We are live on ! Find out more
OUNZ icon

VanEck Merk Gold Trust

112 hedge funds and large institutions have $400M invested in VanEck Merk Gold Trust in 2022 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 32 increasing their positions, 26 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 9

23% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 26

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

2% more funds holding

Funds holding: 110112 (+2)

1.73% less ownership

Funds ownership: 64%62.27% (-1.7%)

9% less capital invested

Capital invested by funds: $438M → $400M (-$38.9M)

Holders
112
Holders Change
+2
Holders Change %
+1.82%
% of All Funds
1.89%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.15%
New
13
Increased
32
Reduced
26
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FAIM
51
Financial Advocates Investment Management
Washington
$644K +$6.11K +336 +0.9%
NC
52
NewSquare Capital
Pennsylvania
$588K -$449K -24,674 -42%
Renaissance Technologies
53
Renaissance Technologies
New York
$535K +$47.3K +2,600 +9%
DIA
54
Dana Investment Advisors
Wisconsin
$523K +$543K +29,859 New
PA
55
Procyon Advisors
Connecticut
$508K
LWM
56
Lyell Wealth Management
California
$507K
TDC
57
Thompson Davis & Co
Virginia
$448K +$113K +6,225 +32%
Mariner
58
Mariner
Kansas
$406K
PPP
59
Private Portfolio Partners
New Jersey
$405K +$58.1K +3,196 +16%
WPC
60
White Pine Capital
Minnesota
$388K -$9.27K -510 -2%
IWM
61
IHT Wealth Management
Illinois
$383K
SRC
62
Shufro Rose & Co
New York
$376K +$2.6K +143 +0.7%
AWE
63
Avidian Wealth Enterprises
Texas
$335K
WT
64
Whittier Trust
California
$333K
IMC Chicago
65
IMC Chicago
Illinois
$332K +$345K +18,952 New
LDFR
66
Lehman & Derafelo Financial Resources
Pennsylvania
$312K
Truist Financial
67
Truist Financial
North Carolina
$291K -$18.2K -1,000 -6%
BWFA
68
Baltimore-Washington Financial Advisors
Maryland
$280K +$291K +16,000 New
Janney Montgomery Scott
69
Janney Montgomery Scott
Pennsylvania
$275K
PCP
70
Proficio Capital Partners
Massachusetts
$273K
VC
71
Veracity Capital
Georgia
$263K +$4.89K +269 +2%
SNB
72
Security National Bank
Nebraska
$257K +$1.36K +75 +0.5%
APA
73
American Portfolios Advisors
New York
$253K -$909 -50 -0.3%
HIP
74
HUB Investment Partners
Texas
$246K -$12.3K -677 -5%
SMC
75
Smith, Moore & Co
Missouri
$244K