§ 13F · FUND PROFILE
Merk Investments LLC.
AUM · $314M (13F)Positions · 11Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | USAS | AMERICAS GOLD AND SILVER COR | 19.39M | $92M | 29.2% | ±0% |
| 2 | ORLA | ORLA MNG LTD NEW | 7.00M | $69M | 21.9% | +13% |
| 3 | EQX | EQUINOX GOLD CORP | 4.90M | $48M | 15.2% | ±0% |
| 4 | NFGC | NEW FOUND GOLD CORP | 16.31M | $25M | 8.0% | +243% |
| 5 | MTA | METALLA RTY & STREAMING LTD | 3.00M | $23M | 7.3% | ±0% |
| 6 | VMET | VERSAMET ROYALTIES CORP | 1.40M | $17M | 5.5% | ±0% |
| 7 | AGI | ALAMOS GOLD INC | 450K | $14M | 4.4% | ±0% |
| 8 | AEM | AGNICO EAGLE MINES LTD | 80K | $12M | 4.0% | ±0% |
| 9 | BTG | B2GOLD CORP | 2.00M | $7M | 2.4% | ±0% |
| 10 | ITRG | INTEGRA RES CORP | 2.56M | $6M | 1.9% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MERK SIGNAL
AC read
Merk Investments LLC is a Other fund managing $314 million in assets. The fund runs a focused portfolio of just 11 positions.
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