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VanEck Merk Gold Trust
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Overview Fund Activity

24 hedge funds and large institutions have $43.5M invested in VanEck Merk Gold Trust in 2016 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 10 increasing their positions, 2 reducing their positions, and 4 closing their positions.

Holders
24
Holders Change
-1
Holders Change %
-4%
% of All Funds
0.64%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
3
Increased
10
Reduced
2
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EWM
1
Evercore Wealth Management
New York
$979K
2
FCH
2
Freestone Capital Holdings
Washington
$499K
3
LPL Financial
3
LPL Financial
California
$793K
4
AWE
4
Avidian Wealth Enterprises
Texas
$29.5M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$3.13M

Top Sellers

1
VF
1
Virtu Financial
New York
$608K
2
VKH
2
Virtu KCG Holdings
New York
$0
3
HighTower Advisors
3
HighTower Advisors
Illinois
$2.76M
4
UBS Group
4
UBS Group
Switzerland
$0
5
JFA
5
JNBA Financial Advisors
Minnesota
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AWE
1
Avidian Wealth Enterprises
Texas
$29.5M 2,260,066 +24,166 +1%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$3.13M 239,700 +23,420 +11%
HighTower Advisors
3
HighTower Advisors
Illinois
$2.76M 210,949 -13,529 -6%
AG
4
Advisor Group
Arizona
$2.5M 191,530 +7,108 +4%
EWM
5
Evercore Wealth Management
New York
$979K 75,020 +75,020 New
RJA
6
Raymond James & Associates
Florida
$865K 66,260 +3,600 +6%
LPL Financial
7
LPL Financial
California
$793K 63,141 +28,885 +84%
VF
8
Virtu Financial
New York
$608K 46,618 -94,747 -67%
SWP
9
Stratos Wealth Partners
Ohio
$563K 43,126 +6,000 +16%
FCH
10
Freestone Capital Holdings
Washington
$499K 38,220 +38,220 New
SPC
11
Sigma Planning Corp
Michigan
$379K 29,010 +350 +1%
WT
12
Whittier Trust
California
$285K 21,870 +6,905 +46%
Creative Planning
13
Creative Planning
Kansas
$212K 16,215 +15,565 +2,395%
PAG
14
Private Advisor Group
New Jersey
$126K 10,000 – –
MFS
15
MSI Financial Services
Massachusetts
$108K 8,250 – –
MA
16
MUFG Americas
New York
$59K 4,504 – –
GWM
17
Geneos Wealth Management
Colorado
$32K 2,500 – –
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$32K 2,442 +2,342 +2,342%
WTC
19
WhitTier Trust Company
Nevada
$26K 2,000 – –
CFN
20
Cordasco Financial Network
Florida
$22K 1,700 – –
WEC
21
Winslow Evans & Crocker
Massachusetts
$10.4K 800 – –
IA
22
IFP Advisors
Florida
$1K 100 +100 New
VKH
23
Virtu KCG Holdings
New York
– – -20,144 Closed
UBS Group
24
UBS Group
Switzerland
– – -2,201 Closed
JFA
25
JNBA Financial Advisors
Minnesota
– – -1,572 Closed
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