OUNZ icon

VanEck Merk Gold Trust
OUNZ

Overview Fund Activity

162 hedge funds and large institutions have $593M invested in VanEck Merk Gold Trust in 2024 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 56 increasing their positions, 32 reducing their positions, and 8 closing their positions.

Holders
162
Holders Change
+14
Holders Change %
+9.46%
% of All Funds
2.16%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.12%
New
24
Increased
56
Reduced
32
Closed
8
Calls
$465K
Puts
$137K
Net Calls
+$328K
Net Calls Change
+$6K

Top Buyers

1
NHFG
1
New Harbor Financial Group
Massachusetts
$11.6M
2
FFO
2
Fiduciary Family Office
Florida
$11.6M
3
Jane Street
3
Jane Street
New York
$5.1M
4
MWM
4
Modern Wealth Management
Kansas
$15.9M
5
SA
5
Sanctuary Advisors
Indiana
$4.3M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$44.8M
2
MCM
2
Morton Capital Management
California
$108M
3
IWM
3
IHT Wealth Management
Illinois
$2.44M
4
PHS
4
Pekin Hardy Strauss
Illinois
$8.91M
5
QC
5
Quadrature Capital
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
51
EP Wealth Advisors
California
$1.58M – – –
TNAM
52
Terra Nova Asset Management
New York
$1.41M – – –
Citadel Advisors
53
Citadel Advisors
Florida
$1.4M +$827K +32,681 +144%
WIM
54
Warwick Investment Management
Texas
$1.38M +$106K +4,174 +8%
TWP
55
Tower Wealth Partners
Pennsylvania
$1.28M +$2.76K +109 +0.2%
SNB
56
Security National Bank
Nebraska
$1.27M – – –
LWM
57
Lyell Wealth Management
California
$1.26M – – –
SSWM
58
Sheets Smith Wealth Management
North Carolina
$1.22M +$302K +11,925 +33%
WA
59
WESPAC Advisors
California
$1.18M – – –
Stifel Financial
60
Stifel Financial
Missouri
$1.14M +$362K +14,301 +47%
SPC
61
Sigma Planning Corp
Michigan
$1.1M -$27.8K -1,099 -2%
CHAM
62
Clear Harbor Asset Management
Connecticut
$1.08M – – –
OIA
63
OneDigital Investment Advisors
Kansas
$1.07M -$73.2K -2,894 -6%
WCFA
64
Walkner Condon Financial Advisors
Wisconsin
$1.05M -$354 -14 -0%
CFM
65
Crawford Fund Management
Massachusetts
$1.01M – – –
Comerica Bank
66
Comerica Bank
Texas
$1M +$75.9K +3,000 +8%
Rockefeller Capital Management
67
Rockefeller Capital Management
New York
$963K +$136K +5,369 +16%
Morgan Stanley
68
Morgan Stanley
New York
$951K +$32.6K +1,287 +4%
BEAM
69
Baker Ellis Asset Management
Washington
$936K – – –
MG
70
Mather Group
Illinois
$857K +$516K +20,392 +151%
MFA
71
Mayflower Financial Advisors
Massachusetts
$849K +$49.6K +1,960 +6%
FIA
72
Foundations Investment Advisors
Arizona
$812K +$140K +5,533 +21%
PPP
73
Private Portfolio Partners
New Jersey
$776K +$24.6K +973 +3%
SDH
74
Sloy Dahl & Holst
Washington
$765K +$36.4K +1,440 +5%
IAN
75
Integrated Advisors Network
Texas
$745K -$217K -8,575 -23%
1 2
3
4 5