Merk Investments LLC 13F Holdings · Q2 2026
Merk Investments LLC reported 11 securities worth $313.54M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: USAS (29.20%), ORLA (21.86%), EQX (15.23%). Among its top 25 positions this quarter: 2 added, 1 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | USAS | AMERICAS GOLD AND SILVER COR | $91.5M | 29.20% | 19.4M | Hold |
| 2 | ORLA | ORLA MNG LTD NEW | $68.5M | 21.86% | 7.0M | Added |
| 3 | EQX | EQUINOX GOLD CORP | $47.7M | 15.23% | 4.9M | Hold |
| 4 | NFGC | NEW FOUND GOLD CORP | $25.2M | 8.03% | 16.3M | Added |
| 5 | MTA | METALLA RTY & STREAMING LTD | $22.8M | 7.28% | 3.0M | Hold |
| 6 | VMET | VERSAMET ROYALTIES CORP | $17.2M | 5.48% | 1.4M | Hold |
| 7 | AGI | ALAMOS GOLD INC | $13.7M | 4.35% | 450,000 | Hold |
| 8 | AEM | AGNICO EAGLE MINES LTD | $12.4M | 3.96% | 80,000 | Hold |
| 9 | BTG | B2GOLD CORP | $7.5M | 2.39% | 2.0M | Hold |
| 10 | ITRG | INTEGRA RES CORP | $5.8M | 1.85% | 2.6M | Hold |
| 11 | OUNZ | VANECK MERK GOLD ETF | $1.1M | 0.37% | 29,794 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR