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VanEck Merk Gold Trust

125 hedge funds and large institutions have $337M invested in VanEck Merk Gold Trust in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 36 increasing their positions, 33 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 12

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

7% more capital invested

Capital invested by funds: $315M → $337M (+$21.9M)

3% more funds holding

Funds holding: 121125 (+4)

9% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 33

0.23% less ownership

Funds ownership: 47%46.76% (-0.23%)

12% less call options, than puts

Call options by funds: $134K | Put options by funds: $153K

Holders
125
Holders Change
+4
Holders Change %
+3.31%
% of All Funds
1.96%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.13%
New
17
Increased
36
Reduced
33
Closed
12
Calls
$134K
Puts
$153K
Net Calls
-$19K
Net Calls Change
-$819K
Name Holding Trade Value Shares
Change
Change in
Stake
WCFA
51
Walkner Condon Financial Advisors
Wisconsin
$753K -$67.1K -3,499 -8%
IAN
52
Integrated Advisors Network
Texas
$659K
KAM
53
Knightsbridge Asset Management
California
$644K -$224K -11,691 -25%
Stifel Financial
54
Stifel Financial
Missouri
$621K +$32.3K +1,686 +5%
CA
55
Cetera Advisors
Colorado
$615K +$5.73K +299 +0.9%
CB
56
Cadence Bank
Mississippi
$539K -$30.1K -1,569 -5%
LWM
57
Lyell Wealth Management
California
$537K
PPP
58
Private Portfolio Partners
New Jersey
$441K +$11K +572 +2%
WPC
59
White Pine Capital
Minnesota
$436K
MFA
60
Mayflower Financial Advisors
Massachusetts
$436K +$157K +8,215 +54%
Morgan Stanley
61
Morgan Stanley
New York
$427K +$371K +19,337 +533%
Mariner
62
Mariner
Kansas
$407K +$81.6K +4,257 +24%
SRC
63
Shufro Rose & Co
New York
$403K -$15.4K -802 -4%
SDH
64
Sloy Dahl & Holst
Washington
$402K +$414K +21,605 New
ARS
65
Adirondack Retirement Specialists
New York
$376K +$55.9K +2,919 +17%
SI
66
Sprott Inc
Ontario, Canada
$362K +$373K +19,488 New
WT
67
Whittier Trust
California
$354K
FTA
68
Financial & Tax Architects
Missouri
$340K +$350K +18,286 New
BWFA
69
Baltimore-Washington Financial Advisors
Maryland
$335K +$11.5K +600 +3%
Truist Financial
70
Truist Financial
North Carolina
$306K
VC
71
Veracity Capital
Georgia
$279K -$14.9K -779 -5%
LNC
72
Lincoln National Corp
Pennsylvania
$276K +$50.8K +2,650 +22%
NCG
73
Newport Capital Group
New Jersey
$276K
SNB
74
Security National Bank
Nebraska
$272K
PCP
75
Proficio Capital Partners
Massachusetts
$272K