Current PM positions PM Positions MFN and AUY are the largest, KBX the tiniest - MFN AUY (shares and calls) GDX (calls) GLD MNEAF GG AZK CDE GRS KBX I think that is all of them :). currently about 50% precious metal miner shares and calls, 20% AAPL 5% small cap pharma, rest in cash