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VanEck Merk Gold Trust

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.

New
Increased
Maintained
Reduced
Closed

49,600% more call options, than puts

Call options by funds: $994K | Put options by funds: $2K

29% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 14

3% more funds holding

Funds holding: 112115 (+3)

3% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 32

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

16.61% less ownership

Funds ownership: 63.82%47.21% (-17%)

25% less capital invested

Capital invested by funds: $378M → $284M (-$94.5M)

Holders
115
Holders Change
+3
Holders Change %
+2.68%
% of All Funds
1.85%
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
Name Holding Trade Value Shares
Change
Change in
Stake
IWM
51
IHT Wealth Management
Illinois
$536K -$32.7K -1,950 -6%
LWM
52
Lyell Wealth Management
California
$511K
DIA
53
Dana Investment Advisors
Wisconsin
$449K -$32K -1,905 -7%
Carson Wealth (CWM LLC)
54
Carson Wealth (CWM LLC)
Nebraska
$416K -$154K -9,150 -28%
PPP
55
Private Portfolio Partners
New Jersey
$398K -$2.6K -155 -0.7%
PA
56
Procyon Advisors
Connecticut
$397K
WPC
57
White Pine Capital
Minnesota
$392K
SRC
58
Shufro Rose & Co
New York
$390K +$302 +18 +0.1%
Envestnet Asset Management
59
Envestnet Asset Management
Illinois
$382K +$111K +6,636 +44%
AWE
60
Avidian Wealth Enterprises
Texas
$338K
WT
61
Whittier Trust
California
$337K
MI
62
Merk Investments
California
$315K -$4.9M -292,089 -94%
LDFR
63
Lehman & Derafelo Financial Resources
Pennsylvania
$315K
Mariner
64
Mariner
Kansas
$312K
Truist Financial
65
Truist Financial
North Carolina
$291K -$2.4K -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 +$15.5K +926 +7%
SNB
70
Security National Bank
Nebraska
$259K
RDFA
71
Ritter Daniher Financial Advisory
Ohio
$241K
SMC
72
Smith, Moore & Co
Missouri
$238K -$8.39K -500 -4%
SPAS
73
Spectrum Planning & Advisory Services
California
$228K +$217K +12,901 New
TDC
74
Thompson Davis & Co
Virginia
$228K -$117K -7,000 -35%
LNC
75
Lincoln National Corp
Pennsylvania
$216K -$3.36K -200 -2%