Merk Investments LLC
Merk Investments LLC reported 11 positions worth $313.5M as of June 30, 2026 (13F filed August 14, 2026). Largest holding: USAS (29.2%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | USAS | SH | $91.5M | 29.20% | 19,392,000 | — | — | |
| ▸ 2 | 68634K106 | SH | $68.5M | 21.86% | 7,000,000 | — | — | |
| ▸ 3 | EQX | SH | $47.7M | 15.23% | 4,900,000 | — | — | |
| ▸ 4 | NFGC | SH | $25.2M | 8.03% | 16,312,500 | — | — | |
| ▸ 5 | MTA | SH | $22.8M | 7.28% | 3,000,000 | — | — | |
| ▸ 6 | VMET | SH | $17.2M | 5.48% | 1,400,000 | — | — | |
| ▸ 7 | AGI | SH | $13.7M | 4.35% | 450,000 | — | — | |
| ▸ 8 | AEM | SH | $12.4M | 3.96% | 80,000 | — | — | |
| ▸ 9 | BTG | SH | $7.5M | 2.39% | 2,000,000 | — | — | |
| ▸ 10 | ITRG | SH | $5.8M | 1.85% | 2,562,526 | — | — |
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Frequently Asked Questions
What stocks does Merk Investments LLC hold as of Q2 2026?
Merk Investments LLC reported 11 positions worth $313.5M in its Q2 2026 13F filing. Largest positions: USAS (29.2%), ORLA MNG LTD NEW (21.9%), EQX (15.2%), NFGC (8.0%) and MTA (7.3%).
What did Merk Investments LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Merk Investments LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.