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VanEck Merk Gold Trust

126 hedge funds and large institutions have $335M invested in VanEck Merk Gold Trust in 2023 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 45 increasing their positions, 28 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,052% more call options, than puts

Call options by funds: $538K | Put options by funds: $25K

61% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 28

15% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 13

1.52% more ownership

Funds ownership: 46.76%48.29% (+1.5%)

1% more funds holding

Funds holding: 125126 (+1)

1% less capital invested

Capital invested by funds: $337M → $335M (-$2.3M)

38% less funds holding in top 10

Funds holding in top 10: 85 (-3)

Holders
126
Holders Change
+1
Holders Change %
+0.8%
% of All Funds
2%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.08%
New
15
Increased
45
Reduced
28
Closed
13
Calls
$538K
Puts
$25K
Net Calls
+$513K
Net Calls Change
+$532K
Name Holding Trade Value Shares
Change
Change in
Stake
HPC
101
HM Payson & Co
Maine
$152K
BCWM
102
Bartlett & Co Wealth Management
Ohio
$134K
BC
103
Bartlett & Co
Ohio
$134K
WWP
104
WR Wealth Planners
Missouri
$89.5K
SPIA
105
Steward Partners Investment Advisory
New York
$82.5K +$2.05K +110 +2%
GRP
106
Global Retirement Partners
California
$66.6K -$70K -3,753 -50%
WTC
107
WhitTier Trust Company
Nevada
$63.9K
CP
108
Castleview Partners
Texas
$37.6K -$224 -12 -0.6%
HCM
109
Hollencrest Capital Management
California
$32.5K
PMFA
110
Plante Moran Financial Advisors
Michigan
$32.2K
GWM
111
Geneos Wealth Management
Colorado
$31.5K
MIM
112
Macroview Investment Management
Maryland
$30.4K
BFEC
113
Benjamin F. Edwards & Company
Missouri
$27K
IA
114
IFP Advisors
Florida
$22.7K -$14.3K -768 -38%
SCA
115
Stonebridge Capital Advisors
Minnesota
$22.6K +$23.6K +1,266 New
HI
116
Harbour Investments
Wisconsin
$22.1K
Royal Bank of Canada
117
Royal Bank of Canada
Ontario, Canada
$21K -$4.46K -239 -17%
TWM
118
Tradition Wealth Management
Minnesota
$19K
AWM
119
Avior Wealth Management
Nebraska
$19K
National Bank of Canada
120
National Bank of Canada
Quebec, Canada
$8.41K
AF
121
Advisornet Financial
Minnesota
$2.68K
Bank of America
122
Bank of America
North Carolina
$1.9K -$2.42K -130 -55%
SS
123
Sunbelt Securities
Texas
$1.79K +$1.86K +100 New
Fidelity Investments
124
Fidelity Investments
Massachusetts
$1.66K -$2.8K -150 -62%
BNP Paribas Financial Markets
125
BNP Paribas Financial Markets
France
$805 +$839 +45 New