US theme · 18 holdings

US Gold Miners

This tracks how US Gold Miners is performing against the S&P 500: the relative-strength read traders use to find themes gaining momentum and the strongest stocks within them. Look for three things: whether it is gaining or losing ground on the index, whether the move is broad or led by a few large names, and which stocks lead on relative strength.

Current read · as at 11 Sept 2026

US Gold Miners is outperforming the S&P 500 and still gaining ground (the leading zone of the rotation chart). It is up 8.1% over the past month and 17.1% year to date. 18 of 18 stocks are above their 50-day average, with broad participation across the theme. On 3-month relative strength, EGO.US, SSRM.US and HMY.US lead the theme.

1D-3.23%
1W-1.20%
1M+8.06%
YTD+17.07%
RS vs S&P 500113.6
RS momentum100.9
QuadrantLeading

Relative strength is measured against S&P 500, centred at 100. Above 100 means it outpaced the benchmark.

Performance charts

Rebased to 100 vs S&P 500

End of day

Equal-weightS&P 500

US Gold Miners vs S&P 500

Rising = outperforming

100 = matches benchmark. Above = outpacing it; below = lagging.

What's underneath the leaders

End of day

Above 50-day MA100%Share of holdings in an uptrend
Effective N18.0 of 18Independent names driving it

Latest-day drivers

  • EGO.US+2.24%+0.12%
  • HMY.US+2.23%+0.12%
  • WPM.US+2.08%+0.12%

Top 3 account for 35% of the total move.

Contribution is each holding's weight times its one-day move.

Emerging leaders (3-month rank)

  • 1EGO.US+12
  • 2SSRM.US-1
  • 3HMY.US+2
  • 4WPM.US+6
  • 5BTG.US+2

Rank 1 = strongest 3-month move. Delta is the rank change; positive means improving.

Breadth and Effective N measure how widely the basket is moving right now — a participation gauge, not a forecast.

Constituents

Weights and contribution to the basket move

AEM.US

Agnico Eagle Mines Limited

Last
$200.36
1D
+1.87%
Weight
5.6%
Contribution
+0.10%

AGI.US

AGI

Last
$35.92
1D
+0.70%
Weight
5.6%
Contribution
+0.04%

AU.US

AngloGold Ashanti plc

Last
$104.42
1D
+0.52%
Weight
5.6%
Contribution
+0.03%

B.US

Barrick Mining Corporation

Last
$43.68
1D
+0.51%
Weight
5.6%
Contribution
+0.03%

BTG.US

B2Gold Corp

Last
$5.38
1D
+0.37%
Weight
5.6%
Contribution
+0.02%

CDE.US

Coeur Mining Inc

Last
$20.58
1D
+1.18%
Weight
5.6%
Contribution
+0.07%

EGO.US

EGO

Last
$43.75
1D
+2.24%
Weight
5.6%
Contribution
+0.12%

FNV.US

Franco-Nevada Corporation

Last
$266.00
1D
+2.05%
Weight
5.6%
Contribution
+0.11%

GFI.US

Gold Fields Ltd ADR

Last
$45.10
1D
-1.27%
Weight
5.6%
Contribution
-0.07%

HMY.US

Harmony Gold Mining Company Limited

Last
$20.64
1D
+2.23%
Weight
5.6%
Contribution
+0.12%

IAG.US

IAMGold Corporation

Last
$20.26
1D
+0.85%
Weight
5.6%
Contribution
+0.05%

KGC.US

Kinross Gold Corporation

Last
$29.13
1D
+0.69%
Weight
5.6%
Contribution
+0.04%

NEM.US

Newmont Goldcorp Corp

Last
$126.81
1D
+0.53%
Weight
5.6%
Contribution
+0.03%

OR.US

OR

Last
$36.03
1D
+0.53%
Weight
5.6%
Contribution
+0.03%

PAAS.US

Pan American Silver Corp.

Last
$50.34
1D
-0.61%
Weight
5.6%
Contribution
-0.03%

RGLD.US

Royal Gold Inc

Last
$252.28
1D
-0.67%
Weight
5.6%
Contribution
-0.04%

SSRM.US

SSR Mining Inc

Last
$36.24
1D
+0.08%
Weight
5.6%
Contribution
+0.00%

WPM.US

Wheaton Precious Metals Corp

Last
$154.12
1D
+2.08%
Weight
5.6%
Contribution
+0.12%

Last price shown at full precision. Contribution is each holding's weight times its one-day move. A dash marks data pending after the latest end-of-day refresh.

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Methodology

Equal weighted. Equal-weighted basket seeded from US-listed gold mining companies, screened nightly from end-of-day data. Active US common stocks only, with a market cap of at least USD 500 million and a 90-day average daily value traded of at least USD 2 million, top 20 by market cap.

End-of-day data, delayed. General information only, not financial advice.

US Gold Miners is a Swingfolio calculation over publicly listed US stocks. S&P 500 is shown as a benchmark comparison only.