5 Gold and metals mining Stocks Alan Armstrong Disclosed Owning as of July 21st, 2026

Key points

• Michael McCaul disclosed holding NUE in a range of $50,001 to $100,000, in a filing dated October 16th, 2026.
• Lisa McClain disclosed holding NG in a range of $1,001 to $15,000, in a filing dated October 12th, 2026.
• Gilbert Cisneros disclosed holding WPM in a range of $1,001 to $15,000, in a filing dated September 11th, 2026.

For September 29th, 2026 to October 29th, 2026, the gold and metals mining complex fell -9.2% on GDX and -13.3% on GDXJ while the S&P 500 returned 0.4%, per index price data for the period. Screen OH-01 v1, which captures sector holdings disclosed by a named official in a filing dated within 180 days, returned 11 disclosures, and the point of the exercise is that it tests filings rather than price action, with a benchmark spread of -9.6% and disclosed net flow of $-7.40 million across -558,479 shares.

The backdrop

As of October 29th, 2026, the Department of Labor has the jobless claims four-week average at 197, against 198 previously. The route into mining equities runs through the rate path: a labour market this steady gives the Federal Reserve less reason to cut quickly, real yields stay firm, and firm real yields raise the carrying cost of holding a non-yielding metal, which compresses the multiple investors will pay for the producers and the royalty names levered to it. The industrial side of the screen, the steel and copper names, reads the same print differently, since continued employment supports construction and manufacturing order books even as the precious metals complex derates.

Nucor Corp (NUE)

Nucor appears twice. Michael McCaul filed with the House Clerk on October 16th, 2026 for an August 25th, 2026 transaction held by a spouse, a reporting lag of 52 days, in the $50,001 to $100,000 band, the largest disclosed range in the screen. Alan Armstrong filed with Senate eFD on July 21st, 2026 for a March 27th, 2026 transaction held in his own name, a lag of 116 days, in the $1,001 to $15,000 band. Both are position disclosures by sitting officials rather than corporate insider purchases, and neither carries information about the issuer itself. Against a sector down -9.2% and a benchmark up 0.4%, a steel producer sits on the industrial side of this group and is not driven by the same bullion mechanism as the miners.

Novagold Resources Inc. (NG)

Novagold Resources was disclosed by Lisa McClain in a House Clerk periodic transaction report filed October 12th, 2026, covering a September 14th, 2026 transaction held by a spouse, a reporting lag of 28 days, in the $1,001 to $15,000 band. This is the smallest kind of entry in the screen and a small position relative to the company. The relevance is timing: the transaction date falls just before the measurement window in which GDXJ returned -13.3%, so a reader can check the filing against the developer-stage drawdown rather than against any producer cash flow.

Wheaton Precious Metals Corp (WPM)

Wheaton Precious Metals shows up in two filings. Gilbert Cisneros filed on September 11th, 2026 for an August 26th, 2026 transaction held in his own name, a lag of 16 days and the fastest disclosure in the set, in the $1,001 to $15,000 band. Thomas Kean filed on July 16th, 2026 for a June 4th, 2026 transaction, also self-held, a lag of 42 days, in the same $1,001 to $15,000 band. A streaming and royalty company carries fixed delivery costs, so its margin behaves differently from a producer when the metal price falls, which is the variable to test against the -9.2% sector move and the -9.6% spread to the S&P 500.

Freeport-McMoRan Inc (FCX)

Freeport-McMoRan is the most repeated name here, with three separate disclosures. Ro Khanna filed on September 7th, 2026 for an August 10th, 2026 transaction held in his own name, a lag of 28 days. Alan Armstrong filed on July 21st, 2026 for a March 27th, 2026 transaction, self-held, a lag of 116 days. Josh Gottheimer filed on May 20th, 2026 for an April 15th, 2026 transaction held jointly, a lag of 35 days. All three fall in the $1,001 to $15,000 band. Copper is an employment-and-construction asset more than a monetary one, so the steady claims figure cuts in its favour even while the gold benchmark lagged the index by -9.6%.

Freeport-McMoRan, Inc. Common Stock (FCX)

Freeport-McMoRan is the most repeated name here, with three separate disclosures. Ro Khanna filed on September 7th, 2026 for an August 10th, 2026 transaction held in his own name, a lag of 28 days. Alan Armstrong filed on July 21st, 2026 for a March 27th, 2026 transaction, self-held, a lag of 116 days. Josh Gottheimer filed on May 20th, 2026 for an April 15th, 2026 transaction held jointly, a lag of 35 days. All three fall in the $1,001 to $15,000 band. Copper is an employment-and-construction asset more than a monetary one, so the steady claims figure cuts in its favour even while the gold benchmark lagged the index by -9.6%.

Nucor Corporation Common Stock (NUE)

Nucor appears twice. Michael McCaul filed with the House Clerk on October 16th, 2026 for an August 25th, 2026 transaction held by a spouse, a reporting lag of 52 days, in the $50,001 to $100,000 band, the largest disclosed range in the screen. Alan Armstrong filed with Senate eFD on July 21st, 2026 for a March 27th, 2026 transaction held in his own name, a lag of 116 days, in the $1,001 to $15,000 band. Both are position disclosures by sitting officials rather than corporate insider purchases, and neither carries information about the issuer itself. Against a sector down -9.2% and a benchmark up 0.4%, a steel producer sits on the industrial side of this group and is not driven by the same bullion mechanism as the miners.

Arcelor Mittal NY Registry Shares NEW (MT)

ArcelorMittal was disclosed by Alan Armstrong in a Senate eFD periodic transaction report filed July 21st, 2026, covering a March 30th, 2026 transaction held in his own name, a reporting lag of 113 days, in the $1,001 to $15,000 band. It is one of five entries filed by the same official on the same day, which makes the group a portfolio snapshot rather than a sequence of separate decisions. A European-weighted steel producer responds to tariff policy and order books, not to the bullion price that drove the -13.3% move in the junior miners.

Steel Dynamics, Inc. - Common Stock (STLD)

Steel Dynamics was disclosed by Alan Armstrong on July 21st, 2026 for a March 27th, 2026 transaction held in his own name, a reporting lag of 116 days, in the $1,001 to $15,000 band. Filed alongside the Nucor and ArcelorMittal entries, it extends the same industrial-metals cluster. Readers comparing it to the sector figure of -9.2% should treat the benchmark as a poor proxy, since GDX holds precious metals producers rather than domestic mini-mill operators.

Newmont Corporation (NEM)

Newmont was disclosed by Alan Armstrong on July 21st, 2026 for a March 27th, 2026 transaction held in his own name, a reporting lag of 116 days, in the $1,001 to $15,000 band. It is the one large-cap gold producer in the Senate group and the name most directly exposed to the GDX move of -9.2% over the window. The long lag means the filing describes a position that existed well before the period measured here, which is the limitation to keep in front of any reading of the screen.

Wheaton Precious Metals Corp Common Shares (WPM)

Wheaton Precious Metals shows up in two filings. Gilbert Cisneros filed on September 11th, 2026 for an August 26th, 2026 transaction held in his own name, a lag of 16 days and the fastest disclosure in the set, in the $1,001 to $15,000 band. Thomas Kean filed on July 16th, 2026 for a June 4th, 2026 transaction, also self-held, a lag of 42 days, in the same $1,001 to $15,000 band. A streaming and royalty company carries fixed delivery costs, so its margin behaves differently from a producer when the metal price falls, which is the variable to test against the -9.2% sector move and the -9.6% spread to the S&P 500.

Freeport-McMoRan, Inc. Common Stock (FCX)

Freeport-McMoRan is the most repeated name here, with three separate disclosures. Ro Khanna filed on September 7th, 2026 for an August 10th, 2026 transaction held in his own name, a lag of 28 days. Alan Armstrong filed on July 21st, 2026 for a March 27th, 2026 transaction, self-held, a lag of 116 days. Josh Gottheimer filed on May 20th, 2026 for an April 15th, 2026 transaction held jointly, a lag of 35 days. All three fall in the $1,001 to $15,000 band. Copper is an employment-and-construction asset more than a monetary one, so the steady claims figure cuts in its favour even while the gold benchmark lagged the index by -9.6%.

Members of Congress disclosed owning Nucor Corp as of October 29th, 2026

What would change the view

• A revision or a sharp move in the Jobless Claims 4-Week Average, which printed 197 on October 29th, 2026 against 198 previously, would change the real-yield mechanism this piece rests on.
• A follow-up disclosure from Michael McCaul after the October 16th, 2026 filing, which carried the only $50,001 to $100,000 range in the screen, would show whether that position was built further or closed.

Methodology and sources

Screen. OH-01 v1: Holdings in the sector disclosed by a named official in a filing dated within 180 days.

Data pull. Prices and filings as of October 29th, 2026, covering September 29th, 2026 to October 29th, 2026.

Benchmark. GDX and GDXJ versus the S&P 500, priced on exchange closes over the same dates. Period return is the close on the end date divided by the close on the start date, minus one.

Filing accessions. https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2026/9116378.pdf, https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2026/20035585.pdf, https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2026/20035390.pdf, https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2026/9116328.pdf, https://efdsearch.senate.gov/search/view/ptr/fda235b3-bad7-4637-8fa1-053f354d929c/, https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2026/20035003.pdf, https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2026/20034585.pdf

InsiderBuying.com reports and analyzes public filings. This article does not recommend any security. Methodology.

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