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VanEck Merk Gold Trust
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Overview Fund Activity

137 hedge funds and large institutions have $456M invested in VanEck Merk Gold Trust in 2024 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 40 increasing their positions, 35 reducing their positions, and 9 closing their positions.

Holders
137
Holders Change
+14
Holders Change %
+11.38%
% of All Funds
1.99%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
27
Increased
40
Reduced
35
Closed
9
Calls
$162K
Puts
$229K
Net Calls
-$67K
Net Calls Change
-$1.06M

Top Buyers

1
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$33.6M
2
WA
2
Wealthstar Advisors
Texas
$9.21M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$16.8M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$15.7M
5
P
5
Pitcairn
Pennsylvania
$33M

Top Sellers

1
SAG
1
SageView Advisory Group
California
$0
2
MCM
2
Morton Capital Management
California
$100M
3
IGWM
3
ICA Group Wealth Management
Colorado
$17.5K
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$4.01M
5
LA
5
Lifeworks Advisors
Michigan
$6.29M
Name Holding Trade Value Shares
Change 		Shares
Change %
DWM
26
Dogwood Wealth Management
Kansas
$3.95M +$280K +12,477 +8%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$3.92M +$368K +16,373 +10%
SIC
28
Samalin Investment Counsel
New York
$3.88M +$38.5K +1,713 +1%
PP
29
PDS Planning
Ohio
$3.77M – – –
FFM
30
Forum Financial Management
Illinois
$3.6M – – –
CWA
31
Capital Wealth Alliance
Arizona
$3.28M -$41.8K -1,859 -1%
SMG
32
Smart Money Group
Texas
$3.03M +$156K +6,604 +5%
GIM
33
Guild Investment Management
California
$3.02M +$2.66M +118,330 +740%
Renaissance Technologies
34
Renaissance Technologies
New York
$2.31M +$871K +38,800 +61%
SWP
35
Stratos Wealth Partners
Ohio
$2.14M +$102K +4,555 +5%
CP
36
Castleview Partners
Texas
$2.04M +$1.06M +47,261 +108%
FA
37
Faithward Advisors
Pennsylvania
$1.78M +$1.78M +79,269 New
OC
38
Oppenheimer & Co
New York
$1.61M +$5.68K +253 +0.4%
UB
39
UMB Bank
Missouri
$1.57M -$22 -1 -0%
EWA
40
EP Wealth Advisors
California
$1.4M – – –
Creative Planning
41
Creative Planning
Kansas
$1.3M +$9.91K +441 +0.8%
TNAM
42
Terra Nova Asset Management
New York
$1.25M – – –
OIA
43
OneDigital Investment Advisors
Kansas
$1.18M +$1.18M +52,506 New
HF
44
HRT Financial
New York
$1.15M +$1.15M +51,205 New
TWP
45
Tower Wealth Partners
Pennsylvania
$1.13M -$96.4K -4,290 -8%
LWM
46
Lyell Wealth Management
California
$1.12M +$403K +17,950 +57%
SNB
47
Security National Bank
Nebraska
$1.11M +$358K +15,944 +48%
WA
48
WESPAC Advisors
California
$1.05M -$139K -6,176 -12%
SPC
49
Sigma Planning Corp
Michigan
$990K -$43.9K -1,955 -4%
WCFA
50
Walkner Condon Financial Advisors
Wisconsin
$965K -$357 -16 -0%
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