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VanEck Merk Gold Trust

129 hedge funds and large institutions have $360M invested in VanEck Merk Gold Trust in 2023 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 25 increasing their positions, 41 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 13

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

8% more capital invested

Capital invested by funds: $335M → $360M (+$25.4M)

2% more funds holding

Funds holding: 126129 (+3)

1.74% less ownership

Funds ownership: 48.29%46.55% (-1.7%)

12% less call options, than puts

Call options by funds: $392K | Put options by funds: $445K

39% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 41

Holders
129
Holders Change
+3
Holders Change %
+2.38%
% of All Funds
1.88%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
18
Increased
25
Reduced
41
Closed
13
Calls
$392K
Puts
$445K
Net Calls
-$53K
Net Calls Change
-$566K
Name Holding Trade Value Shares
Change
Change in
Stake
WP
76
WMS Partners
Maryland
$346K +$51.1K +2,671 +18%
Truist Financial
77
Truist Financial
North Carolina
$328K
MI
78
Merk Investments
California
$320K -$121K -6,349 -28%
PAG
79
Private Advisor Group
New Jersey
$315K -$48.3K -2,523 -14%
BCM
80
Brookstone Capital Management
Illinois
$312K +$299K +15,621 New
Janney Montgomery Scott
81
Janney Montgomery Scott
Pennsylvania
$304K -$6.79K -355 -2%
PCP
82
Proficio Capital Partners
Massachusetts
$291K
SMC
83
Smith, Moore & Co
Missouri
$278K
RDFA
84
Ritter Daniher Financial Advisory
Ohio
$272K
WCP
85
Wick Capital Partners
Pennsylvania
$268K
SPAS
86
Spectrum Planning & Advisory Services
California
$258K
TDC
87
Thompson Davis & Co
Virginia
$236K
BPA
88
Beacon Pointe Advisors
California
$235K -$3.88K -203 -2%
DC
89
Davenport & Co
Virginia
$228K
WMWM
90
Whitaker-Myers Wealth Managers
Ohio
$223K
DC
91
Destiny Capital
Colorado
$221K +$212K +11,060 New
US Bancorp
92
US Bancorp
Minnesota
$215K
EWA
93
EverSource Wealth Advisors
Alabama
$213K
SFG
94
Snider Financial Group
Washington
$210K
CIA
95
Cape Investment Advisory
Georgia
$210K -$30.1K -1,574 -13%
NS
96
NBC Securities
Alabama
$207K -$3.35K -175 -2%
PIA
97
Perennial Investment Advisors
California
$205K
Carson Wealth (CWM LLC)
98
Carson Wealth (CWM LLC)
Nebraska
$203K
PS
99
Principal Securities
Iowa
$200K +$191K +10,000 New
CPIG
100
Chicago Partners Investment Group
Illinois
$199K