OUNZ icon

VanEck Merk Gold Trust
OUNZ

Overview Fund Activity

129 hedge funds and large institutions have $360M invested in VanEck Merk Gold Trust in 2023 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 25 increasing their positions, 41 reducing their positions, and 13 closing their positions.

Holders
129
Holders Change
+3
Holders Change %
+2.38%
% of All Funds
1.89%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
18
Increased
25
Reduced
41
Closed
13
Calls
$392K
Puts
$445K
Net Calls
-$53K
Net Calls Change
-$566K

Top Buyers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$5.93M
2
NA
2
NewEdge Advisors
Louisiana
$5.01M
3
SC
3
Solstein Capital
California
$3.28M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$3.03M
5
SOS
5
Silver Oak Securities
Tennessee
$4.95M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$0
3
FTUS
3
Flow Traders U.S.
New York
$0
4
Osaic Holdings
4
Osaic Holdings
Arizona
$3.39M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$8.14M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$3.21M -$281K -14,061 -8%
FFM
27
Forum Financial Management
Illinois
$3.2M – – –
SIC
28
Samalin Investment Counsel
New York
$3.05M -$760K -38,063 -20%
Renaissance Technologies
29
Renaissance Technologies
New York
$3.03M +$3.03M +152,000 New
CWA
30
Capital Wealth Alliance
Arizona
$2.94M +$7.21K +361 +0.2%
DWM
31
Dogwood Wealth Management
Kansas
$2.89M +$2.89M +144,692 New
PMG
32
ProVise Management Group
Florida
$2.57M +$46K +2,306 +2%
GBWM
33
Granite Bay Wealth Management
New Hampshire
$2.39M +$38.2K +2,000 +2%
SMG
34
Smart Money Group
Texas
$2.1M +$24.4K +1,220 +1%
SWP
35
Stratos Wealth Partners
Ohio
$1.84M +$8.1K +406 +0.4%
SWM
36
SFG Wealth Management
Maryland
$1.76M -$78.2K -3,919 -4%
UB
37
UMB Bank
Missouri
$1.4M – – –
OC
38
Oppenheimer & Co
New York
$1.37M -$275K -13,766 -17%
Morgan Stanley
39
Morgan Stanley
New York
$1.25M +$653K +32,735 +110%
EWA
40
EP Wealth Advisors
California
$1.24M +$838K +42,000 +207%
IGWM
41
ICA Group Wealth Management
Colorado
$1.24M +$291K +14,602 +31%
Comerica Bank
42
Comerica Bank
Texas
$1.22M – – –
Creative Planning
43
Creative Planning
Kansas
$1.13M -$11K -551 -1%
TNAM
44
Terra Nova Asset Management
New York
$1.11M – – –
CHAM
45
Clear Harbor Asset Management
Connecticut
$1.07M – – –
TWP
46
Tower Wealth Partners
Pennsylvania
$1.07M -$45.9K -2,298 -4%
CFM
47
Crawford Fund Management
Massachusetts
$1.06M +$1.06M +52,900 New
WA
48
WESPAC Advisors
California
$1.05M – – –
MG
49
Mather Group
Illinois
$998K -$162K -8,114 -14%
WP
50
WealthSource Partners
California
$994K -$1.42K -71 -0.1%
1
2
3 4 5