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VanEck Merk Gold Trust
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Overview Fund Activity

123 hedge funds and large institutions have $412M invested in VanEck Merk Gold Trust in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 38 increasing their positions, 28 reducing their positions, and 18 closing their positions.

Holders
123
Holders Change
-6
Holders Change %
-4.65%
% of All Funds
1.78%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.1%
New
15
Increased
38
Reduced
28
Closed
18
Calls
$1.01M
Puts
$13K
Net Calls
+$997K
Net Calls Change
+$1.05M

Top Buyers

1
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$15.8M
2
SAG
2
SageView Advisory Group
California
$4.6M
3
AAS
3
Ameritas Advisory Services
Nebraska
$4.7M
4
LPL Financial
4
LPL Financial
California
$34.2M
5
MCM
5
Morton Capital Management
California
$97.3M

Top Sellers

1
NA
1
NewEdge Advisors
Louisiana
$358K
2
PMG
2
ProVise Management Group
Florida
$0
3
GBWM
3
Granite Bay Wealth Management
New Hampshire
$0
4
Renaissance Technologies
4
Renaissance Technologies
New York
$1.38M
5
SWM
5
SFG Wealth Management
Maryland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Osaic Holdings
26
Osaic Holdings
Arizona
$4.16M +$512K +23,820 +14%
SC
27
Solstein Capital
California
$4.1M +$570K +26,553 +16%
SIC
28
Samalin Investment Counsel
New York
$3.67M +$396K +18,441 +12%
PP
29
PDS Planning
Ohio
$3.6M – – –
DWM
30
Dogwood Wealth Management
Kansas
$3.51M +$401K +18,673 +13%
FFM
31
Forum Financial Management
Illinois
$3.44M – – –
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$3.4M -$52.3K -2,435 -2%
CWA
33
Capital Wealth Alliance
Arizona
$3.17M +$4.83K +225 +0.2%
SMG
34
Smart Money Group
Texas
$2.69M +$358K +16,170 +15%
SWP
35
Stratos Wealth Partners
Ohio
$1.95M -$29K -1,350 -1%
OC
36
Oppenheimer & Co
New York
$1.53M +$54.6K +2,544 +4%
UB
37
UMB Bank
Missouri
$1.5M – – –
Renaissance Technologies
38
Renaissance Technologies
New York
$1.38M -$1.89M -88,000 -58%
EWA
39
EP Wealth Advisors
California
$1.34M – – –
Comerica Bank
40
Comerica Bank
Texas
$1.31M – – –
IGWM
41
ICA Group Wealth Management
Colorado
$1.24M -$90.5K -4,211 -7%
Creative Planning
42
Creative Planning
Kansas
$1.23M +$16.5K +768 +1%
TNAM
43
Terra Nova Asset Management
New York
$1.2M – – –
TWP
44
Tower Wealth Partners
Pennsylvania
$1.17M +$20.7K +965 +2%
CHAM
45
Clear Harbor Asset Management
Connecticut
$1.16M – – –
CFM
46
Crawford Fund Management
Massachusetts
$1.14M – – –
WA
47
WESPAC Advisors
California
$1.13M +$258 +12 +0%
CA
48
Cetera Advisors
Colorado
$1.01M +$305K +14,194 +43%
MG
49
Mather Group
Illinois
$1.01M +$9.8K +491 +1%
SPC
50
Sigma Planning Corp
Michigan
$989K +$610K +28,418 +161%
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