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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 %
CIA
101
Cape Investment Advisory
Georgia
$222K -$31.8K -1,418 -13%
BCM
102
Brookstone Capital Management
Illinois
$218K -$195K -8,208 -47%
CI
103
Chartist Inc
California
$212K +$212K +6,246 New
BPA
104
Beacon Pointe Advisors
California
$203K -$46K -2,050 -18%
HPC
105
HM Payson & Co
Maine
$190K – – –
BCWM
106
Bartlett & Co Wealth Management
Ohio
$168K – – –
Carson Wealth (CWM LLC)
107
Carson Wealth (CWM LLC)
Nebraska
$168K -$2.58K -115 -2%
GWM
108
Geneos Wealth Management
Colorado
$143K +$104K +4,621 +263%
HI
109
Harbour Investments
Wisconsin
$134K -$48.2K -2,148 -26%
OP
110
ORG Partners
Indiana
$127K +$127K +5,623 New
WWP
111
WR Wealth Planners
Missouri
$112K – – –
SFC
112
Strategic Financial Concepts
Texas
$110K +$103K +220,493 +1,531%
BFEC
113
Benjamin F. Edwards & Company
Missouri
$109K – – –
DPW
114
DiNuzzo Private Wealth
Pennsylvania
$109K +$109K +4,845 New
SPIA
115
Steward Partners Investment Advisory
New York
$104K – – –
PS
116
Principal Securities
Iowa
$89.8K -$135K -6,000 -60%
WTC
117
WhitTier Trust Company
Nevada
$80.3K – – –
GRP
118
Global Retirement Partners
California
$66.1K +$472 +21 +0.7%
Wells Fargo
119
Wells Fargo
California
$59.8K +$59.8K +2,664 New
Citadel Advisors
120
Citadel Advisors
Florida
$50K -$652K -29,043 -93%
FNWA
121
Financial Network Wealth Advisors
Utah
$38.2K +$38.2K +1,702 New
AF
122
Advisornet Financial
Minnesota
$35.5K +$35.5K +1,579 New
VAG
123
VisionPoint Advisory Group
Texas
$30.9K +$30.9K +1,375 New
Royal Bank of Canada
124
Royal Bank of Canada
Ontario, Canada
$27K – – –
PMFA
125
Plante Moran Financial Advisors
Michigan
$20.5K – – –
2 3 4
5
6