Position in AGI
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$19,993,500
+$2,632,500 QoQ
Shares Held
450,000
0.0% QoQ
Ownership
0.107%
of shares outstanding
% of Portfolio
5.43%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AGI Over Time
Shares Held
Position Value (USD)
Position in Gold
Basic Materials · as of Mar 31, 2026Merk Investments LLC holds $225,366,900 across 6 Gold names. AGI ranks #3 (8.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ORLA |
Orla Mining Ltd.
|
6,200,000 | $100,006,000 | |
| 2 | EQX |
Equinox Gold Corp.
|
4,900,000 | $70,854,000 | |
| 3 | AGI |
Alamos Gold Inc
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|
450,000 | $19,993,500 | |
| 4 | AEM |
Agnico Eagle Mines Ltd
|
80,000 | $16,238,400 | |
| 5 | NFGC |
New Found Gold Corp.
|
4,750,000 | $9,215,000 | |
| 6 | BTG |
B2gold Corp
|
2,000,000 | $9,060,000 |
All Filings in AGI
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $19,993,500 | 450,000 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $17,361,000 | 450,000 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $26,145,000 | 750,000 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $26,560,000 | 1,000,000 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $26,740,000 | 1,000,000 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $18,440,000 | 1,000,000 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $19,940,000 | 1,000,000 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $15,680,000 | 1,000,000 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $14,750,000 | 1,000,000 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $13,470,000 | 1,000,000 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $11,290,000 | 1,000,000 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $11,920,000 | 1,000,000 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $12,230,000 | 1,000,000 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $11,626,500 | 1,150,000 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $8,892,000 | 1,200,000 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $8,424,000 | 1,200,000 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $10,104,000 | 1,200,000 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $9,228,000 | 1,200,000 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $8,640,000 | 1,200,000 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $9,180,000 | 1,200,000 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $10,934,000 | 1,400,000 | Shares | Sole | 2021-05-20 | |
| 2020-12-31 | $12,250,000 | 1,400,000 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $14,096,000 | 1,600,000 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $15,008,000 | 1,600,000 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $8,750,000 | 1,750,000 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||