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VanEck Merk Gold Trust

78 hedge funds and large institutions have $98.4M invested in VanEck Merk Gold Trust in 2020 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 23 increasing their positions, 9 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 6

156% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 9

76% more capital invested

Capital invested by funds: $55.8M → $98.4M (+$42.6M)

37% more funds holding

Funds holding: 5778 (+21)

5.11% more ownership

Funds ownership: 19.21%24.32% (+5.1%)

20% less call options, than puts

Call options by funds: $4K | Put options by funds: $5K

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
78
Holders Change
+21
Holders Change %
+36.84%
% of All Funds
1.57%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
27
Increased
23
Reduced
9
Closed
6
Calls
$4K
Puts
$5K
Net Calls
-$1K
Net Calls Change
-$1K
Name Holding Trade Value Shares
Change
Change in
Stake
TWM
51
Titus Wealth Management
California
$287K +$292K +15,625 New
SPIA
52
Steward Partners Investment Advisory
New York
$277K +$50.2K +2,688 +22%
BEAM
53
Baker Ellis Asset Management
Washington
$276K
CI
54
Chartist Inc
California
$245K +$117K +6,246 New
AAS
55
Avantax Advisory Services
Texas
$220K +$223K +11,959 New
AC
56
Alexandria Capital
Virginia
$212K
DC
57
Davenport & Co
Virginia
$210K
RJT
58
Raymond James Trust
Florida
$209K
SNB
59
Security National Bank
Nebraska
$206K +$209K +11,188 New
TYCC
60
Texas Yale Capital Corp
Florida
$184K
APA
61
American Portfolios Advisors
New York
$116K +$118K +6,300 New
BC
62
Bartlett & Co
Ohio
$103K
BCWM
63
Bartlett & Co Wealth Management
Ohio
$103K
MA
64
MUFG Americas
New York
$83K
Wells Fargo
65
Wells Fargo
California
$77K
VFA
66
Valeo Financial Advisors
Indiana
$65K
PFO
67
Pathstone Family Office
New Jersey
$55K +$56K +3,000 New
PCTC
68
Perkins Coie Trust Company
Washington
$45K +$45.3K +2,428 New
WTC
69
WhitTier Trust Company
Nevada
$37K
GSWM
70
Golden State Wealth Management
California
$34K +$35K +1,875 New
GWM
71
Geneos Wealth Management
Colorado
$18K -$12.2K -654 -39%
UBS Group
72
UBS Group
Switzerland
$18K
AWMS
73
Advocacy Wealth Management Services
Georgia
$7K
Morgan Stanley
74
Morgan Stanley
New York
$6K +$5.6K +300 New
Bank of America
75
Bank of America
North Carolina
$3K +$2.8K +150 New