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VanEck Merk Gold Trust
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Overview Fund Activity

129 hedge funds and large institutions have $360M invested in VanEck Merk Gold Trust in 2023 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 25 increasing their positions, 41 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
129
Holders Change
+3
Holders Change %
+2.38%
% of All Funds
1.89%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
18
Increased
25
Reduced
41
Closed
13
Calls
$392K
Puts
$445K
Net Calls
-$53K
Net Calls Change
-$566K

Top Buyers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$5.93M
2
NA
2
NewEdge Advisors
Louisiana
$5.01M
3
SC
3
Solstein Capital
California
$3.28M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$3.03M
5
SOS
5
Silver Oak Securities
Tennessee
$4.95M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$0
3
FTUS
3
Flow Traders U.S.
New York
$0
4
Osaic Holdings
4
Osaic Holdings
Arizona
$3.39M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$8.14M
Name Holding Trade Value Shares
Change 		Shares
Change %
WCFA
51
Walkner Condon Financial Advisors
Wisconsin
$864K -$16K -804 -2%
BEAM
52
Baker Ellis Asset Management
Washington
$838K – – –
LNC
53
Lincoln National Corp
Pennsylvania
$770K +$348K +17,425 +82%
KAM
54
Knightsbridge Asset Management
California
$733K -$65.4K -3,277 -8%
IAN
55
Integrated Advisors Network
Texas
$707K – – –
Stifel Financial
56
Stifel Financial
Missouri
$687K +$4.75K +238 +0.7%
SNB
57
Security National Bank
Nebraska
$665K +$373K +18,678 +128%
CA
58
Cetera Advisors
Colorado
$655K -$5.07K -254 -0.8%
CB
59
Cadence Bank
Mississippi
$603K – – –
PPP
60
Private Portfolio Partners
New Jersey
$579K +$40.4K +2,026 +8%
LWM
61
Lyell Wealth Management
California
$577K – – –
BRWA
62
B. Riley Wealth Advisors
Florida
$538K +$538K +26,934 New
MFA
63
Mayflower Financial Advisors
Massachusetts
$509K +$12K +600 +2%
AAS
64
Ameritas Advisory Services
Nebraska
$481K -$2.04M -104,358 -81%
SDH
65
Sloy Dahl & Holst
Washington
$461K +$15.2K +760 +3%
AWM
66
AE Wealth Management
Kansas
$444K -$1.26M -64,423 -74%
WPC
67
White Pine Capital
Minnesota
$439K -$4.99K -250 -1%
Mariner
68
Mariner
Kansas
$437K – – –
SRC
69
Shufro Rose & Co
New York
$417K -$6.23K -348 -1%
JIR
70
James Investment Research
Ohio
$411K +$411K +20,580 New
GIM
71
Guild Investment Management
California
$399K – – –
BWFA
72
Baltimore-Washington Financial Advisors
Maryland
$393K – – –
SI
73
Sprott Inc
Ontario, Canada
$389K – – –
WT
74
Whittier Trust
California
$380K – – –
SPC
75
Sigma Planning Corp
Michigan
$352K -$735K -36,844 -68%
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