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VanEck Merk Gold Trust
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Overview Fund Activity

126 hedge funds and large institutions have $335M invested in VanEck Merk Gold Trust in 2023 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 45 increasing their positions, 28 reducing their positions, and 13 closing their positions.

Holders
126
Holders Change
+1
Holders Change %
+0.8%
% of All Funds
2.01%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.08%
New
15
Increased
45
Reduced
28
Closed
13
Calls
$538K
Puts
$25K
Net Calls
+$513K
Net Calls Change
+$532K

Top Buyers

1
Jane Street
1
Jane Street
New York
$16.3M
2
FTUS
2
Flow Traders U.S.
New York
$3.67M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$5.5M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$5.81M
5
GBWM
5
Granite Bay Wealth Management
New Hampshire
$2.29M

Top Sellers

1
IWM
1
IHT Wealth Management
Illinois
$4.2M
2
FS
2
Ferguson Shapiro
Georgia
$0
3
SWM
3
SFG Wealth Management
Maryland
$1.64M
4
VanEck Associates
4
VanEck Associates
New York
$16.6M
5
SIAP
5
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
FFM
26
Forum Financial Management
Illinois
$2.86M 160,123 – –
CWA
27
Capital Wealth Alliance
Arizona
$2.63M 147,155 -5,829 -4%
AAS
28
Ameritas Advisory Services
Nebraska
$2.43M 128,898 +10,152 +9%
GBWM
29
Granite Bay Wealth Management
New Hampshire
$2.29M 122,976 +122,976 New
PMG
30
ProVise Management Group
Florida
$2.26M 126,333 +10,002 +9%
SOS
31
Silver Oak Securities
Tennessee
$2.25M 125,941 -75,023 -37%
WEG
32
World Equity Group
Illinois
$2.07M 115,953 +115,953 New
SMG
33
Smart Money Group
Texas
$1.86M 104,191 +5,120 +5%
SWM
34
SFG Wealth Management
Maryland
$1.64M 91,887 -103,232 -53%
SWP
35
Stratos Wealth Partners
Ohio
$1.64M 91,606 +3,981 +5%
AWM
36
AE Wealth Management
Kansas
$1.56M 87,144 -251 -0.3%
OC
37
Oppenheimer & Co
New York
$1.48M 82,530 +8,640 +12%
UB
38
UMB Bank
Missouri
$1.25M 69,969 – –
Comerica Bank
39
Comerica Bank
Texas
$1.09M 60,916 +60,916 New
MG
40
Mather Group
Illinois
$1.04M 58,096 -1,366 -2%
TNAM
41
Terra Nova Asset Management
New York
$1.04M 55,695 – –
Creative Planning
42
Creative Planning
Kansas
$1.02M 57,060 -6,759 -11%
HF
43
HRT Financial
New York
$1.02M 56,909 -44,253 -44%
TWP
44
Tower Wealth Partners
Pennsylvania
$998K 55,807 -1,278 -2%
SPC
45
Sigma Planning Corp
Michigan
$975K 54,475 -11,208 -17%
CHAM
46
Clear Harbor Asset Management
Connecticut
$963K 53,835 +4,000 +8%
WA
47
WESPAC Advisors
California
$943K 52,737 – –
WP
48
WealthSource Partners
California
$892K 49,868 +1,248 +3%
IGWM
49
ICA Group Wealth Management
Colorado
$848K 47,390 +5,923 +14%
WCFA
50
Walkner Condon Financial Advisors
Wisconsin
$789K 44,080 +3,558 +9%
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