We are live on ! Find out more
OUNZ icon

VanEck Merk Gold Trust

115 hedge funds and large institutions have $284M invested in VanEck Merk Gold Trust in 2022 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 33 increasing their positions, 32 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

49,600% more call options, than puts

Call options by funds: $994K | Put options by funds: $2K

29% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 14

3% more funds holding

Funds holding: 112115 (+3)

3% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 32

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

16.61% less ownership

Funds ownership: 63.82%47.21% (-17%)

25% less capital invested

Capital invested by funds: $378M → $284M (-$94.5M)

Holders
115
Holders Change
+3
Holders Change %
+2.68%
% of All Funds
1.85%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
18
Increased
33
Reduced
32
Closed
14
Calls
$994K
Puts
$2K
Net Calls
+$992K
Net Calls Change
+$992K
Name Holding Trade Value Shares
Change
Change in
Stake
SPC
26
Sigma Planning Corp
Michigan
$1.83M -$41.5K -2,473 -2%
SWM
27
SFG Wealth Management
Maryland
$1.77M +$618K +36,828 +58%
MML Investors Services
28
MML Investors Services
Massachusetts
$1.6M -$847K -50,484 -36%
SWP
29
Stratos Wealth Partners
Ohio
$1.56M -$8.88K -529 -0.6%
SIAP
30
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.49M +$4.2K +250 +0.3%
SMG
31
Smart Money Group
Texas
$1.48M +$227K +13,551 +19%
MG
32
Mather Group
Illinois
$1.46M -$5.56K -331 -0.4%
UB
33
UMB Bank
Missouri
$1.24M
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$1.11M +$8.16K +486 +0.8%
OC
35
Oppenheimer & Co
New York
$1.04M -$8.21K -489 -0.8%
TWP
36
Tower Wealth Partners
Pennsylvania
$1.03M +$5.41K +322 +0.6%
Bank of Montreal
37
Bank of Montreal
Ontario, Canada
$1.01M +$957K +57,000 New
Creative Planning
38
Creative Planning
Kansas
$1.01M -$103K -6,139 -10%
TNAM
39
Terra Nova Asset Management
New York
$985K
WP
40
WealthSource Partners
California
$920K -$87.6K -5,220 -9%
HF
41
HRT Financial
New York
$891K +$846K +50,418 New
CHAM
42
Clear Harbor Asset Management
Connecticut
$864K -$43.6K -2,600 -5%
WA
43
WESPAC Advisors
California
$824K +$104K +6,176 +15%
WCFA
44
Walkner Condon Financial Advisors
Wisconsin
$788K +$23.8K +1,420 +3%
BEAM
45
Baker Ellis Asset Management
Washington
$725K -$185K -11,000 -21%
IGWM
46
ICA Group Wealth Management
Colorado
$721K +$284K +16,898 +71%
CB
47
Cadence Bank
Mississippi
$702K +$3.96K +236 +0.6%
Stifel Financial
48
Stifel Financial
Missouri
$629K +$62.2K +3,705 +12%
IAN
49
Integrated Advisors Network
Texas
$626K
CA
50
Cetera Advisors
Colorado
$576K +$369 +22 +0.1%