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VanEck Merk Gold Trust
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Overview Fund Activity

123 hedge funds and large institutions have $412M invested in VanEck Merk Gold Trust in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 38 increasing their positions, 28 reducing their positions, and 18 closing their positions.

Holders
123
Holders Change
-6
Holders Change %
-4.65%
% of All Funds
1.78%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.1%
New
15
Increased
38
Reduced
28
Closed
18
Calls
$1.01M
Puts
$13K
Net Calls
+$997K
Net Calls Change
+$1.05M

Top Buyers

1
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$15.8M
2
SAG
2
SageView Advisory Group
California
$4.6M
3
AAS
3
Ameritas Advisory Services
Nebraska
$4.7M
4
LPL Financial
4
LPL Financial
California
$34.2M
5
MCM
5
Morton Capital Management
California
$97.3M

Top Sellers

1
NA
1
NewEdge Advisors
Louisiana
$358K
2
PMG
2
ProVise Management Group
Florida
$0
3
GBWM
3
Granite Bay Wealth Management
New Hampshire
$0
4
Renaissance Technologies
4
Renaissance Technologies
New York
$1.38M
5
SWM
5
SFG Wealth Management
Maryland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CP
51
Castleview Partners
Texas
$936K +$891K +41,464 +1,974%
WCFA
52
Walkner Condon Financial Advisors
Wisconsin
$928K +$214 +10 +0%
BEAM
53
Baker Ellis Asset Management
Washington
$902K – – –
IAN
54
Integrated Advisors Network
Texas
$814K +$53.7K +2,500 +7%
Stifel Financial
55
Stifel Financial
Missouri
$791K +$50.9K +2,371 +7%
KAM
56
Knightsbridge Asset Management
California
$733K – – –
HIP
57
HUB Investment Partners
Texas
$718K +$718K +33,448 New
SNB
58
Security National Bank
Nebraska
$716K – – –
LNC
59
Lincoln National Corp
Pennsylvania
$712K -$117K -5,430 -14%
LWM
60
Lyell Wealth Management
California
$681K +$60.6K +2,820 +10%
Citadel Advisors
61
Citadel Advisors
Florida
$672K +$672K +31,269 New
Morgan Stanley
62
Morgan Stanley
New York
$670K -$672K -31,307 -50%
PPP
63
Private Portfolio Partners
New Jersey
$617K -$5.37K -250 -0.9%
MFA
64
Mayflower Financial Advisors
Massachusetts
$548K – – –
SRC
65
Shufro Rose & Co
New York
$531K +$31K +1,445 +6%
Rockefeller Capital Management
66
Rockefeller Capital Management
New York
$529K +$529K +24,626 New
WPC
67
White Pine Capital
Minnesota
$508K +$21K +950 +4%
SDH
68
Sloy Dahl & Holst
Washington
$507K +$10.7K +500 +2%
Mariner
69
Mariner
Kansas
$479K +$8.59K +400 +2%
IC
70
IEQ Capital
California
$439K +$439K +20,450 New
SI
71
Sprott Inc
Ontario, Canada
$419K – – –
Susquehanna International Group
72
Susquehanna International Group
Pennsylvania
$416K +$416K +19,384 New
WT
73
Whittier Trust
California
$409K – – –
BCM
74
Brookstone Capital Management
Illinois
$374K +$38.4K +1,788 +11%
WP
75
WMS Partners
Maryland
$372K – – –
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3
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