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VanEck Merk Gold Trust

40 hedge funds and large institutions have $26.4M invested in VanEck Merk Gold Trust in 2019 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 2 increasing their positions, 11 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 3

42% more capital invested

Capital invested by funds: $18.6M → $26.4M (+$7.84M)

11% more funds holding

Funds holding: 3640 (+4)

2.91% more ownership

Funds ownership: 10.89%13.8% (+2.9%)

82% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 11

Holders
40
Holders Change
+4
Holders Change %
+11.11%
% of All Funds
0.79%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.04%
New
9
Increased
2
Reduced
11
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MI
1
Merk Investments
California
$8.86M +$8.65M +596,412 New
HighTower Advisors
2
HighTower Advisors
Illinois
$3.67M -$49.1K -3,387 -1%
CWA
3
Capital Wealth Alliance
Arizona
$2.95M +$2.76M +190,324 New
PHS
4
Pekin Hardy Strauss
Illinois
$2.63M -$2.12M -146,432 -45%
AG
5
Advisor Group
Arizona
$1.11M -$20.8K -1,436 -2%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$964K
WP
7
WealthSource Partners
California
$960K +$2.51K +173 +0.3%
WA
8
WESPAC Advisors
California
$691K -$229K -15,760 -25%
LPL Financial
9
LPL Financial
California
$563K -$3.54K -244 -0.6%
SMC
10
Smith, Moore & Co
Missouri
$473K -$13.1K -900 -3%
SWP
11
Stratos Wealth Partners
Ohio
$430K -$10.5K -727 -2%
Carson Wealth (CWM LLC)
12
Carson Wealth (CWM LLC)
Nebraska
$359K
LNC
13
Lincoln National Corp
Pennsylvania
$313K +$50.8K +3,500 +20%
WT
14
Whittier Trust
California
$266K
PCP
15
Proficio Capital Partners
Massachusetts
$232K
SFSG
16
Stearns Financial Services Group
North Carolina
$222K
OC
17
Oppenheimer & Co
New York
$204K -$14.5K -1,000 -7%
SBSB
18
Sullivan, Bruyette, Speros & Blaney
Virginia
$200K +$196K +13,479 New
WAP
19
Wealthcare Advisory Partners
Pennsylvania
$172K
RJT
20
Raymond James Trust
Florida
$170K -$5.8K -400 -3%
DC
21
Davenport & Co
Virginia
$169K
UR
22
USCA RIA
Texas
$149K +$145K +10,000 New
ASN
23
Advisory Services Network
Georgia
$121K +$118K +8,150 New
BCWM
24
Bartlett & Co Wealth Management
Ohio
$83.2K
MA
25
MUFG Americas
New York
$67K