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VanEck Merk Gold Trust

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.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 12

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

7% more capital invested

Capital invested by funds: $315M → $337M (+$21.9M)

3% more funds holding

Funds holding: 121125 (+4)

9% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 33

0.23% less ownership

Funds ownership: 47%46.76% (-0.23%)

12% less call options, than puts

Call options by funds: $134K | Put options by funds: $153K

Holders
125
Holders Change
+4
Holders Change %
+3.31%
% of All Funds
1.96%
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
Name Holding Trade Value Shares
Change
Change in
Stake
PP
26
PDS Planning
Ohio
$3.12M
FFM
27
Forum Financial Management
Illinois
$2.98M
CWA
28
Capital Wealth Alliance
Arizona
$2.85M -$10.9K -570 -0.4%
AAS
29
Ameritas Advisory Services
Nebraska
$2.21M +$338K +17,644 +17%
PMG
30
ProVise Management Group
Florida
$2.16M +$1.63M +85,110 +273%
Bank of Montreal
31
Bank of Montreal
Ontario, Canada
$1.99M +$2.05M +106,884 New
HF
32
HRT Financial
New York
$1.88M +$18.9K +987 +1%
SMG
33
Smart Money Group
Texas
$1.84M +$70.3K +3,670 +4%
SIAP
34
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.78M +$194K +10,100 +12%
NC
35
NewSquare Capital
Pennsylvania
$1.74M
SWP
36
Stratos Wealth Partners
Ohio
$1.63M +$70.9K +3,700 +4%
AWM
37
AE Wealth Management
Kansas
$1.63M +$68.7K +3,585 +4%
PWM
38
Perigon Wealth Management
California
$1.48M +$1.28M +66,810 +513%
OC
39
Oppenheimer & Co
New York
$1.37M -$160K -8,348 -10%
UB
40
UMB Bank
Missouri
$1.3M
SPC
41
Sigma Planning Corp
Michigan
$1.22M -$317K -16,555 -20%
Creative Planning
42
Creative Planning
Kansas
$1.19M -$103K -5,352 -8%
MG
43
Mather Group
Illinois
$1.11M -$359K -18,739 -24%
TWP
44
Tower Wealth Partners
Pennsylvania
$1.06M -$16K -834 -1%
TNAM
45
Terra Nova Asset Management
New York
$1.04M
WA
46
WESPAC Advisors
California
$981K
CHAM
47
Clear Harbor Asset Management
Connecticut
$927K +$19.2K +1,000 +2%
WP
48
WealthSource Partners
California
$904K -$13K -676 -1%
BEAM
49
Baker Ellis Asset Management
Washington
$818K
IGWM
50
ICA Group Wealth Management
Colorado
$771K -$19.8K -1,031 -2%