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VanEck Merk Gold Trust

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.

New
Increased
Maintained
Reduced
Closed

2,052% more call options, than puts

Call options by funds: $538K | Put options by funds: $25K

61% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 28

15% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 13

1.52% more ownership

Funds ownership: 46.76%48.29% (+1.5%)

1% more funds holding

Funds holding: 125126 (+1)

1% less capital invested

Capital invested by funds: $337M → $335M (-$2.3M)

38% less funds holding in top 10

Funds holding in top 10: 85 (-3)

Holders
126
Holders Change
+1
Holders Change %
+0.8%
% of All Funds
2%
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
Name Holding Trade Value Shares
Change
Change in
Stake
BEAM
51
Baker Ellis Asset Management
Washington
$751K -$37.3K -2,000 -5%
KAM
52
Knightsbridge Asset Management
California
$715K +$99.7K +5,344 +15%
Citadel Advisors
53
Citadel Advisors
Florida
$636K +$663K +35,542 New
IAN
54
Integrated Advisors Network
Texas
$633K
NC
55
NewSquare Capital
Pennsylvania
$625K -$1.09M -58,629 -63%
Stifel Financial
56
Stifel Financial
Missouri
$612K +$15.3K +822 +2%
CA
57
Cetera Advisors
Colorado
$592K +$616 +33 +0.1%
KWM
58
Kingsview Wealth Management
Oregon
$562K +$341K +18,278 +139%
CB
59
Cadence Bank
Mississippi
$540K +$23K +1,234 +4%
Morgan Stanley
60
Morgan Stanley
New York
$533K +$127K +6,817 +30%
LWM
61
Lyell Wealth Management
California
$517K
PPP
62
Private Portfolio Partners
New Jersey
$482K +$61K +3,269 +14%
MFA
63
Mayflower Financial Advisors
Massachusetts
$446K +$28K +1,500 +6%
SFC
64
Strategic Financial Concepts
Texas
$428K +$446K +23,898 New
SRC
65
Shufro Rose & Co
New York
$423K +$36.5K +1,956 +9%
MI
66
Merk Investments
California
$400K +$146K +7,844 +54%
SDH
67
Sloy Dahl & Holst
Washington
$399K +$13.5K +725 +3%
WPC
68
White Pine Capital
Minnesota
$398K -$22.9K -1,225 -5%
Mariner
69
Mariner
Kansas
$392K
LNC
70
Lincoln National Corp
Pennsylvania
$378K +$117K +6,270 +42%
EWA
71
EP Wealth Advisors
California
$363K +$379K +20,300 New
GIM
72
Guild Investment Management
California
$358K +$373K +20,000 New
ARS
73
Adirondack Retirement Specialists
New York
$357K -$4.83K -259 -1%
BWFA
74
Baltimore-Washington Financial Advisors
Maryland
$353K +$31.9K +1,708 +9%
SI
75
Sprott Inc
Ontario, Canada
$349K