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VanEck Merk Gold Trust
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Overview Fund Activity

94 hedge funds and large institutions have $252M invested in VanEck Merk Gold Trust in 2021 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 34 increasing their positions, 21 reducing their positions, and 9 closing their positions.

Holders
94
Holders Change
+3
Holders Change %
+3.3%
% of All Funds
1.65%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
14
Increased
34
Reduced
21
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OPS
1
Orion Portfolio Solutions
Nebraska
$59.7M
2
BCI
2
Brinker Capital Investments
Pennsylvania
$59.7M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$4.88M
4
P
4
Pitcairn
Pennsylvania
$18.7M
5
HF
5
HRT Financial
New York
$1.85M

Top Sellers

1
LSAG
1
Lake Street Advisors Group
New Hampshire
$0
2
Creative Planning
2
Creative Planning
Kansas
$1.27M
3
RJA
3
Raymond James & Associates
Florida
$5.5M
4
IWM
4
IHT Wealth Management
Illinois
$373K
5
WI
5
Wintrust Investments
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WT
51
Whittier Trust
California
$325K – – –
FAIM
52
Financial Advocates Investment Management
Washington
$314K +$85.2K +4,984 +37%
Mariner
53
Mariner
Kansas
$306K +$306K +17,880 New
APA
54
American Portfolios Advisors
New York
$298K – – –
PCP
55
Proficio Capital Partners
Massachusetts
$267K – – –
GSWM
56
Golden State Wealth Management
California
$262K -$209K -12,238 -44%
HIP
57
HUB Investment Partners
Texas
$259K -$2.73K -160 -1%
Janney Montgomery Scott
58
Janney Montgomery Scott
Pennsylvania
$259K +$25.6K +1,500 +11%
USCWA
59
U.S. Capital Wealth Advisors
Texas
$258K +$258K +15,100 New
LDFR
60
Lehman & Derafelo Financial Resources
Pennsylvania
$256K +$51.2K +3,000 +25%
SWM
61
Spire Wealth Management
Virginia
$255K – – –
Cambridge Investment Research Advisors
62
Cambridge Investment Research Advisors
Iowa
$246K +$1.71K +100 +0.7%
PPP
63
Private Portfolio Partners
New Jersey
$242K -$118K -6,917 -33%
SMC
64
Smith, Moore & Co
Missouri
$238K -$55.9K -3,275 -19%
RDFA
65
Ritter Daniher Financial Advisory
Ohio
$233K – – –
PIA
66
Perennial Investment Advisors
California
$209K – – –
RJT
67
Raymond James Trust
Florida
$208K -$7.84K -458 -4%
AC
68
Alexandria Capital
Virginia
$207K – – –
LNC
69
Lincoln National Corp
Pennsylvania
$201K +$2.65K +155 +1%
UBS Group
70
UBS Group
Switzerland
$200K +$200K +11,712 New
DC
71
Davenport & Co
Virginia
$195K – – –
SFG
72
Snider Financial Group
Washington
$183K – – –
HPC
73
HM Payson & Co
Maine
$182K – – –
Royal Bank of Canada
74
Royal Bank of Canada
Ontario, Canada
$175K +$90.9K +5,332 +108%
WQ
75
Wealth Quarterback
New Jersey
$148K – – –
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3
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