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VanEck Merk Gold Trust
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Overview Fund Activity

121 hedge funds and large institutions have $315M invested in VanEck Merk Gold Trust in 2023 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 38 increasing their positions, 24 reducing their positions, and 7 closing their positions.

Holders
121
Holders Change
+6
Holders Change %
+5.22%
% of All Funds
1.94%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
15
Increased
38
Reduced
24
Closed
7
Calls
$836K
Puts
$36K
Net Calls
+$800K
Net Calls Change
-$192K

Top Buyers

1
CAN
1
Cetera Advisor Networks
California
$11.5M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$7.1M
3
LPL Financial
3
LPL Financial
California
$29M
4
MML Investors Services
4
MML Investors Services
Massachusetts
$5M
5
RJA
5
Raymond James & Associates
Florida
$4.4M

Top Sellers

1
KAM
1
Knightsbridge Asset Management
California
$885K
2
MCM
2
Morton Capital Management
California
$83.5M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$1.28M
4
FTUS
4
Flow Traders U.S.
New York
$0
5
VanEck Associates
5
VanEck Associates
New York
$24.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
SMC
76
Smith, Moore & Co
Missouri
$260K +$3.25K +170 +1%
PWM
77
Perigon Wealth Management
California
$249K +$249K +13,018 New
SPAS
78
Spectrum Planning & Advisory Services
California
$246K – – –
JIP
79
Jaffetilchin Investment Partners
Florida
$246K +$246K +12,894 New
TDC
80
Thompson Davis & Co
Virginia
$245K -$955 -50 -0.4%
CIA
81
Cape Investment Advisory
Georgia
$244K +$244K +12,765 New
PAG
82
Private Advisor Group
New Jersey
$238K +$10.2K +536 +4%
LNC
83
Lincoln National Corp
Pennsylvania
$233K – – –
RJT
84
Raymond James Trust
Florida
$227K +$33.6K +1,762 +17%
DC
85
Davenport & Co
Virginia
$218K – – –
DC
86
Destiny Capital
Colorado
$211K – – –
US Bancorp
87
US Bancorp
Minnesota
$205K – – –
EWA
88
EverSource Wealth Advisors
Alabama
$204K – – –
SFG
89
Snider Financial Group
Washington
$201K – – –
HIP
90
HUB Investment Partners
Texas
$198K +$198K +10,341 New
CPIG
91
Chicago Partners Investment Group
Illinois
$197K – – –
PIA
92
Perennial Investment Advisors
California
$196K -$7.79K -408 -4%
GRP
93
Global Retirement Partners
California
$176K +$149K +7,531 +540%
HPC
94
HM Payson & Co
Maine
$162K – – –
BCWM
95
Bartlett & Co Wealth Management
Ohio
$143K – – –
BC
96
Bartlett & Co
Ohio
$143K – – –
UBS Group
97
UBS Group
Switzerland
$111K +$83.4K +4,369 +300%
WWP
98
WR Wealth Planners
Missouri
$95.5K +$95.5K +5,000 New
Morgan Stanley
99
Morgan Stanley
New York
$69.2K – – –
WTC
100
WhitTier Trust Company
Nevada
$68.2K – – –
2 3
4
5 6