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VanEck Merk Gold Trust
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Overview Fund Activity

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.

Holders
129
Holders Change
+3
Holders Change %
+2.38%
% of All Funds
1.89%
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

Top Buyers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$5.93M
2
NA
2
NewEdge Advisors
Louisiana
$5.01M
3
SC
3
Solstein Capital
California
$3.28M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$3.03M
5
SOS
5
Silver Oak Securities
Tennessee
$4.95M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$0
3
FTUS
3
Flow Traders U.S.
New York
$0
4
Osaic Holdings
4
Osaic Holdings
Arizona
$3.39M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$8.14M
Name Market Value Shares Shares
Change 		Shares
Change %
WP
76
WMS Partners
Maryland
$346K 17,316 +2,671 +18%
Truist Financial
77
Truist Financial
North Carolina
$328K 16,436 – –
MI
78
Merk Investments
California
$320K 16,020 -6,349 -28%
PAG
79
Private Advisor Group
New Jersey
$315K 15,765 -2,523 -14%
BCM
80
Brookstone Capital Management
Illinois
$312K 15,621 +15,621 New
Janney Montgomery Scott
81
Janney Montgomery Scott
Pennsylvania
$304K 15,225 -355 -2%
PCP
82
Proficio Capital Partners
Massachusetts
$291K 14,600 – –
SMC
83
Smith, Moore & Co
Missouri
$278K 13,905 – –
RDFA
84
Ritter Daniher Financial Advisory
Ohio
$272K 13,635 – –
WCP
85
Wick Capital Partners
Pennsylvania
$268K 13,411 – –
SPAS
86
Spectrum Planning & Advisory Services
California
$258K 12,901 – –
TDC
87
Thompson Davis & Co
Virginia
$236K 11,815 – –
BPA
88
Beacon Pointe Advisors
California
$235K 11,754 -203 -2%
DC
89
Davenport & Co
Virginia
$228K 11,400 – –
WMWM
90
Whitaker-Myers Wealth Managers
Ohio
$223K 11,149 – –
DC
91
Destiny Capital
Colorado
$221K 11,060 +11,060 New
US Bancorp
92
US Bancorp
Minnesota
$215K 10,754 – –
EWA
93
EverSource Wealth Advisors
Alabama
$213K 10,689 – –
SFG
94
Snider Financial Group
Washington
$210K 10,532 – –
CIA
95
Cape Investment Advisory
Georgia
$210K 10,529 -1,574 -13%
NS
96
NBC Securities
Alabama
$207K 10,416 -175 -2%
PIA
97
Perennial Investment Advisors
California
$205K 10,275 – –
Carson Wealth (CWM LLC)
98
Carson Wealth (CWM LLC)
Nebraska
$203K 10,156 – –
PS
99
Principal Securities
Iowa
$200K 10,000 +10,000 New
CPIG
100
Chicago Partners Investment Group
Illinois
$199K 10,233 – –
2 3
4
5 6