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VanEck Merk Gold Trust
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Overview Fund Activity

30 hedge funds and large institutions have $21.7M invested in VanEck Merk Gold Trust in 2018 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 3 increasing their positions, 7 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
30
Holders Change
+7
Holders Change %
+30.43%
% of All Funds
0.69%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
3
Reduced
7
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WP
WealthSource Partners
California
+$682K
2
Ameriprise
Ameriprise
Minnesota
+$555K
3
PHS
Pekin Hardy Strauss
Illinois
+$395K
4
NL
NWAM LLC
Washington
+$348K
5
WPC
White Pine Capital
Minnesota
+$144K

Top Sellers

1
VF
Virtu Financial
New York
-$3.48M
2
AG
Advisor Group
Arizona
-$109K
3
LPL Financial
LPL Financial
California
-$104K
4
SWP
Stratos Wealth Partners
Ohio
-$50.9K
5
HighTower Advisors
HighTower Advisors
Illinois
-$24.9K
Name Holding Trade Value Shares
Change 		Shares
Change %
PHS
1
Pekin Hardy Strauss
Illinois
$4.28M +$395K +30,250 +10%
HighTower Advisors
2
HighTower Advisors
Illinois
$3.39M -$24.9K -1,906 -0.7%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$3.06M -$3.52K -270 -0.1%
AG
4
Advisor Group
Arizona
$2.38M -$109K -8,390 -4%
FCH
5
Freestone Capital Holdings
Washington
$1.28M +$6.9K +529 +0.5%
LPL Financial
6
LPL Financial
California
$1.09M -$104K -7,961 -9%
VF
7
Virtu Financial
New York
$1.03M -$3.48M -266,501 -77%
EWM
8
Evercore Wealth Management
New York
$979K – – –
SMC
9
Smith, Moore & Co
Missouri
$888K +$58.7K +4,500 +7%
WP
10
WealthSource Partners
California
$682K +$682K +52,233 New
Ameriprise
11
Ameriprise
Minnesota
$555K +$555K +42,495 New
SWP
12
Stratos Wealth Partners
Ohio
$526K -$50.9K -3,900 -9%
NL
13
NWAM LLC
Washington
$348K +$348K +26,692 New
WT
14
Whittier Trust
California
$268K – – –
SFSG
15
Stearns Financial Services Group
North Carolina
$195K – – –
IA
16
IFP Advisors
Florida
$150K – – –
WPC
17
White Pine Capital
Minnesota
$144K +$144K +11,055 New
DC
18
Davenport & Co
Virginia
$136K +$136K +10,450 New
UBS Group
19
UBS Group
Switzerland
$70K +$70K +5,402 New
MA
20
MUFG Americas
New York
$59K – – –
Wells Fargo
21
Wells Fargo
California
$54K – – –
RCAG
22
Rehmann Capital Advisory Group
Michigan
$54K +$54K +4,159 New
GWM
23
Geneos Wealth Management
Colorado
$39K -$5.85K -450 -13%
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$32K – – –
WTC
25
WhitTier Trust Company
Nevada
$26K – – –
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