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VanEck Merk Gold Trust

112 hedge funds and large institutions have $378M invested in VanEck Merk Gold Trust in 2022 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 25 increasing their positions, 44 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.55% more ownership

Funds ownership: 62.27%63.82% (+1.5%)

0% more funds holding

Funds holding: 112112 (0)

0% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 7

5% less capital invested

Capital invested by funds: $400M → $378M (-$21.3M)

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

43% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 44

Holders
112
Holders Change
Holders Change %
0%
% of All Funds
1.93%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.12%
New
7
Increased
25
Reduced
44
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAN
26
Cetera Advisor Networks
California
$2.08M +$2.16M +129,156 New
NC
27
NewSquare Capital
Pennsylvania
$1.99M +$1.51M +90,000 +268%
MCC
28
Money Concepts Capital
Florida
$1.72M +$827K +49,388 +86%
SPC
29
Sigma Planning Corp
Michigan
$1.71M -$2.24M -133,888 -56%
RJA
30
Raymond James & Associates
Florida
$1.55M -$3.44M -205,594 -68%
SWP
31
Stratos Wealth Partners
Ohio
$1.43M -$18.8K -1,122 -1%
SIAP
32
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.36M +$88.8K +5,300 +7%
MG
33
Mather Group
Illinois
$1.33M -$118K -7,059 -8%
SIC
34
Samalin Investment Counsel
New York
$1.33M +$36.4K +2,170 +3%
UB
35
UMB Bank
Missouri
$1.13M
SMG
36
Smart Money Group
Texas
$1.13M +$70.1K +4,184 +6%
SWM
37
SFG Wealth Management
Maryland
$1.02M -$1.29M -76,839 -55%
Creative Planning
38
Creative Planning
Kansas
$1.02M -$171K -10,212 -14%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$1M +$59.2K +3,535 +6%
AWS
40
Atria Wealth Solutions
New York
$997K -$13.1K -781 -1%
OC
41
Oppenheimer & Co
New York
$956K -$236K -14,068 -19%
WP
42
WealthSource Partners
California
$923K +$41.2K +2,458 +4%
TWP
43
Tower Wealth Partners
Pennsylvania
$915K -$1K -60 -0.1%
TNAM
44
Terra Nova Asset Management
New York
$898K
BEAM
45
Baker Ellis Asset Management
Washington
$839K
CHAM
46
Clear Harbor Asset Management
Connecticut
$830K
WCFA
47
Walkner Condon Financial Advisors
Wisconsin
$696K +$27.8K +1,662 +4%
WA
48
WESPAC Advisors
California
$651K -$36.9K -2,200 -5%
CB
49
Cadence Bank
Mississippi
$636K +$7.49K +447 +1%
UBS Group
50
UBS Group
Switzerland
$636K +$661K +39,458 New