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VanEck Merk Gold Trust
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Overview Fund Activity

125 hedge funds and large institutions have $337M invested in VanEck Merk Gold Trust in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 36 increasing their positions, 33 reducing their positions, and 12 closing their positions.

Holders
125
Holders Change
+4
Holders Change %
+3.31%
% of All Funds
1.97%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.13%
New
17
Increased
36
Reduced
33
Closed
12
Calls
$134K
Puts
$153K
Net Calls
-$19K
Net Calls Change
-$819K

Top Buyers

1
IWM
1
IHT Wealth Management
Illinois
$11.6M
2
Jane Street
2
Jane Street
New York
$6.59M
3
FS
3
Ferguson Shapiro
Georgia
$4.28M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$1.99M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$3.14M

Top Sellers

1
VanEck Associates
1
VanEck Associates
New York
$19.1M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$0
3
MCC
3
Money Concepts Capital
Florida
$4.62M
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
MCM
5
Morton Capital Management
California
$80.7M
Name Market Value Shares Shares
Change 		Shares
Change %
BCWM
101
Bartlett & Co Wealth Management
Ohio
$140K 7,500 – –
FIA
102
FNY Investment Advisers
New York
$121K 6,509 +6,509 New
WWP
103
WR Wealth Planners
Missouri
$93K 5,000 – –
SPIA
104
Steward Partners Investment Advisory
New York
$83.7K 4,500 +1,300 +41%
WTC
105
WhitTier Trust Company
Nevada
$66.5K 3,575 – –
OP
106
ORG Partners
Indiana
$40K 2,130 +2,130 New
CP
107
Castleview Partners
Texas
$39.3K 2,115 -34 -2%
IA
108
IFP Advisors
Florida
$37.9K 2,038 +1,270 +165%
Wells Fargo
109
Wells Fargo
California
$34K 1,827 – –
HCM
110
Hollencrest Capital Management
California
$33.8K 1,818 – –
PMFA
111
Plante Moran Financial Advisors
Michigan
$33.5K 1,800 – –
GWM
112
Geneos Wealth Management
Colorado
$32.7K 1,760 -12 -0.7%
MIM
113
Macroview Investment Management
Maryland
$31.6K 1,700 – –
BFEC
114
Benjamin F. Edwards & Company
Missouri
$29K 1,536 +617 +67%
Royal Bank of Canada
115
Royal Bank of Canada
Ontario, Canada
$26K 1,439 – –
HI
116
Harbour Investments
Wisconsin
$22.9K 1,233 – –
TWM
117
Tradition Wealth Management
Minnesota
$20K 1,080 +1,080 New
AWM
118
Avior Wealth Management
Nebraska
$19.7K 1,060 – –
LOIP
119
Live Oak Investment Partners
Texas
– – – –
National Bank of Canada
120
National Bank of Canada
Quebec, Canada
$8.92K 480 – –
TRCT
121
Tower Research Capital (TRC)
New York
$5.79K 311 +311 New
Fidelity Investments
122
Fidelity Investments
Massachusetts
$4.52K 243 +243 New
Bank of America
123
Bank of America
North Carolina
$4.39K 236 -20 -8%
AF
124
Advisornet Financial
Minnesota
$2.79K 150 – –
HT
125
Headlands Technologies
Illinois
$1.86K 100 +100 New
2 3 4
5
6