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CIK: 0001302842
Total reported value
$313.5M
$313.5M
10 檔
48.4%
In Q1 2025, Merk Investments LLC's U.S. equity holdings reached a combined market value of $313.5M, distributed across 10 disclosed stock positions.
In Q1 2025, Merk Investments LLC displayed an active expansion posture, initiating 10 new positions and adding to 0 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including ORLA, SPMEUR, AGI) accounted for 48.4% of total reported equity market value during Q1 2025.
Top New Position Initiated
ORLA
市值: $58.0M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ORLA | Orla Mining LTD | Stock-Other | 31.60% | -5.32% | — | |
| 2 | SPMEUR | Americas Gold And Silver Cor | Stock-Other | 20.75% | — | +2486.34% | |
| 3 | AGI | Alamos Gold Inc-class A | Stock-Materials | 14.58% | -1.08% | — | |
| 4 | AEM | Agnico Eagle Mines LTD | Stock-Materials | 9.75% | -0.45% | — | |
| 5 | GFI | Gold Fields Ltd-spons Adr | Stock-Materials | 6.02% | — | — | |
| 6 | AU | AngloGold Ashanti plc | Stock-Materials | 5.56% | — | — | |
| 7 | MTA | Metalla Royalty & Streaming | Stock-Other | 4.68% | +1.87% | — | |
| 8 | ITRG | Integra Resources CORP | Stock-Other | 3.74% | -0.05% | — | |
| 9 | BTG | B2gold CORP | Stock-Other | 3.11% | -0.07% | — | |
| 10 | OUNZ | Vaneck Merk Gold ETF | ETF-Commodities | 0.21% | -0.05% | -35.26% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ORLA | Orla Mining LTD | — | NEW | New buy |
| 2 | SPMEUR | Americas Gold And Silver Cor | — | NEW | New buy |
| 3 | AGI | Alamos Gold Inc-class A | — | NEW | New buy |
| 4 | AEM | Agnico Eagle Mines LTD | — | NEW | New buy |
| 5 | GFI | Gold Fields Ltd-spons Adr | — | NEW | New buy |
| 6 | AU | AngloGold Ashanti plc | — | NEW | New buy |
| 7 | MTA | Metalla Royalty & Streaming | — | NEW | New buy |
| 8 | ITRG | Integra Resources CORP | — | NEW | New buy |
| 9 | BTG | B2gold CORP | — | NEW | New buy |
| 10 | OUNZ | Vaneck Merk Gold ETF | — | NEW | New buy |
According to official SEC Form 13F filings, Merk Investments LLC reported a total U.S. public equity portfolio value of $313.5M across 10 disclosed positions in Q1 2025.
During Q1 2025, Merk Investments LLC's top holdings by market value included ORLA (31.6%)、SPMEUR (20.8%)、AGI (14.6%). The largest single position, ORLA, represented 31.6% of total portfolio value.
In Q1 2025, Merk Investments LLC made 10 total portfolio adjustments, initiating 10 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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