Merk Investments’s Alamos Gold AGI Stock Holding History

Merk Investments’s Portfolio AGI Stock Details AGI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$13.7M	Hold	450,000	–	–	4.35%	7
2026 Q1	$20M	Hold	450,000	–	–	5.43%	4
2025 Q4	$17.4M	Sell	450,000 -300,000	-40%	-$10.5M	4.81%	5
2025 Q3	$26.1M	Sell	750,000 -250,000	-25%	-$7.15M	8.05%	4
2025 Q2	$26.6M	Hold	1,000,000	–	–	10.79%	4
2025 Q1	$26.7M	Hold	1,000,000	–	–	14.58%	3
2024 Q4	$18.4M	Hold	1,000,000	–	–	18.93%	2
2024 Q3	$19.9M	Hold	1,000,000	–	–	18.88%	2
2024 Q2	$15.7M	Hold	1,000,000	–	–	17.49%	2
2024 Q1	$14.8M	Hold	1,000,000	–	–	16.45%	2
2023 Q4	$13.5M	Hold	1,000,000	–	–	14.33%	2
2023 Q3	$11.3M	Hold	1,000,000	–	–	12.75%	2
2023 Q2	$11.9M	Hold	1,000,000	–	–	9.45%	3
2023 Q1	$12.2M	Sell	1,000,000 -150,000	-13%	-$1.63M	10.63%	2
2022 Q4	$11.6M	Sell	1,150,000 -50,000	-4%	-$440K	10.52%	3
2022 Q3	$8.89M	Hold	1,200,000	–	–	8.75%	4
2022 Q2	$84.2M	Hold	1,200,000	–	–	18.99%	3
2022 Q1	$10.1M	Hold	1,200,000	–	–	5.63%	7
2021 Q4	$9.23M	Hold	1,200,000	–	–	6.31%	7
2021 Q3	$8.64M	Hold	1,200,000	–	–	6.54%	7
2021 Q2	$9.18M	Sell	1,200,000 -200,000	-14%	-$1.71M	6%	6
2021 Q1	$10.9M	Hold	1,400,000	–	–	6.84%	7
2020 Q4	$12.3M	Sell	1,400,000 -200,000	-13%	-$1.78M	6.59%	8
2020 Q3	$14.1M	Hold	1,600,000	–	–	8.47%	6
2020 Q2	$15M	Sell	1,600,000 -150,000	-9%	-$1.15M	10.75%	3
2020 Q1	$8.69M	Hold	1,750,000	–	–	8.91%	5
2019 Q4	$13.7M	Buy	+1,750,000	New	+$9.56M	8.9%	5

Other funds holding AGI

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Merk Investments's AGI Position: Q2 2026 in Review

Merk Investments held its Alamos Gold (AGI) position steady in Q2 2026 at 450,000 shares worth $13.7M. The position accounts for 4.35% of the portfolio, ranked #7.

Merk Investments first reported a position in AGI in Q4 2019 and has held it in 27 quarters since. The position peaked at $84.2M in Q2 2022. 473 funds tracked by Wall St. Rank hold AGI as of Q2 2026.

Merk Investments held 450,000 shares of Alamos Gold worth $13.7M as of Q2 2026.
Merk Investments left its Alamos Gold share count unchanged in Q2 2026.
Alamos Gold made up 4.35% of Merk Investments's portfolio in Q2 2026, its #7 holding.
Merk Investments first reported a position in Alamos Gold in Q4 2019 and has held it in 27 quarters since.
Merk Investments's Alamos Gold position peaked at $84.2M in Q2 2022.
473 funds tracked by Wall St. Rank held Alamos Gold as of Q2 2026.

Based on Merk Investments's 13F filing for Q2 2026, filed 14 Aug 2026.