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VanEck Merk Gold Trust

27 hedge funds and large institutions have $19.8M invested in VanEck Merk Gold Trust in 2017 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 3 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 3

41% more capital invested

Capital invested by funds: $14M → $19.8M (+$5.78M)

2.86% more ownership

Funds ownership: 12.42%15.28% (+2.9%)

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

4% less funds holding

Funds holding: 2827 (-1)

Holders
27
Holders Change
-1
Holders Change %
-3.57%
% of All Funds
0.67%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
9
Reduced
3
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PHS
1
Pekin Hardy Strauss
Illinois
$3.72M +$2.36M +195,475 +184%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$3.14M +$155K +12,878 +5%
HighTower Advisors
3
HighTower Advisors
Illinois
$2.74M +$68.8K +5,701 +3%
AG
4
Advisor Group
Arizona
$2.34M -$84.9K -7,036 -4%
VF
5
Virtu Financial
New York
$1.5M +$1.46M +121,245 New
FCH
6
Freestone Capital Holdings
Washington
$1.18M +$77.4K +6,411 +7%
LPL Financial
7
LPL Financial
California
$1.12M +$2.17K +180 +0.2%
EWM
8
Evercore Wealth Management
New York
$925K
SWP
9
Stratos Wealth Partners
Ohio
$575K -$11.4K -941 -2%
Jane Street
10
Jane Street
New York
$569K +$557K +46,127 New
SPC
11
Sigma Planning Corp
Michigan
$343K +$27.8K +2,300 +9%
AI
12
Atria Investments
North Carolina
$293K +$287K +23,797 New
WT
13
Whittier Trust
California
$270K +$95.1K +7,875 +56%
Ameriprise
14
Ameriprise
Minnesota
$241K +$236K +19,576 New
RCAG
15
Rehmann Capital Advisory Group
Michigan
$184K +$181K +14,959 New
AWE
16
Avidian Wealth Enterprises
Texas
$163K -$180K -14,945 -53%
PAG
17
Private Advisor Group
New Jersey
$124K
IA
18
IFP Advisors
Florida
$122K +$118K +9,800 +9,800%
UBS Group
19
UBS Group
Switzerland
$66K +$64.7K +5,357 New
MA
20
MUFG Americas
New York
$56K
GWM
21
Geneos Wealth Management
Colorado
$42K +$5.43K +450 +15%
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$30K
WTC
23
WhitTier Trust Company
Nevada
$25K
AWMS
24
Advocacy Wealth Management Services
Georgia
$5K
RFM
25
Royal Fund Management
Florida
$2K