13F HOLDINGS REPORT
Merk Investments LLC
Quarter ended Q4 2023 · Filed November 14, 2023 · Accession 0001420506-23-002185
Total Value
$88.5M
Positions
14
Other Managers
0
Confidential Omitted
No
Holdings (14)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ORLA MNG LTD NEW | 68634K106 | 6,200,000 | $21.9M | 24.75% |
| 2 | ALAMOS GOLD INC NEW | AGI | 1,000,000 | $11.3M | 12.75% |
| 3 | SSR MINING IN | SSRGF | 800,000 | $10.6M | 12.00% |
| 4 | BARRICK GOLD CORP | 067901108 | 650,000 | $9.5M | 10.68% |
| 5 | AGNICO EAGLE MINES LTD | AEM | 165,000 | $7.5M | 8.47% |
| 6 | GOLD FIELDS LTD | GFIOF | 600,000 | $6.5M | 7.36% |
| 7 | B2GOLD CORP | BTG | 2,000,000 | $5.8M | 6.53% |
| 8 | ANGLOGOLD ASHANTI PLC | AU | 325,000 | $5.1M | 5.80% |
| 9 | SKEENA RES LTD NEW | 83056P715 | 700,000 | $3.2M | 3.64% |
| 10 | INTEGRA RES CORP | ITRG | 3,937,472 | $3.2M | 3.61% |
| 11 | SIBANYE STILLWATER LTD | SBYSF | 273,043 | $1.7M | 1.94% |
| 12 | AMERICAS GOLD AND SILVER COR | 03062D100 | 2,897,930 | $1.0M | 1.17% |
| 13 | SCHWAB STRATEGIC TR | 808524870 | 14,941 | $754,371 | 0.85% |
| 14 | VANECK MERK GOLD TR | OUNZ | 22,369 | $400,181 | 0.45% |