MERK HARD CURRENCY FUND
FORUM FUNDS

Portfolio moves

Net position changes between two of this fund's N-PORT snapshots. These are differences between point-in-time reports — not a trade log — and share counts can be affected by splits and other corporate actions.

Jun 30, 2022 → Sep 30, 2022

Expand a category to see the positions behind it, ranked by weight.

Security Shares Jun 2022 Shares Sep 2022 Δ shares End % Δ value
Commonwealth of Australia 0 7,600,000 7,600,000 11.28% $4.92M
Norway Treasury Bill 0 46,000,000 46,000,000 9.48% $4.14M
Canadian Treasury Bill 0 2,500,000 2,500,000 4.13% $1.80M
PROVINCE OF ALBERTA CANADA 0 2,400,000 2,400,000 3.93% $1.72M
United States Treasury Bill 0 1,700,000 1,700,000 3.89% $1.70M
Province of Manitoba Canada 0 1,000,000 1,000,000 1.64% $717.07K
Treasury Corp. of Victoria 0 1,000,000 1,000,000 1.42% $621.20K
Security Shares Jun 2022 Shares Sep 2022 Δ shares End % Δ value
Norway Treasury Bill 46,000,000 0 -46,000,000 0.00% -$4.63M
U.S. Treasury Bills 3,000,000 0 -3,000,000 0.00% -$3.00M
Australia Government Bond 3,900,000 0 -3,900,000 0.00% -$2.70M
Province of Alberta Canada 3,000,000 0 -3,000,000 0.00% -$2.33M
Canadian Treasury Bill 2,900,000 0 -2,900,000 0.00% -$2.25M
Queensland Treasury Corp. 3,200,000 0 -3,200,000 0.00% -$2.21M
Province of New Brunswick Canada 2,700,000 0 -2,700,000 0.00% -$2.09M
VanEck Merk Gold ETF 21,300 0 -21,300 0.00% -$373.39K
Security Shares Jun 2022 Shares Sep 2022 Δ shares End % Δ value
US ULTRA BOND CBT Sep25 2 5 3 11.57% $783.12K
MSILF-TR SEC-INS 195,759 4,827,495 4,631,736 11.06% $4.63M
Security Shares Jun 2022 Shares Sep 2022 Δ shares End % Δ value
New Zealand Government Bond 8,200,000 4,200,000 -4,000,000 5.43% -$2.84M
PROVINCE OF SASKATCHEWAN CANADA 2,900,000 2,500,000 -400,000 4.09% -$461.69K
Security Shares Jun 2022 Shares Sep 2022 Δ shares End % Δ value
Kommuninvest I Sverige AB 49,000,000 49,000,000 0 10.07% -$371.57K
Republic of Austria Government Bond 2,000,000 2,000,000 0 4.46% -$145.30K
European Financial Stability Facility 1,900,000 1,900,000 0 4.27% -$151.10K
Province of British Columbia Canada 2,500,000 2,500,000 0 4.14% -$136.61K
New South Wales Treasury Corp. 1,700,000 1,700,000 0 2.50% -$95.87K
Treasury Corp. of Victoria 1,700,000 1,700,000 0 2.49% -$98.60K
Kreditanstalt fuer Wiederaufbau 10,000,000 10,000,000 0 2.08% -$98.82K
Kreditanstalt fuer Wiederaufbau 10,000,000 10,000,000 0 2.05% -$98.15K

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