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VanEck Merk Gold Trust
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Overview Fund Activity

125 hedge funds and large institutions have $337M invested in VanEck Merk Gold Trust in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 36 increasing their positions, 33 reducing their positions, and 12 closing their positions.

Holders
125
Holders Change
+4
Holders Change %
+3.31%
% of All Funds
1.97%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.13%
New
17
Increased
36
Reduced
33
Closed
12
Calls
$134K
Puts
$153K
Net Calls
-$19K
Net Calls Change
-$819K

Top Buyers

1
IWM
1
IHT Wealth Management
Illinois
$11.6M
2
Jane Street
2
Jane Street
New York
$6.59M
3
FS
3
Ferguson Shapiro
Georgia
$4.28M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$1.99M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$3.14M

Top Sellers

1
VanEck Associates
1
VanEck Associates
New York
$19.1M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$0
3
MCC
3
Money Concepts Capital
Florida
$4.62M
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
MCM
5
Morton Capital Management
California
$80.7M
Name Market Value Shares Shares
Change 		Shares
Change %
PP
26
PDS Planning
Ohio
$3.12M 167,778 – –
FFM
27
Forum Financial Management
Illinois
$2.98M 160,123 – –
CWA
28
Capital Wealth Alliance
Arizona
$2.85M 152,984 -570 -0.4%
AAS
29
Ameritas Advisory Services
Nebraska
$2.21M 118,746 +17,644 +17%
PMG
30
ProVise Management Group
Florida
$2.16M 116,331 +85,110 +273%
Bank of Montreal
31
Bank of Montreal
Ontario, Canada
$1.99M 106,884 +106,884 New
HF
32
HRT Financial
New York
$1.88M 101,162 +987 +1%
SMG
33
Smart Money Group
Texas
$1.84M 99,071 +3,670 +4%
SIAP
34
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.78M 95,700 +10,100 +12%
NC
35
NewSquare Capital
Pennsylvania
$1.74M 93,556 – –
SWP
36
Stratos Wealth Partners
Ohio
$1.63M 87,625 +3,700 +4%
AWM
37
AE Wealth Management
Kansas
$1.63M 87,395 +3,585 +4%
PWM
38
Perigon Wealth Management
California
$1.48M 79,828 +66,810 +513%
OC
39
Oppenheimer & Co
New York
$1.37M 73,890 -8,348 -10%
UB
40
UMB Bank
Missouri
$1.3M 69,969 – –
SPC
41
Sigma Planning Corp
Michigan
$1.22M 65,683 -16,555 -20%
Creative Planning
42
Creative Planning
Kansas
$1.19M 63,819 -5,352 -8%
MG
43
Mather Group
Illinois
$1.11M 59,462 -18,739 -24%
TWP
44
Tower Wealth Partners
Pennsylvania
$1.06M 57,085 -834 -1%
TNAM
45
Terra Nova Asset Management
New York
$1.04M 55,695 – –
WA
46
WESPAC Advisors
California
$981K 52,737 – –
CHAM
47
Clear Harbor Asset Management
Connecticut
$927K 49,835 +1,000 +2%
WP
48
WealthSource Partners
California
$904K 48,620 -676 -1%
BEAM
49
Baker Ellis Asset Management
Washington
$818K 44,000 – –
IGWM
50
ICA Group Wealth Management
Colorado
$771K 41,467 -1,031 -2%
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