Merk Investments LLC 13F Holdings
CIK 0001302842 · PALO ALTO, CA
As of Sep 30, 2025, Merk Investments LLC reported 11 positions worth $324.9M in its SEC Form 13F filing.
Top 11 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| AMERICAS GOLD AND SILVER COR | USAS | Basic Materials | 25,679,000 | $95.5M | 29.40% |
| ORLA MINING LTD | ORLA | Basic Materials | 6,200,000 | $67.0M | 20.61% |
| EQUINOX GOLD CORP | EQX | Basic Materials | 4,900,000 | $54.9M | 16.89% |
| ALAMOS GOLD INC | AGI | Basic Materials | 750,000 | $26.1M | 8.05% |
| AGNICO EAGLE MINES LTD | AEM | Basic Materials | 140,000 | $23.6M | 7.26% |
| METALLA RTY & STREAMING LTD | MTA | Basic Materials | 3,000,000 |