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VanEck Merk Gold Trust
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Overview Fund Activity

115 hedge funds and large institutions have $284M invested in VanEck Merk Gold Trust in 2022 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 33 increasing their positions, 32 reducing their positions, and 14 closing their positions.

Holders
115
Holders Change
+3
Holders Change %
+2.68%
% of All Funds
1.86%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
18
Increased
33
Reduced
32
Closed
14
Calls
$994K
Puts
$2K
Net Calls
+$992K
Net Calls Change
+$992K

Top Buyers

1
EPAM
1
Euro Pacific Asset Management
Puerto Rico
$5.24M
2
MCC
2
Money Concepts Capital
Florida
$4.19M
3
FTUS
3
Flow Traders U.S.
New York
$2.19M
4
CAN
4
Cetera Advisor Networks
California
$4.3M
5
SIC
5
Samalin Investment Counsel
New York
$3.08M

Top Sellers

1
OPS
1
Orion Portfolio Solutions
Nebraska
$0
2
BCI
2
Brinker Capital Investments
Pennsylvania
$0
3
Jane Street
3
Jane Street
New York
$0
4
MI
4
Merk Investments
California
$315K
5
Renaissance Technologies
5
Renaissance Technologies
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
IWM
51
IHT Wealth Management
Illinois
$536K -$34.5K -1,950 -6%
LWM
52
Lyell Wealth Management
California
$511K – – –
DIA
53
Dana Investment Advisors
Wisconsin
$449K -$33.7K -1,905 -7%
Carson Wealth (CWM LLC)
54
Carson Wealth (CWM LLC)
Nebraska
$416K -$162K -9,150 -28%
PPP
55
Private Portfolio Partners
New Jersey
$398K -$2.74K -155 -0.7%
PA
56
Procyon Advisors
Connecticut
$397K – – –
WPC
57
White Pine Capital
Minnesota
$392K – – –
SRC
58
Shufro Rose & Co
New York
$390K +$318 +18 +0.1%
Envestnet Asset Management
59
Envestnet Asset Management
Illinois
$382K +$117K +6,636 +44%
AWE
60
Avidian Wealth Enterprises
Texas
$338K – – –
WT
61
Whittier Trust
California
$337K – – –
MI
62
Merk Investments
California
$315K -$5.17M -292,089 -94%
LDFR
63
Lehman & Derafelo Financial Resources
Pennsylvania
$315K – – –
Mariner
64
Mariner
Kansas
$312K – – –
Truist Financial
65
Truist Financial
North Carolina
$291K -$2.53K -143 -0.9%
ARS
66
Adirondack Retirement Specialists
New York
$276K – – –
Janney Montgomery Scott
67
Janney Montgomery Scott
Pennsylvania
$276K – – –
PCP
68
Proficio Capital Partners
Massachusetts
$276K – – –
VC
69
Veracity Capital
Georgia
$268K +$16.4K +926 +7%
SNB
70
Security National Bank
Nebraska
$259K – – –
RDFA
71
Ritter Daniher Financial Advisory
Ohio
$241K – – –
SMC
72
Smith, Moore & Co
Missouri
$238K -$8.85K -500 -4%
SPAS
73
Spectrum Planning & Advisory Services
California
$228K +$228K +12,901 New
TDC
74
Thompson Davis & Co
Virginia
$228K -$124K -7,000 -35%
LNC
75
Lincoln National Corp
Pennsylvania
$216K -$3.54K -200 -2%
1 2
3
4 5