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VanEck Merk Gold Trust
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Overview Fund Activity

121 hedge funds and large institutions have $315M invested in VanEck Merk Gold Trust in 2023 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 38 increasing their positions, 24 reducing their positions, and 7 closing their positions.

Holders
121
Holders Change
+6
Holders Change %
+5.22%
% of All Funds
1.94%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
15
Increased
38
Reduced
24
Closed
7
Calls
$836K
Puts
$36K
Net Calls
+$800K
Net Calls Change
-$192K

Top Buyers

1
CAN
1
Cetera Advisor Networks
California
$11.5M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$7.1M
3
LPL Financial
3
LPL Financial
California
$29M
4
MML Investors Services
4
MML Investors Services
Massachusetts
$5M
5
RJA
5
Raymond James & Associates
Florida
$4.4M

Top Sellers

1
KAM
1
Knightsbridge Asset Management
California
$885K
2
MCM
2
Morton Capital Management
California
$83.5M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$1.28M
4
FTUS
4
Flow Traders U.S.
New York
$0
5
VanEck Associates
5
VanEck Associates
New York
$24.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
HF
26
HRT Financial
New York
$1.91M +$950K +49,757 +99%
SMG
27
Smart Money Group
Texas
$1.84M +$232K +12,042 +14%
NC
28
NewSquare Capital
Pennsylvania
$1.79M -$576K -30,150 -24%
Renaissance Technologies
29
Renaissance Technologies
New York
$1.7M +$1.7M +88,900 New
SIAP
30
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.63M +$21.5K +1,125 +1%
SWP
31
Stratos Wealth Partners
Ohio
$1.6M -$83.7K -4,383 -5%
AWM
32
AE Wealth Management
Kansas
$1.6M +$1.6M +83,810 New
SPC
33
Sigma Planning Corp
Michigan
$1.57M -$404K -21,169 -20%
OC
34
Oppenheimer & Co
New York
$1.57M +$448K +23,465 +40%
MG
35
Mather Group
Illinois
$1.49M -$80.7K -4,226 -5%
UB
36
UMB Bank
Missouri
$1.34M – – –
Creative Planning
37
Creative Planning
Kansas
$1.32M +$233K +12,201 +21%
Osaic Holdings
38
Osaic Holdings
Arizona
$1.28M -$3.36M -175,778 -72%
TWP
39
Tower Wealth Partners
Pennsylvania
$1.11M -$2.64K -138 -0.2%
TNAM
40
Terra Nova Asset Management
New York
$1.06M – – –
WA
41
WESPAC Advisors
California
$1.01M +$118K +6,176 +13%
WP
42
WealthSource Partners
California
$942K -$51.9K -2,719 -5%
CHAM
43
Clear Harbor Asset Management
Connecticut
$933K – – –
KAM
44
Knightsbridge Asset Management
California
$885K -$6.84M -358,061 -89%
WCFA
45
Walkner Condon Financial Advisors
Wisconsin
$841K -$10.4K -542 -1%
BEAM
46
Baker Ellis Asset Management
Washington
$840K +$57.3K +3,000 +7%
IGWM
47
ICA Group Wealth Management
Colorado
$812K +$33.3K +1,741 +4%
Citadel Advisors
48
Citadel Advisors
Florida
$745K +$745K +39,018 New
IAN
49
Integrated Advisors Network
Texas
$676K – – –
CA
50
Cetera Advisors
Colorado
$625K +$3.42K +179 +0.5%
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