Institutional Fund
Merk Investments LLC
Palo Alto, CACIK 13028425 filings on record
Portfolio Value
$367.87M
Q1 2026
Holdings
11
Reported positions
New Buys
1
Opened this quarter
QoQ Change
+2.0%
from $360.69M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Americas Gold And Silver Cor27.5%
- Orla Mng Ltd New27.2%
- Equinox Gold Corp19.2%
- Alamos Gold Inc New5.4%
- Metalla Rty & Streaming Ltd5.4%
- Agnico Eagle Mines Ltd4.4%
- Other10.8%
Portfolio Holdings
11 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Americas Gold And Silver Cor | 19.39M | $101.22M | 27.5% | −4.04M | Reduced |
| 2 | Orla Mng Ltd New | 6.20M | $100.01M | 27.2% | 0 | Held |
| 3 | Equinox Gold Corp | 4.90M | $70.76M | 19.2% | 0 | Held |
| 4 | Alamos Gold Inc New | 450.0K | $19.99M | 5.4% | 0 | Held |
| 5 | Metalla Rty & Streaming Ltd | 3.00M | $19.89M | 5.4% | 0 | Held |
| 6 | Agnico Eagle Mines Ltd | 80.0K | $16.24M | 4.4% | 0 | Held |
| 7 | Versamet Royalties Corp | 1.40M | $13.28M | 3.6% | +1.40M | New |
| 8 | B2gold Corp | 2.00M | $9.06M | 2.5% | 0 | Held |
| 9 | New Found Gold Corp | 4.75M | $8.88M | 2.4% | 0 | Held |
| 10 | Integra Res Corp | 2.56M | $6.99M | 1.9% | 0 | Held |
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