We are live on ! Find out more
OUNZ icon

VanEck Merk Gold Trust

57 hedge funds and large institutions have $55.8M invested in VanEck Merk Gold Trust in 2020 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 14 increasing their positions, 6 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 4

133% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 6

65% more capital invested

Capital invested by funds: $33.9M → $55.8M (+$21.9M)

39% more funds holding

Funds holding: 4157 (+16)

3.2% more ownership

Funds ownership: 16%19.21% (+3.2%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
57
Holders Change
+16
Holders Change %
+39.02%
% of All Funds
1.17%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
20
Increased
14
Reduced
6
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
26
Stratos Wealth Partners
Ohio
$492K -$140K -8,350 -23%
TA
27
TCG Advisors
Texas
$427K +$412K +24,585 New
SBSB
28
Sullivan, Bruyette, Speros & Blaney
Virginia
$421K +$54.5K +3,251 +15%
LNC
29
Lincoln National Corp
Pennsylvania
$388K +$7.54K +450 +2%
Carson Wealth (CWM LLC)
30
Carson Wealth (CWM LLC)
Nebraska
$359K
Wolverine Trading
31
Wolverine Trading
Illinois
$352K +$155K +9,283 +84%
UR
32
USCA RIA
Texas
$349K +$1.68K +100 +0.5%
AWE
33
Avidian Wealth Enterprises
Texas
$342K +$330K +19,684 New
SFSG
34
Stearns Financial Services Group
North Carolina
$340K
IWM
35
IHT Wealth Management
Illinois
$314K
WT
36
Whittier Trust
California
$311K
Truist Financial
37
Truist Financial
North Carolina
$287K +$276K +16,500 New
PCP
38
Proficio Capital Partners
Massachusetts
$271K
BEAM
39
Baker Ellis Asset Management
Washington
$261K +$251K +15,000 New
EPAM
40
Euro Pacific Asset Management
Puerto Rico
$243K +$211K +12,600 New
SPIA
41
Steward Partners Investment Advisory
New York
$215K +$98.1K +5,860 +90%
FWM
42
Foresight Wealth Management
Utah
$208K +$200K +11,954 New
AC
43
Alexandria Capital
Virginia
$200K +$9.21K +550 +5%
DC
44
Davenport & Co
Virginia
$198K
RJT
45
Raymond James Trust
Florida
$197K
TYCC
46
Texas Yale Capital Corp
Florida
$174K +$167K +10,000 New
BCWM
47
Bartlett & Co Wealth Management
Ohio
$97.3K
BC
48
Bartlett & Co
Ohio
$97K
MA
49
MUFG Americas
New York
$78K
Wells Fargo
50
Wells Fargo
California
$73K