Merk Investments LLC
CIK 0001302842 · PALO ALTO, CA · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$313.5M
2026 Q2
Positions
11
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
99.6%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
USAS
AMERICAS GOLD AND SILVER COR
29.2%
68634K106
ORLA MNG LTD NEW
21.9%
EQX
EQUINOX GOLD CORP
15.2%
NFGC
NEW FOUND GOLD CORP
8.0%
MTA
METALLA RTY & STREAMING LTD
7.3%
VMET
VERSAMET ROYALTIES CORP
5.5%
AGI
ALAMOS GOLD INC
4.4%
AEM
AGNICO EAGLE MINES LTD
4.0%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.