Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Merk Investments LLC (CIK 1302842) reported $367.9M across 10 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: USAS ($101.2M, 27.52%), ORLA ($100.0M, 27.18%), EQX ($70.8M, 19.24%), AGI ($20.0M, 5.43%), MTA ($19.9M, 5.41%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | USAS | AMERICAS GOLD AND SILVER COR | $101.2M | 27.52% | 19.4M | Trimmed |
| 2 | ORLA | ORLA MNG LTD NEW | $100.0M | 27.18% | 6.2M | Hold |
| 3 | EQX | EQUINOX GOLD CORP | $70.8M | 19.24% | 4.9M | Hold |
| 4 | AGI | ALAMOS GOLD INC | $20.0M | 5.43% | 450,000 | Hold |
| 5 | MTA | METALLA RTY & STREAMING LTD | $19.9M | 5.41% | 3.0M | Hold |
| 6 | AEM | AGNICO EAGLE MINES LTD | $16.2M | 4.41% | 80,000 | Hold |
| 7 | VERSAMET ROYALTIES CORP | $13.3M | 3.61% | 1.4M | New | |
| 8 | BTG | B2GOLD CORP | $9.1M | 2.46% | 2.0M | Hold |
| 9 | NFGC | NEW FOUND GOLD CORP | $8.9M | 2.41% | 4.8M | Hold |
| 10 | ITRG | INTEGRA RES CORP | $7.0M | 1.90% | 2.6M | Hold |
| 11 | OUNZ | VANECK MERK GOLD ETF | $1.5M | 0.42% | 34,200 | Added |
Source: SEC Form 13F filings · as of 2026-03-31