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Merk Investments LLC

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13F filer, CIK 1302842, PALO ALTO, CA

Merk Investments LLC reported $313,535,427 across 11 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-14. Its ten largest share positions make up 99.63% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001420506-26-001784

Period
2026-06-30
Reported value
$314M
Holdings
11
Top 10 weight
99.63%
New
0
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
NFGCadded+11,562,500$17.9M
ORLAadded+800,000$7.83M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
OUNZreduced-4,406-$170K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0001420506-26-001784, largest first. % of portfolio is the value over $313,535,427, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
USASAMERICAS GOLD AND SILVER CORQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,679,000 shares; 2025Q4: 23,429,000 shares; 2026Q1: 19,392,000 shares; 2026Q2: 19,392,000 shares 19,392,000$91.5M29.2%0Timeline
ORLAORLA MNG LTD NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,200,000 shares; 2024Q4: 6,200,000 shares; 2025Q1: 6,200,000 shares; 2025Q2: 6,200,000 shares; 2025Q3: 6,200,000 shares; 2025Q4: 6,200,000 shares; 2026Q1: 6,200,000 shares; 2026Q2: 7,000,000 shares 7,000,000$68.5M21.86%+800,000Timeline
EQXEQUINOX GOLD CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,900,000 shares; 2025Q3: 4,900,000 shares; 2025Q4: 4,900,000 shares; 2026Q1: 4,900,000 shares; 2026Q2: 4,900,000 shares 4,900,000$47.7M15.23%0Timeline
NFGCNEW FOUND GOLD CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,350,000 shares; 2025Q4: 4,750,000 shares; 2026Q1: 4,750,000 shares; 2026Q2: 16,312,500 shares 16,312,500$25.2M8.03%+11,562,500Timeline
MTAMETALLA RTY & STREAMING LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,228,811 shares; 2024Q4: 3,000,000 shares; 2025Q1: 3,000,000 shares; 2025Q2: 3,000,000 shares; 2025Q3: 3,000,000 shares; 2025Q4: 3,000,000 shares; 2026Q1: 3,000,000 shares; 2026Q2: 3,000,000 shares 3,000,000$22.8M7.28%0Timeline
VMETVERSAMET ROYALTIES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,400,000 shares; 2026Q2: 1,400,000 shares 1,400,000$17.2M5.48%0Timeline
AGIALAMOS GOLD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,000,000 shares; 2024Q4: 1,000,000 shares; 2025Q1: 1,000,000 shares; 2025Q2: 1,000,000 shares; 2025Q3: 750,000 shares; 2025Q4: 450,000 shares; 2026Q1: 450,000 shares; 2026Q2: 450,000 shares 450,000$13.7M4.35%0Timeline
AEMAGNICO EAGLE MINES LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 165,000 shares; 2024Q4: 165,000 shares; 2025Q1: 165,000 shares; 2025Q2: 165,000 shares; 2025Q3: 140,000 shares; 2025Q4: 80,000 shares; 2026Q1: 80,000 shares; 2026Q2: 80,000 shares 80,000$12.4M3.96%0Timeline
BTGB2GOLD CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,000,000 shares; 2024Q4: 2,000,000 shares; 2025Q1: 2,000,000 shares; 2025Q2: 2,000,000 shares; 2025Q3: 2,000,000 shares; 2025Q4: 2,000,000 shares; 2026Q1: 2,000,000 shares; 2026Q2: 2,000,000 shares 2,000,000$7.48M2.39%0Timeline
ITRGINTEGRA RES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,524,510 shares; 2024Q4: 5,524,510 shares; 2025Q1: 5,524,510 shares; 2025Q2: 5,524,510 shares; 2025Q3: 3,999,999 shares; 2025Q4: 2,562,526 shares; 2026Q1: 2,562,526 shares; 2026Q2: 2,562,526 shares 2,562,526$5.81M1.85%0Timeline
OUNZVANECK MERK GOLD ETFQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,392 shares; 2024Q4: 19,763 shares; 2025Q1: 12,794 shares; 2025Q2: 19,249 shares; 2025Q3: 26,604 shares; 2025Q4: 22,867 shares; 2026Q1: 34,200 shares; 2026Q2: 29,794 shares 29,794$1.15M0.37%-4,406Timeline

How Q2 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001420506-26-001784 base2026-08-14acceptance time not in the bulk data set

Filings

Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.

FilingSubjectFiledAcceptedIngested
13F-HR 0001420506-26-001784 Quarter ended 2026-06-302026-08-14acceptance time not in the bulk data set
13F-HR 0001420506-26-001171 Quarter ended 2026-03-312026-05-18acceptance time not in the bulk data set
13F-HR 0001420506-26-000380 Quarter ended 2025-12-312026-02-13acceptance time not in the bulk data set
13F-HR 0001420506-25-003403 Quarter ended 2025-09-302025-11-14acceptance time not in the bulk data set
13F-HR 0001420506-25-002137 Quarter ended 2025-06-302025-08-14acceptance time not in the bulk data set
13F-HR 0001420506-25-001314 Quarter ended 2025-03-312025-05-16acceptance time not in the bulk data set
13F-HR 0001420506-25-000622 Quarter ended 2024-12-312025-02-14acceptance time not in the bulk data set
13F-HR 0001420506-24-002495 Quarter ended 2024-09-302024-11-14acceptance time not in the bulk data set
13F-HR 0001420506-24-001567 Quarter ended 2024-06-302024-08-14acceptance time not in the bulk data set
13F-HR 0001420506-24-000829 Quarter ended 2024-03-312024-05-14acceptance time not in the bulk data set
13F-HR 0001420506-24-000400 Quarter ended 2023-12-312024-02-14acceptance time not in the bulk data set
13F-HR 0001420506-23-002185 Quarter ended 2023-09-302023-11-14acceptance time not in the bulk data set
13F-HR 0001420506-23-001567 Quarter ended 2023-06-302023-08-14acceptance time not in the bulk data set
13F-HR 0001420506-23-001177 Quarter ended 2023-03-312023-05-15acceptance time not in the bulk data set
13F-HR 0001420506-23-000464 Quarter ended 2022-12-312023-02-13acceptance time not in the bulk data set
13F-HR 0001420506-22-002209 Quarter ended 2022-09-302022-11-14acceptance time not in the bulk data set
13F-HR 0001420506-22-001787 Quarter ended 2022-06-302022-08-16acceptance time not in the bulk data set
13F-HR 0001420506-22-000818 Quarter ended 2022-03-312022-05-12acceptance time not in the bulk data set
13F-HR 0001420506-22-000169 Quarter ended 2021-12-312022-02-09acceptance time not in the bulk data set
13F-HR 0001420506-21-001645 Quarter ended 2021-09-302021-11-15acceptance time not in the bulk data set
13F-HR 0001420506-21-001177 Quarter ended 2021-06-302021-08-16acceptance time not in the bulk data set
13F-HR/A 0001420506-21-000805 Quarter ended 2021-03-312021-05-20acceptance time not in the bulk data set
13F-HR 0001420506-21-000592 Quarter ended 2021-03-312021-05-13acceptance time not in the bulk data set
13F-HR 0001387131-21-002413 Quarter ended 2020-12-312021-02-16acceptance time not in the bulk data set
13F-HR 0001387131-20-009956 Quarter ended 2020-09-302020-11-16acceptance time not in the bulk data set
13F-HR 0001387131-20-007427 Quarter ended 2020-06-302020-08-14acceptance time not in the bulk data set
13F-HR 0001387131-20-004860 Quarter ended 2020-03-312020-05-15acceptance time not in the bulk data set
13F-HR 0001387131-20-001699 Quarter ended 2019-12-312020-02-14acceptance time not in the bulk data set