We are live on ! Find out more
OUNZ icon

VanEck Merk Gold Trust
OUNZ

28 hedge funds and large institutions have $14M invested in VanEck Merk Gold Trust in 2016 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 7 increasing their positions, 3 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 3

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

17% more funds holding

Funds holding: 24 → 28 (+4)

14.64% less ownership

Funds ownership: 27.06% → 12.42% (-15%)

68% less capital invested

Capital invested by funds: $43.5M → $14M (-$29.5M)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
28
Holders Change
+4
Holders Change %
+16.67%
% of All Funds
0.7%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
8
Increased
7
Reduced
3
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PHS
Pekin Hardy Strauss
Illinois
+$1.28M
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$663K
3
FCH
Freestone Capital Holdings
Washington
+$613K
4
LPL Financial
LPL Financial
California
+$326K
5
HighTower Advisors
HighTower Advisors
Illinois
+$71.3K

Top Sellers

1
AWE
Avidian Wealth Enterprises
Texas
-$26.9M
2
RJA
Raymond James & Associates
Florida
-$865K
3
VF
Virtu Financial
New York
-$608K
4
Creative Planning
Creative Planning
Kansas
-$212K
5
WT
Whittier Trust
California
-$94.9K
Name Holding Trade Value Shares
Change 		Change in
Stake
IA
26
IFP Advisors
Florida
$1K – – –
RJA
27
Raymond James & Associates
Florida
– -$865K -66,260 Closed
VF
28
Virtu Financial
New York
– -$608K -46,618 Closed
Creative Planning
29
Creative Planning
Kansas
– -$212K -16,215 Closed
CFN
30
Cordasco Financial Network
Florida
– -$22K -1,700 Closed
1
2