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VanEck Merk Gold Trust

112 hedge funds and large institutions have $378M invested in VanEck Merk Gold Trust in 2022 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 25 increasing their positions, 44 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.55% more ownership

Funds ownership: 62.27%63.82% (+1.5%)

0% more funds holding

Funds holding: 112112 (0)

0% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 7

5% less capital invested

Capital invested by funds: $400M → $378M (-$21.3M)

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

43% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 44

Holders
112
Holders Change
Holders Change %
0%
% of All Funds
1.93%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.12%
New
7
Increased
25
Reduced
44
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FAIM
76
Financial Advocates Investment Management
Washington
$231K -$377K -22,524 -61%
APA
77
American Portfolios Advisors
New York
$231K -$1.68K -100 -0.7%
VC
78
Veracity Capital
Georgia
$229K -$12.9K -770 -5%
HIP
79
HUB Investment Partners
Texas
$225K -$419 -25 -0.2%
SMC
80
Smith, Moore & Co
Missouri
$225K
HPC
81
HM Payson & Co
Maine
$221K +$50.7K +3,025 +28%
RDFA
82
Ritter Daniher Financial Advisory
Ohio
$220K
LNC
83
Lincoln National Corp
Pennsylvania
$200K
EWA
84
EverSource Wealth Advisors
Alabama
$186K
DC
85
Davenport & Co
Virginia
$184K
SFG
86
Snider Financial Group
Washington
$176K
PIA
87
Perennial Investment Advisors
California
$166K -$16.8K -1,000 -9%
RJT
88
Raymond James Trust
Florida
$164K
MFA
89
Mayflower Financial Advisors
Massachusetts
$163K +$169K +10,085 New
BC
90
Bartlett & Co
Ohio
$121K
BCWM
91
Bartlett & Co Wealth Management
Ohio
$121K
Royal Bank of Canada
92
Royal Bank of Canada
Ontario, Canada
$86K -$97.7K -5,835 -52%
MA
93
MUFG Americas
New York
$73K
HNWAG
94
High Net Worth Advisory Group
Florida
$71K
Fifth Third Bancorp
95
Fifth Third Bancorp
Ohio
$65K +$67.4K +4,024 New
Morgan Stanley
96
Morgan Stanley
New York
$63K +$5.5K +328 +9%
WTC
97
WhitTier Trust Company
Nevada
$58K
SPIA
98
Steward Partners Investment Advisory
New York
$52K -$5.61K -335 -9%
Wells Fargo
99
Wells Fargo
California
$44K +$16.2K +970 +55%
Northwestern Mutual Wealth Management
100
Northwestern Mutual Wealth Management
Wisconsin
$39K -$29.3K -1,748 -42%