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VanEck Merk Gold Trust
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Overview Fund Activity

121 hedge funds and large institutions have $315M invested in VanEck Merk Gold Trust in 2023 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 38 increasing their positions, 24 reducing their positions, and 7 closing their positions.

Holders
121
Holders Change
+6
Holders Change %
+5.22%
% of All Funds
1.94%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
15
Increased
38
Reduced
24
Closed
7
Calls
$836K
Puts
$36K
Net Calls
+$800K
Net Calls Change
-$192K

Top Buyers

1
CAN
1
Cetera Advisor Networks
California
$11.5M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$7.1M
3
LPL Financial
3
LPL Financial
California
$29M
4
MML Investors Services
4
MML Investors Services
Massachusetts
$5M
5
RJA
5
Raymond James & Associates
Florida
$4.4M

Top Sellers

1
KAM
1
Knightsbridge Asset Management
California
$885K
2
MCM
2
Morton Capital Management
California
$83.5M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$1.28M
4
FTUS
4
Flow Traders U.S.
New York
$0
5
VanEck Associates
5
VanEck Associates
New York
$24.2M
Name Market Value Shares Shares
Change 		Shares
Change %
Stifel Financial
51
Stifel Financial
Missouri
$605K 31,689 -3,841 -11%
PMG
52
ProVise Management Group
Florida
$596K 31,221 +31,221 New
CB
53
Cadence Bank
Mississippi
$583K 30,536 -9,162 -23%
Carson Wealth (CWM LLC)
54
Carson Wealth (CWM LLC)
Nebraska
$581K 30,443 +6,945 +30%
LWM
55
Lyell Wealth Management
California
$552K 28,895 – –
IWM
56
IHT Wealth Management
Illinois
$482K 25,225 -5,100 -17%
WPC
57
White Pine Capital
Minnesota
$448K 23,452 +1,300 +6%
PPP
58
Private Portfolio Partners
New Jersey
$442K 23,123 +625 +3%
SRC
59
Shufro Rose & Co
New York
$429K 22,485 +442 +2%
PA
60
Procyon Advisors
Connecticut
$429K 22,445 – –
AWE
61
Avidian Wealth Enterprises
Texas
$365K 19,117 – –
WT
62
Whittier Trust
California
$363K 19,035 – –
MI
63
Merk Investments
California
$345K 18,063 +248 +1%
ARS
64
Adirondack Retirement Specialists
New York
$339K 17,304 +1,684 +11%
Mariner
65
Mariner
Kansas
$337K 17,630 – –
KWM
66
Kingsview Wealth Management
Oregon
$332K 17,401 +17,401 New
BWFA
67
Baltimore-Washington Financial Advisors
Maryland
$332K 17,400 +17,400 New
Truist Financial
68
Truist Financial
North Carolina
$314K 16,436 – –
VC
69
Veracity Capital
Georgia
$302K 15,800 +655 +4%
Janney Montgomery Scott
70
Janney Montgomery Scott
Pennsylvania
$297K 15,575 – –
MFA
71
Mayflower Financial Advisors
Massachusetts
$290K 15,205 +3,550 +30%
SNB
72
Security National Bank
Nebraska
$280K 14,640 – –
PCP
73
Proficio Capital Partners
Massachusetts
$279K 14,600 -1,000 -6%
NCG
74
Newport Capital Group
New Jersey
$276K 15,620 +15,620 New
RDFA
75
Ritter Daniher Financial Advisory
Ohio
$260K 13,635 – –
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