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VanEck Merk Gold Trust

28 hedge funds and large institutions have $14M invested in VanEck Merk Gold Trust in 2016 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 7 increasing their positions, 3 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 3

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

17% more funds holding

Funds holding: 2428 (+4)

14.64% less ownership

Funds ownership: 27.06%12.42% (-15%)

68% less capital invested

Capital invested by funds: $43.5M → $14M (-$29.5M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
28
Holders Change
+4
Holders Change %
+16.67%
% of All Funds
0.7%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
8
Increased
7
Reduced
3
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
1
Raymond James Financial Services Advisors
Florida
$2.75M +$24K +1,995 +0.8%
HighTower Advisors
2
HighTower Advisors
Illinois
$2.47M +$71.3K +5,914 +3%
AG
3
Advisor Group
Arizona
$2.24M +$61K +5,063 +3%
PHS
4
Pekin Hardy Strauss
Illinois
$1.21M +$1.28M +106,300 New
LPL Financial
5
LPL Financial
California
$1.03M +$326K +27,023 +43%
FCH
6
Freestone Capital Holdings
Washington
$1.01M +$613K +50,845 +133%
EWM
7
Evercore Wealth Management
New York
$854K
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$626K +$663K +55,000 New
SWP
9
Stratos Wealth Partners
Ohio
$542K +$53.6K +4,446 +10%
AWE
10
Avidian Wealth Enterprises
Texas
$321K -$26.9M -2,231,861 -99%
SPC
11
Sigma Planning Corp
Michigan
$291K -$41.7K -3,463 -12%
WT
12
Whittier Trust
California
$159K -$94.9K -7,875 -36%
PAG
13
Private Advisor Group
New Jersey
$118K
MFS
14
MSI Financial Services
Massachusetts
$94K
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$67K +$70.8K +5,875 New
MA
16
MUFG Americas
New York
$51K
GWM
17
Geneos Wealth Management
Colorado
$34K +$6.03K +500 +20%
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$28K
JWM
19
Janiczek Wealth Management
Colorado
$25K +$26.6K +2,204 New
WTC
20
WhitTier Trust Company
Nevada
$23K
JFA
21
JNBA Financial Advisors
Minnesota
$18K +$18.9K +1,572 New
WEC
22
Winslow Evans & Crocker
Massachusetts
$9.11K
AWMS
23
Advocacy Wealth Management Services
Georgia
$4K +$4.65K +386 New
ACS
24
Archford Capital Strategies
Illinois
$3K +$1.81K +150 New
RFM
25
Royal Fund Management
Florida
$2K +$2.86K +237 New