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VanEck Merk Gold Trust

125 hedge funds and large institutions have $337M invested in VanEck Merk Gold Trust in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 36 increasing their positions, 33 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 12

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

7% more capital invested

Capital invested by funds: $315M → $337M (+$21.9M)

3% more funds holding

Funds holding: 121125 (+4)

9% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 33

0.23% less ownership

Funds ownership: 47%46.76% (-0.23%)

12% less call options, than puts

Call options by funds: $134K | Put options by funds: $153K

Holders
125
Holders Change
+4
Holders Change %
+3.31%
% of All Funds
1.96%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.13%
New
17
Increased
36
Reduced
33
Closed
12
Calls
$134K
Puts
$153K
Net Calls
-$19K
Net Calls Change
-$819K
Name Holding Trade Value Shares
Change
Change in
Stake
MI
76
Merk Investments
California
$270K -$67.8K -3,538 -20%
SMC
77
Smith, Moore & Co
Missouri
$259K +$5.65K +295 +2%
WP
78
WMS Partners
Maryland
$258K +$265K +13,850 New
RDFA
79
Ritter Daniher Financial Advisory
Ohio
$254K
Janney Montgomery Scott
80
Janney Montgomery Scott
Pennsylvania
$253K -$38.2K -1,995 -13%
WCP
81
Wick Capital Partners
Pennsylvania
$248K +$256K +13,340 New
KWM
82
Kingsview Wealth Management
Oregon
$244K -$81.9K -4,273 -25%
SPAS
83
Spectrum Planning & Advisory Services
California
$240K
TDC
84
Thompson Davis & Co
Virginia
$229K -$9.58K -500 -4%
CIA
85
Cape Investment Advisory
Georgia
$225K -$12.7K -664 -5%
DC
86
Davenport & Co
Virginia
$212K
WMWM
87
Whitaker-Myers Wealth Managers
Ohio
$207K +$213K +11,122 New
DC
88
Destiny Capital
Colorado
$206K
Northwestern Mutual Wealth Management
89
Northwestern Mutual Wealth Management
Wisconsin
$201K +$207K +10,817 New
US Bancorp
90
US Bancorp
Minnesota
$200K
EWA
91
EverSource Wealth Advisors
Alabama
$199K
SFG
92
Snider Financial Group
Washington
$196K
WQ
93
Wealth Quarterback
New Jersey
$192K +$198K +10,309 New
CPIG
94
Chicago Partners Investment Group
Illinois
$192K
PIA
95
Perennial Investment Advisors
California
$191K
PAG
96
Private Advisor Group
New Jersey
$187K -$45.9K -2,396 -19%
Carson Wealth (CWM LLC)
97
Carson Wealth (CWM LLC)
Nebraska
$164K -$415K -21,633 -71%
HPC
98
HM Payson & Co
Maine
$158K
GRP
99
Global Retirement Partners
California
$140K -$26.7K -1,395 -16%
BC
100
Bartlett & Co
Ohio
$140K