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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 %
HI
101
Harbour Investments
Wisconsin
$174K +$6.19K +288 +4%
Carson Wealth (CWM LLC)
102
Carson Wealth (CWM LLC)
Nebraska
$163K -$54.6K -2,549 -25%
BCWM
103
Bartlett & Co Wealth Management
Ohio
$161K – – –
WWP
104
WR Wealth Planners
Missouri
$107K +$107K +5,000 New
BFEC
105
Benjamin F. Edwards & Company
Missouri
$104K -$26.6K -1,239 -20%
SPIA
106
Steward Partners Investment Advisory
New York
$99K – – –
WTC
107
WhitTier Trust Company
Nevada
$76.8K – – –
GRP
108
Global Retirement Partners
California
$62.8K -$11.2K -522 -15%
GWM
109
Geneos Wealth Management
Colorado
$37.8K – – –
MIM
110
Macroview Investment Management
Maryland
$36.5K – – –
Royal Bank of Canada
111
Royal Bank of Canada
Ontario, Canada
$26K – – –
PMFA
112
Plante Moran Financial Advisors
Michigan
$19.6K -$19.1K -889 -49%
HCM
113
Hollencrest Capital Management
California
$18.5K – – –
National Bank of Canada
114
National Bank of Canada
Quebec, Canada
$11K – – –
IA
115
IFP Advisors
Florida
$10.6K – – –
MSG
116
Main Street Group
Virginia
$6.25K – – –
Fidelity Investments
117
Fidelity Investments
Massachusetts
$5.18K +$3.44K +160 +198%
CFGS
118
Concourse Financial Group Securities
Alabama
$4.19K +$4.19K +195 New
AssetMark Inc
119
AssetMark Inc
California
$2.43K +$2.43K +113 New
SS
120
Sunbelt Securities
Texas
$2.15K – – –
CG
121
Cutler Group
California
$2K +$2K +100 New
BNP Paribas Financial Markets
122
BNP Paribas Financial Markets
France
$1.89K +$1.89K +88 New
MA
123
Montag & Associates
Georgia
$430 – – –
PMG
124
ProVise Management Group
Florida
– -$2.57M -128,639 Closed
GBWM
125
Granite Bay Wealth Management
New Hampshire
– -$2.39M -124,976 Closed
2 3 4
5
6