Merk Investments LLC
Top Portfolio Positions
11 positions ·
$368,333,545 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| USAS |
Americas Gold & Silver Corp
Basic Materials
|
19,392,000 | $101,226,240 | 27.48% | |
| ORLA |
Orla Mining Ltd.
Basic Materials
|
6,200,000 | $100,006,000 | 27.15% | |
| EQX |
Equinox Gold Corp.
Basic Materials
|
4,900,000 | $70,854,000 | 19.24% | |
| AGI |
Alamos Gold Inc
Basic Materials
|
450,000 | $19,993,500 | 5.43% | |
| MTA |
Metalla Royalty & Streaming Ltd.
Basic Materials
|
3,000,000 | $19,890,000 | 5.40% | |
| AEM |
Agnico Eagle Mines Ltd
Basic Materials
|
80,000 | $16,238,400 | 4.41% | |
| VMET |
Versamet Royalties Corp
Basic Materials
|
1,400,000 | $13,314,000 | 3.61% | |
| NFGC |
New Found Gold Corp.
Basic Materials
|
4,750,000 | $9,215,000 | 2.50% | |
| BTG |
B2gold Corp
Basic Materials
|
2,000,000 | $9,060,000 | 2.46% | |
| ITRG |
Integra Resources Corp.
Basic Materials
|
2,562,526 | $6,995,695 | 1.90% |
Portfolio Trend
25 quarters · across all stocks
Holdings in NFGC
Shares Held
Position Value (USD)
3 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,215,000 | 4,750,000 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $14,107,500 | 4,750,000 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $5,569,500 | 2,350,000 | Shares | Sole | 2025-11-14 | |
| No 13F history on record for this holder in this stock. | ||||||