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VanEck Merk Gold Trust

126 hedge funds and large institutions have $335M invested in VanEck Merk Gold Trust in 2023 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 45 increasing their positions, 28 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,052% more call options, than puts

Call options by funds: $538K | Put options by funds: $25K

61% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 28

15% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 13

1.52% more ownership

Funds ownership: 46.76%48.29% (+1.5%)

1% more funds holding

Funds holding: 125126 (+1)

1% less capital invested

Capital invested by funds: $337M → $335M (-$2.3M)

38% less funds holding in top 10

Funds holding in top 10: 85 (-3)

Holders
126
Holders Change
+1
Holders Change %
+0.8%
% of All Funds
2%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.08%
New
15
Increased
45
Reduced
28
Closed
13
Calls
$538K
Puts
$25K
Net Calls
+$513K
Net Calls Change
+$532K
Name Holding Trade Value Shares
Change
Change in
Stake
WT
76
Whittier Trust
California
$340K
PAG
77
Private Advisor Group
New Jersey
$327K +$154K +8,232 +82%
Truist Financial
78
Truist Financial
North Carolina
$294K
Janney Montgomery Scott
79
Janney Montgomery Scott
Pennsylvania
$279K +$37.3K +2,000 +15%
SNB
80
Security National Bank
Nebraska
$265K
WP
81
WMS Partners
Maryland
$262K +$14.8K +795 +6%
PCP
82
Proficio Capital Partners
Massachusetts
$261K
SMC
83
Smith, Moore & Co
Missouri
$249K
RDFA
84
Ritter Daniher Financial Advisory
Ohio
$244K
WCP
85
Wick Capital Partners
Pennsylvania
$240K +$1.32K +71 +0.5%
SPAS
86
Spectrum Planning & Advisory Services
California
$231K
CIA
87
Cape Investment Advisory
Georgia
$217K +$37 +2 +0%
BPA
88
Beacon Pointe Advisors
California
$214K +$223K +11,957 New
TDC
89
Thompson Davis & Co
Virginia
$211K -$9.33K -500 -4%
DC
90
Davenport & Co
Virginia
$204K
WMWM
91
Whitaker-Myers Wealth Managers
Ohio
$199K +$504 +27 +0.2%
DCS
92
Destiny Capital Securities
Colorado
$198K +$206K +11,060 New
CPIG
93
Chicago Partners Investment Group
Illinois
$195K
US Bancorp
94
US Bancorp
Minnesota
$192K
EWA
95
EverSource Wealth Advisors
Alabama
$191K
NS
96
NBC Securities
Alabama
$189K +$198K +10,591 New
SFG
97
Snider Financial Group
Washington
$188K
PIA
98
Perennial Investment Advisors
California
$184K
Carson Wealth (CWM LLC)
99
Carson Wealth (CWM LLC)
Nebraska
$182K +$25.1K +1,346 +15%
UBS Group
100
UBS Group
Switzerland
$155K +$161K +8,652 New