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Merk Investments LLC

Portfolio Manager
Merk Investments LLC
Performance
+4.15% (2026 Q1)
AUM (13F)
$367.87M
# of Holdings
11
Performance Rank
Allocation (Top 20)
99.99%

Merk Investments LLC Holdings Map

Top 11 Merk Investments LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
USAS
AMERICAS GOLD AND SILVER COR
27.52%19.39M$101.2M
-17.23%(-4.04M)
2025-Q1: 71.15M shares2025-Q2: 71.15M shares2025-Q3: 25.68M shares2025-Q4: 23.43M shares2026-Q1: 19.39M shares
$1.35(+363.02%)
2026-03-31
ORLA
ORLA MNG LTD NEW
27.18%6.20M$100.0M
+0.00%(+0)
2025-Q1: 6.20M shares2025-Q2: 6.20M shares2025-Q3: 6.20M shares2025-Q4: 6.20M shares2026-Q1: 6.20M shares
$4.55(+193.41%)
2026-03-31
EQX
EQUINOX GOLD CORP
19.24%4.90M$70.8M
+0.00%(+0)
2025-Q1: 0 shares2025-Q2: 4.90M shares2025-Q3: 4.90M shares2025-Q4: 4.90M shares2026-Q1: 4.90M shares
$6.31(+109.67%)
2026-03-31
AGI
ALAMOS GOLD INC
5.43%450.0K$20.0M
+0.00%(+0)
2025-Q1: 1.00M shares2025-Q2: 1.00M shares2025-Q3: 750.0K shares2025-Q4: 450.0K shares2026-Q1: 450.0K shares
$5.91(+580.71%)
2026-03-31
MTA
METALLA RTY & STREAMING LTD
5.41%3.00M$19.9M
+0.00%(+0)
2025-Q1: 3.00M shares2025-Q2: 3.00M shares2025-Q3: 3.00M shares2025-Q4: 3.00M shares2026-Q1: 3.00M shares
$2.91(+133.88%)
2026-03-31
AEM
AGNICO EAGLE MINES LTD
4.41%80.0K$16.2M
+0.00%(+0)
2025-Q1: 165.0K shares2025-Q2: 165.0K shares2025-Q3: 140.0K shares2025-Q4: 80.0K shares2026-Q1: 80.0K shares
$57.61(+213.02%)
2026-03-31
VMET
VERSAMET ROYALTIES CORP
3.61%1.40M$13.3Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 1.40M shares
$9.51(+17.46%)
2026-03-31
BTG
B2GOLD CORP
2.46%2.00M$9.1M
+0.00%(+0)
2025-Q1: 2.00M shares2025-Q2: 2.00M shares2025-Q3: 2.00M shares2025-Q4: 2.00M shares2026-Q1: 2.00M shares
$3.62(+35.36%)
2026-03-31
NFGC
NEW FOUND GOLD CORP
2.41%4.75M$8.9M
+0.00%(+0)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 2.35M shares2025-Q4: 4.75M shares2026-Q1: 4.75M shares
$2.29(-11.66%)
2026-03-31
ITRG
INTEGRA RES CORP
1.9%2.56M$7.0M
+0.00%(+0)
2025-Q1: 5.52M shares2025-Q2: 5.52M shares2025-Q3: 4.00M shares2025-Q4: 2.56M shares2026-Q1: 2.56M shares
$1.49(+71.38%)
2026-03-31

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