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VanEck Merk Gold Trust
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Overview Fund Activity

94 hedge funds and large institutions have $252M invested in VanEck Merk Gold Trust in 2021 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 34 increasing their positions, 21 reducing their positions, and 9 closing their positions.

Holders
94
Holders Change
+3
Holders Change %
+3.3%
% of All Funds
1.65%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
14
Increased
34
Reduced
21
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OPS
1
Orion Portfolio Solutions
Nebraska
$59.7M
2
BCI
2
Brinker Capital Investments
Pennsylvania
$59.7M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$4.88M
4
P
4
Pitcairn
Pennsylvania
$18.7M
5
HF
5
HRT Financial
New York
$1.85M

Top Sellers

1
LSAG
1
Lake Street Advisors Group
New Hampshire
$0
2
Creative Planning
2
Creative Planning
Kansas
$1.27M
3
RJA
3
Raymond James & Associates
Florida
$5.5M
4
IWM
4
IHT Wealth Management
Illinois
$373K
5
WI
5
Wintrust Investments
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
HI
76
Harbour Investments
Wisconsin
$144K 8,455 – –
BC
77
Bartlett & Co
Ohio
$96K 5,600 – –
BCWM
78
Bartlett & Co Wealth Management
Ohio
$95.7K 5,600 – –
NFG
79
Next Financial Group
Texas
$82K 4,800 -100 -2%
MA
80
MUFG Americas
New York
$77K 4,504 – –
Wells Fargo
81
Wells Fargo
California
$71K 4,175 – –
SPIA
82
Steward Partners Investment Advisory
New York
$60K 3,535 -38 -1%
GWM
83
Geneos Wealth Management
Colorado
$54K 3,172 -500 -14%
WTC
84
WhitTier Trust Company
Nevada
$44K 2,575 – –
PMFA
85
Plante Moran Financial Advisors
Michigan
$31K 1,800 – –
CCM
86
Covington Capital Management
California
$24K 1,425 +1,425 New
MIM
87
Macroview Investment Management
Maryland
$17K 1,000 +1,000 New
CG
88
Cutler Group
California
$10K 600 -500 -45%
AWMS
89
Advocacy Wealth Management Services
Georgia
$7K 386 – –
Bank of America
90
Bank of America
North Carolina
$6K 345 +345 New
Group One Trading
91
Group One Trading
Illinois
$5K 300 +300 New
NFSG
92
Newbridge Financial Services Group
Florida
$3K 150 – –
Morgan Stanley
93
Morgan Stanley
New York
$3K 182 +182 New
LSAG
94
Lake Street Advisors Group
New Hampshire
– – -79,641 Closed
FA
95
Fagan Associates
New York
– – -11,750 Closed
IAA
96
Ironsides Asset Advisors
North Carolina
– – -11,485 Closed
MIAN
97
Mariner Independent Advisor Network
Kansas
– – -11,360 Closed
HH
98
Hilltop Holdings
Texas
– – -10,994 Closed
CI
99
Chartist Inc
California
– – -6,246 Closed
WI
100
Wintrust Investments
Illinois
– – -1,000 Closed
1 2 3
4
5