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VanEck Merk Gold Trust
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Overview Fund Activity

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.

Holders
125
Holders Change
+4
Holders Change %
+3.31%
% of All Funds
1.97%
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

Top Buyers

1
IWM
1
IHT Wealth Management
Illinois
$11.6M
2
Jane Street
2
Jane Street
New York
$6.59M
3
FS
3
Ferguson Shapiro
Georgia
$4.28M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$1.99M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$3.14M

Top Sellers

1
VanEck Associates
1
VanEck Associates
New York
$19.1M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$0
3
MCC
3
Money Concepts Capital
Florida
$4.62M
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
MCM
5
Morton Capital Management
California
$80.7M
Name Market Value Shares Shares
Change 		Shares
Change %
MI
76
Merk Investments
California
$270K 14,525 -3,538 -20%
SMC
77
Smith, Moore & Co
Missouri
$259K 13,905 +295 +2%
WP
78
WMS Partners
Maryland
$258K 13,850 +13,850 New
RDFA
79
Ritter Daniher Financial Advisory
Ohio
$254K 13,635 – –
Janney Montgomery Scott
80
Janney Montgomery Scott
Pennsylvania
$253K 13,580 -1,995 -13%
WCP
81
Wick Capital Partners
Pennsylvania
$248K 13,340 +13,340 New
KWM
82
Kingsview Wealth Management
Oregon
$244K 13,128 -4,273 -25%
SPAS
83
Spectrum Planning & Advisory Services
California
$240K 12,901 – –
TDC
84
Thompson Davis & Co
Virginia
$229K 12,315 -500 -4%
CIA
85
Cape Investment Advisory
Georgia
$225K 12,101 -664 -5%
DC
86
Davenport & Co
Virginia
$212K 11,400 – –
WMWM
87
Whitaker-Myers Wealth Managers
Ohio
$207K 11,122 +11,122 New
DC
88
Destiny Capital
Colorado
$206K 11,060 – –
Northwestern Mutual Wealth Management
89
Northwestern Mutual Wealth Management
Wisconsin
$201K 10,817 +10,817 New
US Bancorp
90
US Bancorp
Minnesota
$200K 10,754 – –
EWA
91
EverSource Wealth Advisors
Alabama
$199K 10,689 – –
SFG
92
Snider Financial Group
Washington
$196K 10,532 – –
WQ
93
Wealth Quarterback
New Jersey
$192K 10,309 +10,309 New
CPIG
94
Chicago Partners Investment Group
Illinois
$192K 10,233 – –
PIA
95
Perennial Investment Advisors
California
$191K 10,275 – –
PAG
96
Private Advisor Group
New Jersey
$187K 10,056 -2,396 -19%
Carson Wealth (CWM LLC)
97
Carson Wealth (CWM LLC)
Nebraska
$164K 8,810 -21,633 -71%
HPC
98
HM Payson & Co
Maine
$158K 8,479 – –
GRP
99
Global Retirement Partners
California
$140K 7,531 -1,395 -16%
BC
100
Bartlett & Co
Ohio
$140K 7,500 – –
2 3
4
5 6