MI
NFGC

Merk Investments’s New Found Gold NFGC Stock Holding History

Merk Investments’s Portfolio NFGC Stock Details NFGC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$25.2M Buy
16,312,500
+11,562,500
+243% +$22.2M 8.03% 4
2026
Q1 		$8.88M Hold
4,750,000
– – 2.41% 9
2025
Q4 		$14.1M Buy
4,750,000
+2,400,000
+102% +$5.89M 3.9% 6
2025
Q3 		$5.59M Buy
+2,350,000
New +$4.13M 1.72% 10

Other funds holding NFGC

SI
Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
GLF
Groupe la Francaise Paris, France $8.31B AUM 37.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $2.25B AUM 44.61% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Merk Investments's NFGC Position: Q2 2026 in Review

Merk Investments increased its New Found Gold (NFGC) stake by 243% in Q2 2026, buying an estimated $22.2M and bringing the position to 16,312,500 shares worth $25.2M. The position accounts for 8.03% of the portfolio, ranked #4.

Merk Investments first reported a position in NFGC in Q3 2025 and has held it in 4 quarters since. 86 funds tracked by Wall St. Rank hold NFGC as of Q2 2026.

  • Merk Investments held 16,312,500 shares of New Found Gold worth $25.2M as of Q2 2026.
  • Merk Investments bought 11,562,500 New Found Gold shares in Q2 2026, an estimated $22.2M.
  • New Found Gold made up 8.03% of Merk Investments's portfolio in Q2 2026, its #4 holding.
  • Merk Investments first reported a position in New Found Gold in Q3 2025 and has held it in 4 quarters since.
  • 86 funds tracked by Wall St. Rank held New Found Gold as of Q2 2026.

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