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VanEck Merk Gold Trust
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Overview Fund Activity

148 hedge funds and large institutions have $527M invested in VanEck Merk Gold Trust in 2024 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 54 increasing their positions, 34 reducing their positions, and 5 closing their positions.

Holders
148
Holders Change
+11
Holders Change %
+8.03%
% of All Funds
2.14%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
19
Increased
54
Reduced
34
Closed
5
Calls
$914K
Puts
$592K
Net Calls
+$322K
Net Calls Change
+$389K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$49.9M
2
SOS
2
Silver Oak Securities
Tennessee
$7.08M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$4.77M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$19.6M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$39.5M

Top Sellers

1
SFC
1
Strategic Financial Concepts
Texas
$252K
2
VanEck Associates
2
VanEck Associates
New York
$21.1M
3
MCM
3
Morton Capital Management
California
$112M
4
IWM
4
IHT Wealth Management
Illinois
$3.44M
5
HF
5
HRT Financial
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$4.54M +$3.99K +157 +0.1%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$4.5M +$65.2K +2,568 +1%
PP
28
PDS Planning
Ohio
$4.26M – – –
FFM
29
Forum Financial Management
Illinois
$4.07M – – –
CWA
30
Capital Wealth Alliance
Arizona
$3.74M +$31.3K +1,232 +0.8%
GIM
31
Guild Investment Management
California
$3.66M +$246K +9,700 +7%
SMG
32
Smart Money Group
Texas
$3.52M +$128K +4,828 +4%
IWM
33
IHT Wealth Management
Illinois
$3.44M -$1.5M -59,067 -30%
SWP
34
Stratos Wealth Partners
Ohio
$2.51M +$96.5K +3,800 +4%
SWM
35
SFG Wealth Management
Maryland
$2.26M +$1.45M +57,152 +180%
CP
36
Castleview Partners
Texas
$2.07M -$235K -9,271 -10%
FA
37
Faithward Advisors
Pennsylvania
$2.04M +$29.5K +1,161 +1%
OC
38
Oppenheimer & Co
New York
$1.8M -$14.6K -576 -0.8%
UB
39
UMB Bank
Missouri
$1.64M -$138K -5,429 -8%
EWA
40
EP Wealth Advisors
California
$1.58M – – –
Creative Planning
41
Creative Planning
Kansas
$1.48M +$9.95K +392 +0.7%
TNAM
42
Terra Nova Asset Management
New York
$1.41M – – –
TWP
43
Tower Wealth Partners
Pennsylvania
$1.29M +$12.6K +495 +1%
SNB
44
Security National Bank
Nebraska
$1.28M +$26.6K +1,047 +2%
WIM
45
Warwick Investment Management
Texas
$1.28M +$956K +37,647 +298%
LWM
46
Lyell Wealth Management
California
$1.26M – – –
GIA
47
Gladstone Institutional Advisory
Florida
$1.19M +$1.19M +46,858 New
WA
48
WESPAC Advisors
California
$1.18M – – –
FFA
49
Farther Finance Advisors
California
$1.18M +$647K +25,463 +121%
OIA
50
OneDigital Investment Advisors
Kansas
$1.15M -$185K -7,283 -14%
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