MERK INVESTMENTS LLC

PrivateCIK: 1302842
Location

PALO ALTO, CA

11
Positions
$313.54M
Total AUM (reported)
57.13M
Total Shares

Allocation by class

TOTAL AUM$313.54M11 positions
COM$167.17M53.3%
COM NEW$131.56M42.0%
COM CL A$13.65M4.4%
GOLD SHS$1.15M0.4%

Portfolio Concentration

Top 366.3%4–1033.3%11–250.4%TOP 1099.6%0%100%
Top 3$207.82M66.3%
4–10$104.56M33.3%
11–25$1.15M0.4%

Top 3 weight

66.3%

Top 10 weight

99.6%

Voting Authority Distribution

Total shares with voting rights: 57.13M

Sole

Full voting authority

57.13M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole11
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings11
Rows:

AMERICAS GOLD AND SILVER COR

SOLE
COM NEW
Shares19.39M
TypeSH
Market value$91.55M
29.20%
Sole
19.39M
Shared
0.00
None
0.00

ORLA MNG LTD NEW

SOLE
COM
Shares7M
TypeSH
Market value$68.53M
21.86%
Sole
7M
Shared
0.00
None
0.00

EQUINOX GOLD CORP

SOLE
COM
Shares4.90M
TypeSH
Market value$47.75M
15.23%
Sole
4.90M
Shared
0.00
None
0.00

NEW FOUND GOLD CORP

SOLE
COM
Shares16.31M
TypeSH
Market value$25.19M
8.03%
Sole
16.31M
Shared
0.00
None
0.00

METALLA RTY & STREAMING LTD

SOLE
COM NEW
Shares3M
TypeSH
Market value$22.83M
7.28%
Sole
3M
Shared
0.00
None
0.00

VERSAMET ROYALTIES CORP

SOLE
COM NEW
Shares1.40M
TypeSH
Market value$17.19M
5.48%
Sole
1.40M
Shared
0.00
None
0.00

ALAMOS GOLD INC

SOLE
COM CL A
Shares450K
TypeSH
Market value$13.65M
4.35%
Sole
450K
Shared
0.00
None
0.00

AGNICO EAGLE MINES LTD

SOLE
COM
Shares80K
TypeSH
Market value$12.41M
3.96%
Sole
80K
Shared
0.00
None
0.00

B2GOLD CORP

SOLE
COM
Shares2M
TypeSH
Market value$7.48M
2.39%
Sole
2M
Shared
0.00
None
0.00

INTEGRA RES CORP

SOLE
COM
Shares2.56M
TypeSH
Market value$5.81M
1.85%
Sole
2.56M
Shared
0.00
None
0.00

VANECK MERK GOLD ETF

SOLE
GOLD SHS
Shares29.79K
TypeSH
Market value$1.15M
0.37%
Sole
29.79K
Shared
0.00
None
0.00