0.004826 |  |
| BHP Group Ltd. SPONSORED ADS | 0.004741 |  |
| LENNAR CORP | 0.004672 |  |
| FIFTH THIRD BANK | 0.004613 |  |
| FLORIDA POWER & | 0.004423 |  |
| KINDER MORGAN | 0.004389 |  |
| AFFIRM HOLDINGS INC | 0.004270 |  |
| PROLOGIS INC REIT | 0.004246 |  |
| VULCAN MATERIALS | 0.004147 |  |
| DEVON ENERGY CORP | 0.004095 |  |

## First Eagle Gold Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| GOLD BULLION | 0.208729 | ✓ |
| WHEATON PRECIOUS METALS CORP | 0.101721 |  |
| NEWMONT CORP | 0.076402 |  |
| AGNICO EAGLE MINES LTD | 0.067875 |  |
| DPM METALS INC | 0.049094 |  |
| BARRICK MINING CORP | 0.048817 |  |
| KINROSS GOLD CORP | 0.047047 |  |
| FRANCO-NEVADA CORP | 0.046727 |  |
| NORTHERN STAR RE | 0.043709 |  |
| SILVER BULLION | 0.041854 | ✓ |
| G MINING VENTURES CORP | 0.039534 |  |
| ALAMOS GOLD INC A | 0.038229 |  |
| ROYAL GOLD INC | 0.035850 |  |
| Gold Fields Ltd SPONSORED ADR | 0.029528 |  |
| PAN AMER SILVER | 0.028883 |  |
| ANGLOGOLD ASHANTI PLC | 0.023166 |  |
| NOVAGOLD RESOURCES INC | 0.013451 |  |
| ORLA MINING LTD | 0.012146 |  |
| INDUSTRIAS PENOL | 0.011697 |  |
| FRESNILLO PLC | 0.010012 |  |
| ORA BANDA MINING | 0.008594 |  |
| B2GOLD CORPORATION | 0.007902 |  |
| JPMorgan US Government Money Market Fund | 0.003202 |  |
| General Motors Financial Co., Inc. | 0.002475 |  |
| Global Payments, Inc. | 0.001739 |  |
| THE AES CORPORATION | 0.000936 |  |
| PAN AMERICAN SILVER CORP RIGHT | 0.000680 |  |
| FX Forward Contract: CAD/USD SETTLE 2026-03-18 | 0.000000 |  |
| INDIA RUPEE | 0.000000 |  |


## Sources

- N-PORT (fund A) — accession `0001410368-26-068454` (as of 2026-04-30)
  <https://www.sec.gov/Archives/edgar/data/357298/000141036826068454/0001410368-26-068454-index.htm>
- N-PORT (fund B) — accession `0002071691-26-007393` (as of 2026-01-31)
  <https://www.sec.gov/Archives/edgar/data/906352/000207169126007393/0002071691-26-007393-index.htm>

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_Data sourced from U.S. SEC EDGAR filings (Forms N-PORT, N-CEN, and prospectus Risk/Return summaries). FundWatcher is not affiliated with the SEC._

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