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VanEck Merk Gold Trust
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40 hedge funds and large institutions have $26.4M invested in VanEck Merk Gold Trust in 2019 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 2 increasing their positions, 11 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 3

42% more capital invested

Capital invested by funds: $18.6M → $26.4M (+$7.84M)

11% more funds holding

Funds holding: 36 → 40 (+4)

2.91% more ownership

Funds ownership: 10.89% → 13.8% (+2.9%)

82% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 11

Holders
40
Holders Change
+4
Holders Change %
+11.11%
% of All Funds
0.79%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.04%
New
9
Increased
2
Reduced
11
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SBSB
Sullivan, Bruyette, Speros & Blaney
Virginia
+$196K
2
UR
USCA RIA
Texas
+$145K
3
ASN
Advisory Services Network
Georgia
+$118K
4
LNC
Lincoln National Corp
Pennsylvania
+$50.8K
5
SPIA
Steward Partners Investment Advisory
New York
+$49.3K

Top Sellers

1
PHS
Pekin Hardy Strauss
Illinois
-$2.12M
2
VF
Virtu Financial
New York
-$1.08M
3
Ameriprise
Ameriprise
Minnesota
-$938K
4
FTUS
Flow Traders U.S.
New York
-$236K
5
WA
WESPAC Advisors
California
-$229K
Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
26
Wells Fargo
California
$62K – – –
TCOV
27
Trust Company of Vermont
Vermont
$59K – – –
RIA
28
Realta Investment Advisors
Delaware
$50K – – –
SPIA
29
Steward Partners Investment Advisory
New York
$50K +$49.3K +3,400 New
VFA
30
Valeo Financial Advisors
Indiana
$40K – – –
LTFS
31
Ladenburg Thalmann Financial Services
Florida
$36K -$16.4K -1,128 -32%
WTC
32
WhitTier Trust Company
Nevada
$30K – – –
Morgan Stanley
33
Morgan Stanley
New York
$16K +$15.5K +1,067 New
GWM
34
Geneos Wealth Management
Colorado
$14K – – –
TRCT
35
Tower Research Capital (TRC)
New York
$7K +$7.25K +500 New
AWMS
36
Advocacy Wealth Management Services
Georgia
$6K – – –
RFM
37
Royal Fund Management
Florida
$3K – – –
Bank of America
38
Bank of America
North Carolina
$3K +$2.9K +200 New
UBS Group
39
UBS Group
Switzerland
$1K -$136K -9,361 -100%
VF
40
Virtu Financial
New York
– -$1.08M -75,259 Closed
Ameriprise
41
Ameriprise
Minnesota
– -$938K -65,012 Closed
FTUS
42
Flow Traders U.S.
New York
– -$236K -16,342 Closed
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