If you're referring to the 13f-hr link I posted, it's all the Puplava Financial Services stocks as of 12/31/07. In about 3 weeks the Q1 holdings should be available (holdings as of 3/31/08).

http://www.secinfo.com/d19eV3.te.htm

http://www.secinfo.com/$/SEC/Filing.asp?T=19eV3.te_1x5

You have to do the legwork yourself to determine which are gold stocks/juniors as there are all kinds of companies in the list, includin energy, uranium, infrastructire etc. Also, you can look at the previous filings to see which stocks are being accumulated and which ones are being sold off or held.

Do you listen to the radio show? Mining companies (juniors usually) are also profiled there often. For example this week was Esperanza & Minera Andes, March1 was Minefinders & Tyhee.

http://financialsense.com/fsn/main.html

Then there's the annual gold show program:

http://www.financialsense.com/Experts/roundtable/2007/1123.html

With the show & the 13f-hr list, you can get a pretty good idea of the portfolio and good companies.