OUNZ icon

VanEck Merk Gold Trust
OUNZ

Overview Fund Activity

112 hedge funds and large institutions have $400M invested in VanEck Merk Gold Trust in 2022 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 32 increasing their positions, 26 reducing their positions, and 9 closing their positions.

Holders
112
Holders Change
+2
Holders Change %
+1.82%
% of All Funds
1.89%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.15%
New
13
Increased
32
Reduced
26
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VanEck Associates
1
VanEck Associates
New York
$26.5M
2
P
2
Pitcairn
Pennsylvania
$22.3M
3
LPL Financial
3
LPL Financial
California
$16.1M
4
Jane Street
4
Jane Street
New York
$3.37M
5
Ameriprise
5
Ameriprise
Minnesota
$6M

Top Sellers

1
CWM
1
Cadence Wealth Management
Massachusetts
$0
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$2.76M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$6.09M
4
BFG
4
Barber Financial Group
Kansas
$4.26M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$3.62M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
26
SFG Wealth Management
Maryland
$2.45M -$1.43M -81,838 -37%
EPAM
27
Euro Pacific Asset Management
Puerto Rico
$2.27M +$297K +16,948 +15%
SWP
28
Stratos Wealth Partners
Ohio
$1.58M – – –
MG
29
Mather Group
Illinois
$1.57M +$915K +52,197 +139%
AAS
30
Ameritas Advisory Services
Nebraska
$1.5M -$619K -35,310 -29%
SIC
31
Samalin Investment Counsel
New York
$1.41M +$111K +6,325 +9%
SIAP
32
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.38M -$2.13M -121,415 -61%
OC
33
Oppenheimer & Co
New York
$1.29M -$57.2K -3,264 -4%
Creative Planning
34
Creative Planning
Kansas
$1.29M – – –
UB
35
UMB Bank
Missouri
$1.23M +$267K +15,224 +28%
SMG
36
Smart Money Group
Texas
$1.15M +$355K +20,259 +45%
AWS
37
Atria Wealth Solutions
New York
$1.1M -$50.1K -2,860 -4%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$1.03M +$222K +12,686 +28%
TWP
39
Tower Wealth Partners
Pennsylvania
$1.01M -$60.7K -3,464 -6%
MCC
40
Money Concepts Capital
Florida
$1.01M -$914K -52,168 -48%
TNAM
41
Terra Nova Asset Management
New York
$976K +$976K +55,695 New
WP
42
WealthSource Partners
California
$960K -$73.7K -4,204 -7%
BEAM
43
Baker Ellis Asset Management
Washington
$912K +$87.7K +5,000 +11%
CHAM
44
Clear Harbor Asset Management
Connecticut
$902K +$17.5K +1,000 +2%
WA
45
WESPAC Advisors
California
$747K +$38.6K +2,200 +5%
WCFA
46
Walkner Condon Financial Advisors
Wisconsin
$727K +$123K +6,992 +20%
Stifel Financial
47
Stifel Financial
Missouri
$719K -$35.9K -2,050 -5%
CB
48
Cadence Bank
Mississippi
$684K +$684K +39,015 New
IAN
49
Integrated Advisors Network
Texas
$683K +$35.1K +2,000 +5%
Carson Wealth (CWM LLC)
50
Carson Wealth (CWM LLC)
Nebraska
$653K +$30.7K +1,750 +5%
1
2
3 4 5