MondegarAI
Merk Investments LLC

Q1 2025 · 13F-HR

Merk Investments LLCholdings as filed

Filed 2025-05-16 · accession 0001420506-25-001314

$183.4M
Reported value
10
Positions
2025-03-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
68634K106ORLAORLA MNG LTD NEW$58.0M31.6%6,200,000CommonSOLE
03062D100SPMEURAMERICAS GOLD AND SILVER COR$38.1M20.7%71,151,028CommonSOLE
011532108AGIALAMOS GOLD INC NEW$26.7M14.6%1,000,000CommonSOLE
008474108AEMAGNICO EAGLE MINES LTD$17.9M9.75%165,000CommonSOLE
38059T106GFIGOLD FIELDS LTD$11.0M6.02%500,000CommonSOLE
G0378L100AUANGLOGOLD ASHANTI PLC$10.2M5.56%275,000CommonSOLE
59124U605MTAMETALLA RTY & STREAMING LTD$8.6M4.68%3,000,000CommonSOLE
45826T509ITRGINTEGRA RES CORP$6.9M3.74%5,524,510CommonSOLE
11777Q209BTGB2GOLD CORP$5.7M3.11%2,000,000CommonSOLE
921078101OUNZVANECK MERK GOLD ETF$385,6110.21%12,794CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.