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VanEck Merk Gold Trust
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Overview Fund Activity

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.

Holders
125
Holders Change
+4
Holders Change %
+3.31%
% of All Funds
1.97%
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

Top Buyers

1
IWM
1
IHT Wealth Management
Illinois
$11.6M
2
Jane Street
2
Jane Street
New York
$6.59M
3
FS
3
Ferguson Shapiro
Georgia
$4.28M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$1.99M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$3.14M

Top Sellers

1
VanEck Associates
1
VanEck Associates
New York
$19.1M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$0
3
MCC
3
Money Concepts Capital
Florida
$4.62M
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
MCM
5
Morton Capital Management
California
$80.7M
Name Market Value Shares Shares
Change 		Shares
Change %
WCFA
51
Walkner Condon Financial Advisors
Wisconsin
$753K 40,522 -3,499 -8%
IAN
52
Integrated Advisors Network
Texas
$659K 35,406 – –
KAM
53
Knightsbridge Asset Management
California
$644K 34,637 -11,691 -25%
Stifel Financial
54
Stifel Financial
Missouri
$621K 33,375 +1,686 +5%
CA
55
Cetera Advisors
Colorado
$615K 33,045 +299 +0.9%
CB
56
Cadence Bank
Mississippi
$539K 28,967 -1,569 -5%
LWM
57
Lyell Wealth Management
California
$537K 28,895 – –
PPP
58
Private Portfolio Partners
New Jersey
$441K 23,695 +572 +2%
WPC
59
White Pine Capital
Minnesota
$436K 23,452 – –
MFA
60
Mayflower Financial Advisors
Massachusetts
$436K 23,420 +8,215 +54%
Morgan Stanley
61
Morgan Stanley
New York
$427K 22,962 +19,337 +533%
Mariner
62
Mariner
Kansas
$407K 21,887 +4,257 +24%
SRC
63
Shufro Rose & Co
New York
$403K 21,683 -802 -4%
SDH
64
Sloy Dahl & Holst
Washington
$402K 21,605 +21,605 New
ARS
65
Adirondack Retirement Specialists
New York
$376K 20,223 +2,919 +17%
SI
66
Sprott Inc
Ontario, Canada
$362K 19,488 +19,488 New
WT
67
Whittier Trust
California
$354K 19,035 – –
FTA
68
Financial & Tax Architects
Missouri
$340K 18,286 +18,286 New
BWFA
69
Baltimore-Washington Financial Advisors
Maryland
$335K 18,000 +600 +3%
Truist Financial
70
Truist Financial
North Carolina
$306K 16,436 – –
VC
71
Veracity Capital
Georgia
$279K 15,021 -779 -5%
LNC
72
Lincoln National Corp
Pennsylvania
$276K 14,860 +2,650 +22%
NCG
73
Newport Capital Group
New Jersey
$276K 15,620 – –
SNB
74
Security National Bank
Nebraska
$272K 14,640 – –
PCP
75
Proficio Capital Partners
Massachusetts
$272K 14,600 – –
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3
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