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VanEck Merk Gold Trust

112 hedge funds and large institutions have $400M invested in VanEck Merk Gold Trust in 2022 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 32 increasing their positions, 26 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 9

23% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 26

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

2% more funds holding

Funds holding: 110112 (+2)

1.73% less ownership

Funds ownership: 64%62.27% (-1.7%)

9% less capital invested

Capital invested by funds: $438M → $400M (-$38.9M)

Holders
112
Holders Change
+2
Holders Change %
+1.82%
% of All Funds
1.89%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.15%
New
13
Increased
32
Reduced
26
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RDFA
76
Ritter Daniher Financial Advisory
Ohio
$239K
LNC
77
Lincoln National Corp
Pennsylvania
$218K
EWA
78
EverSource Wealth Advisors
Alabama
$202K
DC
79
Davenport & Co
Virginia
$200K
PIA
80
Perennial Investment Advisors
California
$198K
Royal Bank of Canada
81
Royal Bank of Canada
Ontario, Canada
$195K +$106K +5,835 +109%
HPC
82
HM Payson & Co
Maine
$187K
SFG
83
Snider Financial Group
Washington
$185K
RJT
84
Raymond James Trust
Florida
$178K
Susquehanna International Group
85
Susquehanna International Group
Pennsylvania
$175K +$182K +10,011 New
IGWM
86
ICA Group Wealth Management
Colorado
$170K +$183K +10,053 New
BCWM
87
Bartlett & Co Wealth Management
Ohio
$131K
BC
88
Bartlett & Co
Ohio
$131K
MA
89
MUFG Americas
New York
$79K
HNWAG
90
High Net Worth Advisory Group
Florida
$77K
Northwestern Mutual Wealth Management
91
Northwestern Mutual Wealth Management
Wisconsin
$73K +$75.5K +4,150 New
Morgan Stanley
92
Morgan Stanley
New York
$64K
CP
93
Castleview Partners
Texas
$63.1K -$782 -43 -2%
WTC
94
WhitTier Trust Company
Nevada
$63K
SPIA
95
Steward Partners Investment Advisory
New York
$62K +$1.82K +100 +3%
GWM
96
Geneos Wealth Management
Colorado
$55K
PMFA
97
Plante Moran Financial Advisors
Michigan
$32K
Wells Fargo
98
Wells Fargo
California
$31K -$7.64K -420 -19%
IA
99
IFP Advisors
Florida
$25K
MIM
100
Macroview Investment Management
Maryland
$25K