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VanEck Merk Gold Trust
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Overview Fund Activity

121 hedge funds and large institutions have $315M invested in VanEck Merk Gold Trust in 2023 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 38 increasing their positions, 24 reducing their positions, and 7 closing their positions.

Holders
121
Holders Change
+6
Holders Change %
+5.22%
% of All Funds
1.94%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
15
Increased
38
Reduced
24
Closed
7
Calls
$836K
Puts
$36K
Net Calls
+$800K
Net Calls Change
-$192K

Top Buyers

1
CAN
1
Cetera Advisor Networks
California
$11.5M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$7.1M
3
LPL Financial
3
LPL Financial
California
$29M
4
MML Investors Services
4
MML Investors Services
Massachusetts
$5M
5
RJA
5
Raymond James & Associates
Florida
$4.4M

Top Sellers

1
KAM
1
Knightsbridge Asset Management
California
$885K
2
MCM
2
Morton Capital Management
California
$83.5M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$1.28M
4
FTUS
4
Flow Traders U.S.
New York
$0
5
VanEck Associates
5
VanEck Associates
New York
$24.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPIA
101
Steward Partners Investment Advisory
New York
$61.1K – – –
ASN
102
Advisory Services Network
Georgia
$57.3K – – –
CP
103
Castleview Partners
Texas
$41K -$172 -9 -0.4%
Wells Fargo
104
Wells Fargo
California
$34.9K – – –
HCM
105
Hollencrest Capital Management
California
$34.7K – – –
PMFA
106
Plante Moran Financial Advisors
Michigan
$34.4K – – –
GWM
107
Geneos Wealth Management
Colorado
$33.8K – – –
MIM
108
Macroview Investment Management
Maryland
$32.5K – – –
Royal Bank of Canada
109
Royal Bank of Canada
Ontario, Canada
$28K – – –
HI
110
Harbour Investments
Wisconsin
$23.6K – – –
AWM
111
Avior Wealth Management
Nebraska
$20.2K +$20.2K +1,060 New
BFEC
112
Benjamin F. Edwards & Company
Missouri
$18K – – –
IA
113
IFP Advisors
Florida
$9.78K -$25.5K -2,000 -72%
National Bank of Canada
114
National Bank of Canada
Quebec, Canada
$9.17K – – –
BAM
115
Belpointe Asset Management
Nevada
$6.71K – – –
Bank of America
116
Bank of America
North Carolina
$4.89K +$4.89K +256 New
Commonwealth Equity Services
117
Commonwealth Equity Services
Massachusetts
$4.07K +$3 +144 +0.1%
AF
118
Advisornet Financial
Minnesota
$2.87K – – –
NFSG
119
Newbridge Financial Services Group
Florida
$2.87K – – –
CG
120
Cutler Group
California
$1K – – –
MA
121
Montag & Associates
Georgia
$382 – – –
FTUS
122
Flow Traders U.S.
New York
– -$2.19M -123,509 Closed
Bank of Montreal
123
Bank of Montreal
Ontario, Canada
– -$1.01M -57,000 Closed
DIA
124
Dana Investment Advisors
Wisconsin
– -$449K -25,369 Closed
NA
125
NewEdge Advisors
Louisiana
– -$112K -6,357 Closed
2 3 4
5
6