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VanEck Merk Gold Trust
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Overview Fund Activity

94 hedge funds and large institutions have $252M invested in VanEck Merk Gold Trust in 2021 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 34 increasing their positions, 21 reducing their positions, and 9 closing their positions.

Holders
94
Holders Change
+3
Holders Change %
+3.3%
% of All Funds
1.65%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
14
Increased
34
Reduced
21
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OPS
1
Orion Portfolio Solutions
Nebraska
$59.7M
2
BCI
2
Brinker Capital Investments
Pennsylvania
$59.7M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$4.88M
4
P
4
Pitcairn
Pennsylvania
$18.7M
5
HF
5
HRT Financial
New York
$1.85M

Top Sellers

1
LSAG
1
Lake Street Advisors Group
New Hampshire
$0
2
Creative Planning
2
Creative Planning
Kansas
$1.27M
3
RJA
3
Raymond James & Associates
Florida
$5.5M
4
IWM
4
IHT Wealth Management
Illinois
$373K
5
WI
5
Wintrust Investments
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
EPAM
26
Euro Pacific Asset Management
Puerto Rico
$1.01M +$228K +13,322 +29%
SIC
27
Samalin Investment Counsel
New York
$978K +$382K +22,355 +64%
CHAM
28
Clear Harbor Asset Management
Connecticut
$977K +$263K +15,414 +37%
IAN
29
Integrated Advisors Network
Texas
$965K -$10.6K -621 -1%
TNAM
30
Terra Nova Asset Management
New York
$942K +$152K +8,910 +19%
MML Investors Services
31
MML Investors Services
Massachusetts
$864K +$27.2K +1,593 +3%
NC
32
NewSquare Capital
Pennsylvania
$802K +$802K +46,920 New
AIC
33
Ameritas Investment Company
Nebraska
$743K +$102K +5,952 +16%
Stifel Financial
34
Stifel Financial
Missouri
$722K -$2.55K -149 -0.4%
OC
35
Oppenheimer & Co
New York
$717K -$39.1K -2,288 -5%
WA
36
WESPAC Advisors
California
$690K +$690K +40,385 New
VanEck Associates
37
VanEck Associates
New York
$614K -$68.2K -3,994 -10%
FTUS
38
Flow Traders U.S.
New York
$612K +$377K +22,058 +161%
FTA
39
Financial & Tax Architects
Missouri
$582K +$582K +34,053 New
LWM
40
Lyell Wealth Management
California
$494K – – –
VC
41
Veracity Capital
Georgia
$481K -$60K -3,513 -11%
PFO
42
Pathstone Family Office
New Jersey
$408K – – –
BEAM
43
Baker Ellis Asset Management
Washington
$394K – – –
SRC
44
Shufro Rose & Co
New York
$380K +$28.7K +1,677 +8%
IWM
45
IHT Wealth Management
Illinois
$373K -$528K -30,903 -59%
WCFA
46
Walkner Condon Financial Advisors
Wisconsin
$361K +$84.9K +4,990 +31%
TWM
47
Titus Wealth Management
California
$356K -$10.8K -630 -3%
WPC
48
White Pine Capital
Minnesota
$343K – – –
Truist Financial
49
Truist Financial
North Carolina
$332K +$2.51K +147 +0.8%
AWE
50
Avidian Wealth Enterprises
Texas
$327K – – –
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