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VanEck Merk Gold Trust
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Overview Fund Activity

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.

Holders
126
Holders Change
+1
Holders Change %
+0.8%
% of All Funds
2.01%
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

Top Buyers

1
Jane Street
1
Jane Street
New York
$16.3M
2
FTUS
2
Flow Traders U.S.
New York
$3.67M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$5.5M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$5.81M
5
GBWM
5
Granite Bay Wealth Management
New Hampshire
$2.29M

Top Sellers

1
IWM
1
IHT Wealth Management
Illinois
$4.2M
2
FS
2
Ferguson Shapiro
Georgia
$0
3
SWM
3
SFG Wealth Management
Maryland
$1.64M
4
VanEck Associates
4
VanEck Associates
New York
$16.6M
5
SIAP
5
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
WT
76
Whittier Trust
California
$340K 19,035 – –
PAG
77
Private Advisor Group
New Jersey
$327K 18,288 +8,232 +82%
Truist Financial
78
Truist Financial
North Carolina
$294K 16,436 – –
Janney Montgomery Scott
79
Janney Montgomery Scott
Pennsylvania
$279K 15,580 +2,000 +15%
SNB
80
Security National Bank
Nebraska
$265K 14,640 – –
WP
81
WMS Partners
Maryland
$262K 14,645 +795 +6%
PCP
82
Proficio Capital Partners
Massachusetts
$261K 14,600 – –
SMC
83
Smith, Moore & Co
Missouri
$249K 13,905 – –
RDFA
84
Ritter Daniher Financial Advisory
Ohio
$244K 13,635 – –
WCP
85
Wick Capital Partners
Pennsylvania
$240K 13,411 +71 +0.5%
SPAS
86
Spectrum Planning & Advisory Services
California
$231K 12,901 – –
CIA
87
Cape Investment Advisory
Georgia
$217K 12,103 +2 +0%
BPA
88
Beacon Pointe Advisors
California
$214K 11,957 +11,957 New
TDC
89
Thompson Davis & Co
Virginia
$211K 11,815 -500 -4%
DC
90
Davenport & Co
Virginia
$204K 11,400 – –
WMWM
91
Whitaker-Myers Wealth Managers
Ohio
$199K 11,149 +27 +0.2%
DCS
92
Destiny Capital Securities
Colorado
$198K 11,060 +11,060 New
CPIG
93
Chicago Partners Investment Group
Illinois
$195K 10,233 – –
US Bancorp
94
US Bancorp
Minnesota
$192K 10,754 – –
EWA
95
EverSource Wealth Advisors
Alabama
$191K 10,689 – –
NS
96
NBC Securities
Alabama
$189K 10,591 +10,591 New
SFG
97
Snider Financial Group
Washington
$188K 10,532 – –
PIA
98
Perennial Investment Advisors
California
$184K 10,275 – –
Carson Wealth (CWM LLC)
99
Carson Wealth (CWM LLC)
Nebraska
$182K 10,156 +1,346 +15%
UBS Group
100
UBS Group
Switzerland
$155K 8,652 +8,652 New
2 3
4
5 6