Position in NFGC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$25,121,250
+$15,906,250 QoQ
Shares Held
16,312,500
+243.4% QoQ
Ownership
4.24%
of shares outstanding
% of Portfolio
8.02%
of 13F equity value
Holder Rank
#1
of 86 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NFGC Over Time
Shares Held
Position Value (USD)
Position in Gold
Basic Materials · as of Jun 30, 2026Merk Investments LLC holds $174,822,650 across 6 Gold names. NFGC ranks #3 (14.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | 7,000,000 | $68,530,000 | |||
| 2 | EQX |
Equinox Gold Corp.
|
4,900,000 | $47,628,000 | |
| 3 | NFGC |
New Found Gold Corp.
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|
16,312,500 | $25,121,250 | |
| 4 | AGI |
Alamos Gold Inc
|
450,000 | $13,653,000 | |
| 5 | AEM |
Agnico Eagle Mines Ltd
|
80,000 | $12,410,400 | |
| 6 | BTG |
B2gold Corp
|
2,000,000 | $7,480,000 |
All Filings in NFGC
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $25,121,250 | 16,312,500 | Shares | Sole | 2026-08-14 | |
| 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 filing history on record for this holder in this stock. | ||||||