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VanEck Merk Gold Trust

112 hedge funds and large institutions have $378M invested in VanEck Merk Gold Trust in 2022 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 25 increasing their positions, 44 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.55% more ownership

Funds ownership: 62.27%63.82% (+1.5%)

0% more funds holding

Funds holding: 112112 (0)

0% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 7

5% less capital invested

Capital invested by funds: $400M → $378M (-$21.3M)

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

43% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 44

Holders
112
Holders Change
Holders Change %
0%
% of All Funds
1.93%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.12%
New
7
Increased
25
Reduced
44
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IAN
51
Integrated Advisors Network
Texas
$571K -$59.5K -3,554 -9%
Carson Wealth (CWM LLC)
52
Carson Wealth (CWM LLC)
Nebraska
$527K -$77.6K -4,630 -12%
CA
53
Cetera Advisors
Colorado
$525K +$545K +32,545 New
IWM
54
IHT Wealth Management
Illinois
$521K +$175K +10,425 +48%
Stifel Financial
55
Stifel Financial
Missouri
$513K -$154K -9,182 -22%
LWM
56
Lyell Wealth Management
California
$466K
DIA
57
Dana Investment Advisors
Wisconsin
$440K -$43.3K -2,585 -9%
IGWM
58
ICA Group Wealth Management
Colorado
$385K +$231K +13,806 +137%
TRCT
59
Tower Research Capital (TRC)
New York
$385K +$399K +23,846 New
PPP
60
Private Portfolio Partners
New Jersey
$365K -$7.5K -448 -2%
PA
61
Procyon Advisors
Connecticut
$362K -$110K -6,555 -23%
WPC
62
White Pine Capital
Minnesota
$357K
SRC
63
Shufro Rose & Co
New York
$355K +$9.98K +596 +3%
TDC
64
Thompson Davis & Co
Virginia
$320K -$95.9K -5,725 -22%
AWE
65
Avidian Wealth Enterprises
Texas
$308K
WT
66
Whittier Trust
California
$307K
LDFR
67
Lehman & Derafelo Financial Resources
Pennsylvania
$287K
Mariner
68
Mariner
Kansas
$284K -$92.3K -5,512 -24%
BWFA
69
Baltimore-Washington Financial Advisors
Maryland
$280K
Truist Financial
70
Truist Financial
North Carolina
$267K
PCP
71
Proficio Capital Partners
Massachusetts
$252K
ARS
72
Adirondack Retirement Specialists
New York
$252K +$262K +15,620 New
Janney Montgomery Scott
73
Janney Montgomery Scott
Pennsylvania
$251K
Envestnet Asset Management
74
Envestnet Asset Management
Illinois
$241K -$5.57M -332,660 -96%
SNB
75
Security National Bank
Nebraska
$236K