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VanEck Merk Gold Trust
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Overview Fund Activity

137 hedge funds and large institutions have $456M invested in VanEck Merk Gold Trust in 2024 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 40 increasing their positions, 35 reducing their positions, and 9 closing their positions.

Holders
137
Holders Change
+14
Holders Change %
+11.38%
% of All Funds
1.99%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
27
Increased
40
Reduced
35
Closed
9
Calls
$162K
Puts
$229K
Net Calls
-$67K
Net Calls Change
-$1.06M

Top Buyers

1
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$33.6M
2
WA
2
Wealthstar Advisors
Texas
$9.21M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$16.8M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$15.7M
5
P
5
Pitcairn
Pennsylvania
$33M

Top Sellers

1
SAG
1
SageView Advisory Group
California
$0
2
MCM
2
Morton Capital Management
California
$100M
3
IGWM
3
ICA Group Wealth Management
Colorado
$17.5K
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$4.01M
5
LA
5
Lifeworks Advisors
Michigan
$6.29M
Name Holding Trade Value Shares
Change 		Shares
Change %
CHAM
51
Clear Harbor Asset Management
Connecticut
$960K -$249K -11,085 -21%
BEAM
52
Baker Ellis Asset Management
Washington
$943K – – –
Stifel Financial
53
Stifel Financial
Missouri
$904K +$77.4K +3,447 +9%
CFM
54
Crawford Fund Management
Massachusetts
$896K -$292K -13,000 -25%
MG
55
Mather Group
Illinois
$886K -$198K -9,203 -18%
IAN
56
Integrated Advisors Network
Texas
$857K +$6.09K +271 +0.7%
Morgan Stanley
57
Morgan Stanley
New York
$811K +$111K +4,923 +16%
SSWM
58
Sheets Smith Wealth Management
North Carolina
$811K +$811K +36,116 New
Rockefeller Capital Management
59
Rockefeller Capital Management
New York
$805K +$252K +11,228 +46%
Comerica Bank
60
Comerica Bank
Texas
$747K -$621K -27,660 -45%
SWM
61
SFG Wealth Management
Maryland
$714K +$714K +31,799 New
MFA
62
Mayflower Financial Advisors
Massachusetts
$698K +$125K +5,575 +22%
KAM
63
Knightsbridge Asset Management
California
$594K -$230K -10,247 -28%
SDH
64
Sloy Dahl & Holst
Washington
$560K +$30.3K +1,350 +6%
WPC
65
White Pine Capital
Minnesota
$537K +$22.5K +1,000 +4%
SRC
66
Shufro Rose & Co
New York
$521K -$34.4K -1,533 -6%
FFA
67
Farther Finance Advisors
California
$472K +$472K +20,959 New
SI
68
Sprott Inc
Ontario, Canada
$438K – – –
WT
69
Whittier Trust
California
$427K – – –
WP
70
WMS Partners
Maryland
$424K +$35.4K +1,577 +9%
MI
71
Merk Investments
California
$422K +$422K +18,800 New
HIP
72
HUB Investment Partners
Texas
$421K -$331K -14,725 -44%
TSS
73
Two Sigma Securities
New York
$366K +$23.6K +1,051 +7%
NA
74
NewEdge Advisors
Louisiana
$361K -$13.4K -597 -4%
RFN
75
RDA Financial Network
Iowa
$356K +$356K +15,854 New
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3
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