Merk Investments Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$367.9M
Q ending 2026-03-31
Prior quarter
$360.7M
Q ending 2025-12-31
Change
+2.0% QoQ · +100.5% YoY
Positions
11
reported holdings
Largest positions
All 11 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Americas Gold And Silver Cor | USAS | Shares | $101.2M | 19.4M |
| Orla Mng Ltd New | ORLA | Shares | $100.0M | 6.2M |
| Equinox Gold Corp | EQX | Shares | $70.8M | 4.9M |
| Alamos Gold Inc | AGI | Shares | $20.0M | 450K |
| Metalla Rty & Streaming Ltd | MTA | Shares | $19.9M | 3.0M |
| Agnico Eagle Mines Ltd | AEM | Shares | $16.2M | 80K |
| Versamet Royalties Corp | VMET | Shares | $13.3M | 1.4M |
| B2Gold Corp | BTG | Shares | $9.1M | 2.0M |
| New Found Gold Corp | NFGC | Shares | $8.9M | 4.8M |
| Integra Res Corp | ITRG | Shares | $7.0M | 2.6M |
| Vaneck Merk Gold Etf | OUNZ | Shares | $1.5M | 34K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.