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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.

New
Increased
Maintained
Reduced
Closed
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 %
HCM
126
Hollencrest Capital Management
California
$19.3K – – –
IGWM
127
ICA Group Wealth Management
Colorado
$17.5K -$1.28M -57,000 -99%
AP
128
Atwood & Palmer
Missouri
$16.8K +$16.8K +749 New
Northwestern Mutual Wealth Management
129
Northwestern Mutual Wealth Management
Wisconsin
$12.9K +$12.9K +575 New
IA
130
IFP Advisors
Florida
$11.1K – – –
National Bank of Canada
131
National Bank of Canada
Quebec, Canada
$10.8K – – –
MSG
132
Main Street Group
Virginia
$6.55K – – –
Fidelity Investments
133
Fidelity Investments
Massachusetts
$5.41K – – –
CFGS
134
Concourse Financial Group Securities
Alabama
$4.38K – – –
SS
135
Sunbelt Securities
Texas
$2.25K – – –
UBS Group
136
UBS Group
Switzerland
$2.25K +$2.25K +100 New
MA
137
Montag & Associates
Georgia
$450 – – –
SAG
138
SageView Advisory Group
California
– -$4.6M -87,932 Closed
LNC
139
Lincoln National Corp
Pennsylvania
– -$712K -33,125 Closed
PPP
140
Private Portfolio Partners
New Jersey
– -$617K -28,740 Closed
IC
141
IEQ Capital
California
– -$439K -20,450 Closed
Susquehanna International Group
142
Susquehanna International Group
Pennsylvania
– -$416K -19,384 Closed
Truist Financial
143
Truist Financial
North Carolina
– -$353K -16,436 Closed
MIM
144
Macroview Investment Management
Maryland
– -$36.5K -1,700 Closed
AssetMark Inc
145
AssetMark Inc
California
– -$2.43K -113 Closed
BNP Paribas Financial Markets
146
BNP Paribas Financial Markets
France
– -$1.89K -88 Closed
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