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VanEck Merk Gold Trust

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.

New
Increased
Maintained
Reduced
Closed

2,052% more call options, than puts

Call options by funds: $538K | Put options by funds: $25K

61% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 28

15% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 13

1.52% more ownership

Funds ownership: 46.76%48.29% (+1.5%)

1% more funds holding

Funds holding: 125126 (+1)

1% less capital invested

Capital invested by funds: $337M → $335M (-$2.3M)

38% less funds holding in top 10

Funds holding in top 10: 85 (-3)

Holders
126
Holders Change
+1
Holders Change %
+0.8%
% of All Funds
2%
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
Name Holding Trade Value Shares
Change
Change in
Stake
FFM
26
Forum Financial Management
Illinois
$2.86M
CWA
27
Capital Wealth Alliance
Arizona
$2.63M -$109K -5,829 -4%
AAS
28
Ameritas Advisory Services
Nebraska
$2.43M +$189K +10,152 +9%
GBWM
29
Granite Bay Wealth Management
New Hampshire
$2.29M +$2.29M +122,976 New
PMG
30
ProVise Management Group
Florida
$2.26M +$187K +10,002 +9%
SOS
31
Silver Oak Securities
Tennessee
$2.25M -$1.4M -75,023 -37%
WEG
32
World Equity Group
Illinois
$2.07M +$2.16M +115,953 New
SMG
33
Smart Money Group
Texas
$1.86M +$95.5K +5,120 +5%
SWM
34
SFG Wealth Management
Maryland
$1.64M -$1.93M -103,232 -53%
SWP
35
Stratos Wealth Partners
Ohio
$1.64M +$74.3K +3,981 +5%
AWM
36
AE Wealth Management
Kansas
$1.56M -$4.68K -251 -0.3%
OC
37
Oppenheimer & Co
New York
$1.48M +$161K +8,640 +12%
UB
38
UMB Bank
Missouri
$1.25M
Comerica Bank
39
Comerica Bank
Texas
$1.09M +$1.14M +60,916 New
MG
40
Mather Group
Illinois
$1.04M -$25.5K -1,366 -2%
TNAM
41
Terra Nova Asset Management
New York
$1.04M
Creative Planning
42
Creative Planning
Kansas
$1.02M -$126K -6,759 -11%
HF
43
HRT Financial
New York
$1.02M -$825K -44,253 -44%
TWP
44
Tower Wealth Partners
Pennsylvania
$998K -$23.8K -1,278 -2%
SPC
45
Sigma Planning Corp
Michigan
$975K -$209K -11,208 -17%
CHAM
46
Clear Harbor Asset Management
Connecticut
$963K +$74.6K +4,000 +8%
WA
47
WESPAC Advisors
California
$943K
WP
48
WealthSource Partners
California
$892K +$23.3K +1,248 +3%
IGWM
49
ICA Group Wealth Management
Colorado
$848K +$110K +5,923 +14%
WCFA
50
Walkner Condon Financial Advisors
Wisconsin
$789K +$66.4K +3,558 +9%