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VanEck Merk Gold Trust
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Overview Fund Activity

162 hedge funds and large institutions have $593M invested in VanEck Merk Gold Trust in 2024 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 56 increasing their positions, 32 reducing their positions, and 8 closing their positions.

Holders
162
Holders Change
+14
Holders Change %
+9.46%
% of All Funds
2.16%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.12%
New
24
Increased
56
Reduced
32
Closed
8
Calls
$465K
Puts
$137K
Net Calls
+$328K
Net Calls Change
+$6K

Top Buyers

1
NHFG
1
New Harbor Financial Group
Massachusetts
$11.6M
2
FFO
2
Fiduciary Family Office
Florida
$11.6M
3
Jane Street
3
Jane Street
New York
$5.1M
4
MWM
4
Modern Wealth Management
Kansas
$15.9M
5
SA
5
Sanctuary Advisors
Indiana
$4.3M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$44.8M
2
MCM
2
Morton Capital Management
California
$108M
3
IWM
3
IHT Wealth Management
Illinois
$2.44M
4
PHS
4
Pekin Hardy Strauss
Illinois
$8.91M
5
QC
5
Quadrature Capital
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
DWM
26
Dogwood Wealth Management
Kansas
$5.05M +$516K +20,395 +11%
SIC
27
Samalin Investment Counsel
New York
$4.97M +$143K +5,661 +3%
Renaissance Technologies
28
Renaissance Technologies
New York
$4.86M +$98.9K +3,910 +2%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$4.54M +$62.2K +2,458 +1%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$4.44M -$88.9K -3,514 -2%
SA
31
Sanctuary Advisors
Indiana
$4.3M +$4.3M +159,514 New
PP
32
PDS Planning
Ohio
$4.24M – – –
FFM
33
Forum Financial Management
Illinois
$4.05M – – –
SMG
34
Smart Money Group
Texas
$3.87M +$506K +20,003 +15%
CWA
35
Capital Wealth Alliance
Arizona
$3.78M +$54.1K +2,140 +1%
GIM
36
Guild Investment Management
California
$3.58M -$63.3K -2,500 -2%
JPMorgan Chase & Co
37
JPMorgan Chase & Co
New York
$3.51M +$3.51M +138,636 New
PFA
38
Petra Financial Advisors
Colorado
$3.36M +$3.05M +120,462 +987%
ASN
39
Advisory Services Network
Georgia
$3.22M +$2.83M +111,899 +731%
OC
40
Oppenheimer & Co
New York
$3.03M +$1.24M +48,873 +69%
GIA
41
Gladstone Institutional Advisory
Florida
$2.77M +$1.59M +62,758 +134%
IWM
42
IHT Wealth Management
Illinois
$2.44M -$995K -39,339 -29%
FA
43
Faithward Advisors
Pennsylvania
$2.4M +$369K +14,594 +18%
SWP
44
Stratos Wealth Partners
Ohio
$2.35M -$157K -6,225 -6%
SWM
45
SFG Wealth Management
Maryland
$2.08M -$173K -6,821 -8%
CP
46
Castleview Partners
Texas
$2.06M -$37.7K -1,467 -2%
IAA
47
Independent Advisor Alliance
North Carolina
$1.74M +$1.74M +68,809 New
FFA
48
Farther Finance Advisors
California
$1.68M +$510K +20,156 +43%
UB
49
UMB Bank
Missouri
$1.63M – – –
Creative Planning
50
Creative Planning
Kansas
$1.59M +$121K +4,767 +8%
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