Merk Investments
$314M 13F equity value
11 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Merk Investments covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| USAS | AMERICAS GOLD AND SILVER COR | 19,392,000 | $92M | 29.2% |
| ORLA | ORLA MNG LTD NEW | 7,000,000 | $69M | 21.9% |
| EQX | EQUINOX GOLD CORP | 4,900,000 | $48M | 15.2% |
| NFGC | NEW FOUND GOLD CORP | 16,312,500 | $25M | 8.0% |
| MTA | METALLA RTY & STREAMING LTD | 3,000,000 | $23M | 7.3% |
| VMET | VERSAMET ROYALTIES CORP | 1,400,000 | $17M | 5.5% |
| AGI | ALAMOS GOLD INC | 450,000 | $14M | 4.4% |
| AEM | AGNICO EAGLE MINES LTD | 80,000 | $12M | 4.0% |
| BTG | B2GOLD CORP | 2,000,000 | $7M | 2.4% |
| ITRG | INTEGRA RES CORP | 2,562,526 | $6M | 1.9% |
Track Merk Investments's 13F portfolio: $314M in reported holdings, 11 positions. Top holdings and quarterly changes on SentiSense.
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