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VanEck Merk Gold Trust
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Overview Fund Activity

137 hedge funds and large institutions have $456M invested in VanEck Merk Gold Trust in 2024 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 40 increasing their positions, 35 reducing their positions, and 9 closing their positions.

Holders
137
Holders Change
+14
Holders Change %
+11.38%
% of All Funds
1.99%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
27
Increased
40
Reduced
35
Closed
9
Calls
$162K
Puts
$229K
Net Calls
-$67K
Net Calls Change
-$1.06M

Top Buyers

1
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$33.6M
2
WA
2
Wealthstar Advisors
Texas
$9.21M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$16.8M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$15.7M
5
P
5
Pitcairn
Pennsylvania
$33M

Top Sellers

1
SAG
1
SageView Advisory Group
California
$0
2
MCM
2
Morton Capital Management
California
$100M
3
IGWM
3
ICA Group Wealth Management
Colorado
$17.5K
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$4.01M
5
LA
5
Lifeworks Advisors
Michigan
$6.29M
Name Holding Trade Value Shares
Change 		Shares
Change %
ASN
76
Advisory Services Network
Georgia
$344K +$344K +15,298 New
Janney Montgomery Scott
77
Janney Montgomery Scott
Pennsylvania
$342K – – –
PCP
78
Proficio Capital Partners
Massachusetts
$328K – – –
FIA
79
Foundations Investment Advisors
Arizona
$317K +$317K +14,118 New
SMC
80
Smith, Moore & Co
Missouri
$312K – – –
RDFA
81
Ritter Daniher Financial Advisory
Ohio
$306K – – –
WCP
82
Wick Capital Partners
Pennsylvania
$301K +$301K +13,411 New
WMWM
83
Whitaker-Myers Wealth Managers
Ohio
$301K +$44.7K +1,991 +17%
OPS
84
Orion Portfolio Solutions
Nebraska
$295K +$295K +13,150 New
BCI
85
Brinker Capital Investments
Pennsylvania
$295K +$295K +13,150 New
SPAS
86
Spectrum Planning & Advisory Services
California
$290K +$290K +12,901 New
WIM
87
Warwick Investment Management
Texas
$283K +$283K +12,615 New
CB
88
Cadence Bank
Mississippi
$280K -$12K -534 -4%
PAG
89
Private Advisor Group
New Jersey
$275K -$28.6K -1,274 -9%
Mariner
90
Mariner
Kansas
$269K -$232K -10,327 -46%
DC
91
Davenport & Co
Virginia
$256K – – –
EWA
92
EverSource Wealth Advisors
Alabama
$253K – – –
CPIG
93
Chicago Partners Investment Group
Illinois
$252K +$14.5K +626 +6%
DC
94
Destiny Capital
Colorado
$248K – – –
WQ
95
Wealth Quarterback
New Jersey
$248K +$248K +11,037 New
TDC
96
Thompson Davis & Co
Virginia
$245K – – –
US Bancorp
97
US Bancorp
Minnesota
$242K – – –
SFG
98
Snider Financial Group
Washington
$237K – – –
NS
99
NBC Securities
Alabama
$233K – – –
PIA
100
Perennial Investment Advisors
California
$231K – – –
2 3
4
5 6