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VanEck Merk Gold Trust
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Overview Fund Activity

126 hedge funds and large institutions have $335M invested in VanEck Merk Gold Trust in 2023 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 45 increasing their positions, 28 reducing their positions, and 13 closing their positions.

Holders
126
Holders Change
+1
Holders Change %
+0.8%
% of All Funds
2.01%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.08%
New
15
Increased
45
Reduced
28
Closed
13
Calls
$538K
Puts
$25K
Net Calls
+$513K
Net Calls Change
+$532K

Top Buyers

1
Jane Street
1
Jane Street
New York
$16.3M
2
FTUS
2
Flow Traders U.S.
New York
$3.67M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$5.5M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$5.81M
5
GBWM
5
Granite Bay Wealth Management
New Hampshire
$2.29M

Top Sellers

1
IWM
1
IHT Wealth Management
Illinois
$4.2M
2
FS
2
Ferguson Shapiro
Georgia
$0
3
SWM
3
SFG Wealth Management
Maryland
$1.64M
4
VanEck Associates
4
VanEck Associates
New York
$16.6M
5
SIAP
5
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BEAM
51
Baker Ellis Asset Management
Washington
$751K 42,000 -2,000 -5%
KAM
52
Knightsbridge Asset Management
California
$715K 39,981 +5,344 +15%
Citadel Advisors
53
Citadel Advisors
Florida
$636K 35,542 +35,542 New
IAN
54
Integrated Advisors Network
Texas
$633K 35,406 – –
NC
55
NewSquare Capital
Pennsylvania
$625K 34,927 -58,629 -63%
Stifel Financial
56
Stifel Financial
Missouri
$612K 34,197 +822 +2%
CA
57
Cetera Advisors
Colorado
$592K 33,078 +33 +0.1%
KWM
58
Kingsview Wealth Management
Oregon
$562K 31,406 +18,278 +139%
CB
59
Cadence Bank
Mississippi
$540K 30,201 +1,234 +4%
Morgan Stanley
60
Morgan Stanley
New York
$533K 29,779 +6,817 +30%
LWM
61
Lyell Wealth Management
California
$517K 28,895 – –
PPP
62
Private Portfolio Partners
New Jersey
$482K 26,964 +3,269 +14%
MFA
63
Mayflower Financial Advisors
Massachusetts
$446K 24,920 +1,500 +6%
SFC
64
Strategic Financial Concepts
Texas
$428K 23,898 +23,898 New
SRC
65
Shufro Rose & Co
New York
$423K 23,639 +1,956 +9%
MI
66
Merk Investments
California
$400K 22,369 +7,844 +54%
SDH
67
Sloy Dahl & Holst
Washington
$399K 22,330 +725 +3%
WPC
68
White Pine Capital
Minnesota
$398K 22,227 -1,225 -5%
Mariner
69
Mariner
Kansas
$392K 21,887 – –
LNC
70
Lincoln National Corp
Pennsylvania
$378K 21,130 +6,270 +42%
EWA
71
EP Wealth Advisors
California
$363K 20,300 +20,300 New
GIM
72
Guild Investment Management
California
$358K 20,000 +20,000 New
ARS
73
Adirondack Retirement Specialists
New York
$357K 19,964 -259 -1%
BWFA
74
Baltimore-Washington Financial Advisors
Maryland
$353K 19,708 +1,708 +9%
SI
75
Sprott Inc
Ontario, Canada
$349K 19,488 – –
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3
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