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VanEck Merk Gold Trust
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Overview Fund Activity

123 hedge funds and large institutions have $412M invested in VanEck Merk Gold Trust in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 38 increasing their positions, 28 reducing their positions, and 18 closing their positions.

Holders
123
Holders Change
-6
Holders Change %
-4.65%
% of All Funds
1.78%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.1%
New
15
Increased
38
Reduced
28
Closed
18
Calls
$1.01M
Puts
$13K
Net Calls
+$997K
Net Calls Change
+$1.05M

Top Buyers

1
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$15.8M
2
SAG
2
SageView Advisory Group
California
$4.6M
3
AAS
3
Ameritas Advisory Services
Nebraska
$4.7M
4
LPL Financial
4
LPL Financial
California
$34.2M
5
MCM
5
Morton Capital Management
California
$97.3M

Top Sellers

1
NA
1
NewEdge Advisors
Louisiana
$358K
2
PMG
2
ProVise Management Group
Florida
$0
3
GBWM
3
Granite Bay Wealth Management
New Hampshire
$0
4
Renaissance Technologies
4
Renaissance Technologies
New York
$1.38M
5
SWM
5
SFG Wealth Management
Maryland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
NA
76
NewEdge Advisors
Louisiana
$358K -$5.12M -238,449 -93%
Truist Financial
77
Truist Financial
North Carolina
$353K – – –
GIM
78
Guild Investment Management
California
$344K -$85.9K -4,000 -20%
TSS
79
Two Sigma Securities
New York
$328K +$328K +15,249 New
Janney Montgomery Scott
80
Janney Montgomery Scott
Pennsylvania
$327K – – –
PCP
81
Proficio Capital Partners
Massachusetts
$314K – – –
SFC
82
Strategic Financial Concepts
Texas
$309K +$309K +14,405 New
SMC
83
Smith, Moore & Co
Missouri
$299K – – –
RDFA
84
Ritter Daniher Financial Advisory
Ohio
$293K – – –
PAG
85
Private Advisor Group
New Jersey
$291K -$47.8K -2,226 -14%
CB
86
Cadence Bank
Mississippi
$279K -$370K -17,222 -57%
WMWM
87
Whitaker-Myers Wealth Managers
Ohio
$245K +$5.59K +260 +2%
DC
88
Davenport & Co
Virginia
$245K – – –
CIA
89
Cape Investment Advisory
Georgia
$243K +$17K +792 +8%
BPA
90
Beacon Pointe Advisors
California
$239K -$13.9K -645 -5%
DC
91
Destiny Capital
Colorado
$238K – – –
EWA
92
EverSource Wealth Advisors
Alabama
$237K – – –
TDC
93
Thompson Davis & Co
Virginia
$234K -$19.3K -900 -8%
US Bancorp
94
US Bancorp
Minnesota
$231K – – –
CPIG
95
Chicago Partners Investment Group
Illinois
$230K – – –
SFG
96
Snider Financial Group
Washington
$226K – – –
NS
97
NBC Securities
Alabama
$223K – – –
PIA
98
Perennial Investment Advisors
California
$221K – – –
PS
99
Principal Securities
Iowa
$215K – – –
HPC
100
HM Payson & Co
Maine
$182K – – –
2 3
4
5 6