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VanEck Merk Gold Trust
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Overview Fund Activity

110 hedge funds and large institutions have $438M invested in VanEck Merk Gold Trust in 2022 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 36 increasing their positions, 25 reducing their positions, and 8 closing their positions.

Holders
110
Holders Change
+10
Holders Change %
+10%
% of All Funds
1.74%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.13%
New
19
Increased
36
Reduced
25
Closed
8
Calls
$776K
Puts
–
Net Calls
+$776K
Net Calls Change
+$776K

Top Buyers

1
CWM
1
Cadence Wealth Management
Massachusetts
$18.5M
2
VanEck Associates
2
VanEck Associates
New York
$9.32M
3
LPL Financial
3
LPL Financial
California
$13.7M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$10M
5
SFS
5
Starfox Financial Services
Texas
$6.5M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
WPIC
2
White Pine Investment Company
Michigan
$0
3
BFG
3
Barber Financial Group
Kansas
$7.2M
4
FTA
4
Financial & Tax Architects
Missouri
$0
5
TNAM
5
Terra Nova Asset Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RDFA
76
Ritter Daniher Financial Advisory
Ohio
$257K – – –
CI
77
Chartist Inc
California
$255K – – –
LNC
78
Lincoln National Corp
Pennsylvania
$234K +$11.9K +630 +5%
GSWM
79
Golden State Wealth Management
California
$230K -$33.2K -1,763 -13%
EWA
80
EverSource Wealth Advisors
Alabama
$217K +$98.3K +5,219 +83%
DC
81
Davenport & Co
Virginia
$215K – – –
PIA
82
Perennial Investment Advisors
California
$212K -$18.8K -1,000 -8%
HPC
83
HM Payson & Co
Maine
$201K – – –
SFG
84
Snider Financial Group
Washington
$198K – – –
RJT
85
Raymond James Trust
Florida
$191K – – –
BCWM
86
Bartlett & Co Wealth Management
Ohio
$141K +$141K +7,500 New
BC
87
Bartlett & Co
Ohio
$141K +$141K +7,500 New
Royal Bank of Canada
88
Royal Bank of Canada
Ontario, Canada
$100K – – –
MA
89
MUFG Americas
New York
$85K – – –
HNWAG
90
High Net Worth Advisory Group
Florida
$82K – – –
Morgan Stanley
91
Morgan Stanley
New York
$68K +$68K +3,625 New
WTC
92
WhitTier Trust Company
Nevada
$67K – – –
SPIA
93
Steward Partners Investment Advisory
New York
$65K +$26.5K +1,400 +69%
SWM
94
Spire Wealth Management
Virginia
$59K -$268K -14,159 -82%
GWM
95
Geneos Wealth Management
Colorado
$59K – – –
CP
96
Castleview Partners
Texas
$44K -$814K -43,452 -95%
Wells Fargo
97
Wells Fargo
California
$41K +$8.48K +450 +26%
PMFA
98
Plante Moran Financial Advisors
Michigan
$34K – – –
MIM
99
Macroview Investment Management
Maryland
$26K +$7.43K +400 +40%
IA
100
IFP Advisors
Florida
$25K +$25K +2,000 New
1 2 3
4
5