Holders — by stockHoldings — by fund
Merk Investments LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001302842
$313.5M
disclosed book value
11
positions
29.2%
largest position share
Positions, as of 2026-06-30
top 11 of 11 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | USASAMERICAS GOLD AND SILVER COR | 19.4M | $91.5M | 29.2% |
| 2 | ORLA MNG LTD NEW | 7.0M | $68.5M | 21.9% |
| 3 | EQXEQUINOX GOLD CORP | 4.9M | $47.7M | 15.2% |
| 4 | NFGCNEW FOUND GOLD CORP | 16.3M | $25.2M | 8% |
| 5 | MTAMETALLA RTY & STREAMING LTD | 3.0M | $22.8M | 7.3% |
| 6 | VMETVERSAMET ROYALTIES CORP | 1.4M | $17.2M | 5.5% |
| 7 | AGIALAMOS GOLD INC | 450,000 | $13.7M | 4.4% |
| 8 | AEMAGNICO EAGLE MINES LTD | 80,000 | $12.4M | 4% |
| 9 | BTGB2GOLD CORP | 2.0M | $7.5M | 2.4% |
| 10 | ITRGINTEGRA RES CORP | 2.6M | $5.8M | 1.9% |
| 11 | OUNZVANECK MERK GOLD ETF | 29,794 | $1.1M | 0.4% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.