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VanEck Merk Gold Trust

78 hedge funds and large institutions have $98.4M invested in VanEck Merk Gold Trust in 2020 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 23 increasing their positions, 9 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 6

156% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 9

76% more capital invested

Capital invested by funds: $55.8M → $98.4M (+$42.6M)

37% more funds holding

Funds holding: 5778 (+21)

5.11% more ownership

Funds ownership: 19.21%24.32% (+5.1%)

20% less call options, than puts

Call options by funds: $4K | Put options by funds: $5K

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
78
Holders Change
+21
Holders Change %
+36.84%
% of All Funds
1.57%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
27
Increased
23
Reduced
9
Closed
6
Calls
$4K
Puts
$5K
Net Calls
-$1K
Net Calls Change
-$1K
Name Holding Trade Value Shares
Change
Change in
Stake
MIAN
26
Mariner Independent Advisor Network
Kansas
$943K +$957K +51,284 New
LWM
27
Lionsbridge Wealth Management
Florida
$916K +$930K +49,818 New
OC
28
Oppenheimer & Co
New York
$909K +$83.9K +4,496 +10%
SPC
29
Sigma Planning Corp
Michigan
$890K +$904K +48,417 New
Stifel Financial
30
Stifel Financial
Missouri
$888K +$130K +6,950 +17%
SMC
31
Smith, Moore & Co
Missouri
$752K +$5.69K +305 +0.8%
WA
32
WESPAC Advisors
California
$743K +$9.33K +500 +1%
SWP
33
Stratos Wealth Partners
Ohio
$710K +$192K +10,288 +36%
IWM
34
IHT Wealth Management
Illinois
$653K +$326K +17,448 +97%
CHAM
35
Clear Harbor Asset Management
Connecticut
$614K +$18.7K +1,000 +3%
MML Investors Services
36
MML Investors Services
Massachusetts
$522K +$530K +28,378 New
EPAM
37
Euro Pacific Asset Management
Puerto Rico
$476K +$248K +13,300 +106%
IAA
38
Ironsides Asset Advisors
North Carolina
$428K +$435K +23,300 New
LNC
39
Lincoln National Corp
Pennsylvania
$410K
UR
40
USCA RIA
Texas
$375K +$4.95K +265 +1%
Truist Financial
41
Truist Financial
North Carolina
$372K +$68.7K +3,683 +22%
WT
42
Whittier Trust
California
$366K +$37.3K +2,000 +11%
KAM
43
Knightsbridge Asset Management
California
$366K +$371K +19,880 New
AWE
44
Avidian Wealth Enterprises
Texas
$362K
Bank of New York Mellon
45
Bank of New York Mellon
New York
$360K -$200K -10,700 -35%
SFSG
46
Stearns Financial Services Group
North Carolina
$360K
Carson Wealth (CWM LLC)
47
Carson Wealth (CWM LLC)
Nebraska
$359K
WAS
48
Wealth Advisory Solutions
Indiana
$325K +$329K +17,650 New
SRC
49
Shufro Rose & Co
New York
$315K +$319K +17,110 New
PCP
50
Proficio Capital Partners
Massachusetts
$287K