Merk Investments
Latest statistics and disclosures from Merk Investments's latest quarterly 13F-HR filing:
- Top 5 stock holdings are ORLA, AGI, SSRM, GOLD, AEM, and represent 68.66% of Merk Investments's stock portfolio.
- Added to shares of these 3 stocks: AU (+$5.1M), OUNZ, SCHP.
- Started 1 new stock position in AU.
- Reduced shares in these 4 stocks: AngloGold Ashanti (-$6.9M), ORLA, USAS, ITRG.
- Sold out of its position in AngloGold Ashanti.
- Merk Investments was a net seller of stock by $-4.7M.
- Merk Investments has $89M in assets under management (AUM), dropping by -29.78%.
- Central Index Key (CIK): 0001302842
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Portfolio Holdings for Merk Investments
Merk Investments holds 14 positions in its portfolio as reported in the September 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Orla Mining LTD New F (ORLA) | 24.7 | $22M | -10% | 6.2M | 3.53 |
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| Alamos Gold Com Cl A (AGI) | 12.8 | $11M | 1.0M | 11.29 |
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| Ssr Mining (SSRM) | 12.0 | $11M | 800k | 13.28 |
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| Barrick Gold Corp (GOLD) | 10.7 | $9.5M | 650k | 14.55 |
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| Agnico (AEM) | 8.5 | $7.5M | 165k | 45.45 |
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| Gold Fields Sponsored Adr (GFI) | 7.4 | $6.5M | 600k | 10.86 |
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| B2gold Corp (BTG) | 6.5 | $5.8M | 2.0M | 2.89 |
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| Anglogold Ashanti Com Shs (AU) | 5.8 | $5.1M | NEW | 325k | 15.80 |
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| Skeena Resources Com Npvpost Rev Split Isin Ca83056p7157 Sedo (SKE) | 3.6 | $3.2M | 700k | 4.60 |
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| Integra Res Corp (ITRG) | 3.6 | $3.2M | 3.9M | 0.81 |
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| Sibanye Stillwater Sponsored Adr (SBSW) | 1.9 | $1.7M | 273k | 6.28 |
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| Americas Gold And Silver Cor (USAS) | 1.2 | $1.0M | -37% | 2.9M | 0.36 |
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| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.9 | $754k | 15k | 50.49 |
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| Vaneck Merk Gold Tr Gold Trust (OUNZ) | 0.5 | $400k | +54% | 22k | 17.89 |
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Past Filings by Merk Investments
SEC 13F filings are viewable for Merk Investments going back to 2019
- Merk Investments 2023 Q3 filed Nov. 14, 2023
- Merk Investments 2023 Q2 filed Aug. 14, 2023
- Merk Investments 2023 Q1 filed May 15, 2023
- Merk Investments 2022 Q4 filed Feb. 13, 2023
- Merk Investments 2022 Q3 filed Nov. 14, 2022
- Merk Investments 2022 Q2 filed Aug. 16, 2022
- Merk Investments 2022 Q1 filed May 12, 2022
- Merk Investments 2021 Q4 filed Feb. 9, 2022
- Merk Investments 2021 Q3 filed Nov. 15, 2021
- Merk Investments 2021 Q2 filed Aug. 16, 2021
- Merk Investments 2021 Q1 amended filed May 20, 2021
- Merk Investments 2021 Q1 filed May 13, 2021
- Merk Investments 2020 Q4 filed Feb. 16, 2021
- Merk Investments 2020 Q3 filed Nov. 16, 2020
- Merk Investments 2020 Q2 filed Aug. 14, 2020
- Merk Investments 2020 Q1 filed May 15, 2020