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VanEck Merk Gold Trust
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Overview Fund Activity

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.

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
–

Top Buyers

1
MI
1
Merk Investments
California
$8.86M
2
CWA
2
Capital Wealth Alliance
Arizona
$2.95M
3
SBSB
3
Sullivan, Bruyette, Speros & Blaney
Virginia
$200K
4
UR
4
USCA RIA
Texas
$149K
5
ASN
5
Advisory Services Network
Georgia
$121K

Top Sellers

1
PHS
1
Pekin Hardy Strauss
Illinois
$2.64M
2
VF
2
Virtu Financial
New York
$0
3
Ameriprise
3
Ameriprise
Minnesota
$0
4
FTUS
4
Flow Traders U.S.
New York
$0
5
WA
5
WESPAC Advisors
California
$691K
Name Market Value Shares Shares
Change 		Shares
Change %
MI
1
Merk Investments
California
$8.86M 596,412 +596,412 New
HighTower Advisors
2
HighTower Advisors
Illinois
$3.67M 247,277 -3,387 -1%
CWA
3
Capital Wealth Alliance
Arizona
$2.95M 190,324 +190,324 New
PHS
4
Pekin Hardy Strauss
Illinois
$2.64M 177,468 -146,432 -45%
AG
5
Advisor Group
Arizona
$1.11M 74,975 -1,436 -2%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$964K 64,903 – –
WP
7
WealthSource Partners
California
$960K 64,668 +173 +0.3%
WA
8
WESPAC Advisors
California
$691K 46,533 -15,760 -25%
LPL Financial
9
LPL Financial
California
$563K 37,904 -244 -0.6%
SMC
10
Smith, Moore & Co
Missouri
$473K 31,820 -900 -3%
SWP
11
Stratos Wealth Partners
Ohio
$430K 28,982 -727 -2%
Carson Wealth (CWM LLC)
12
Carson Wealth (CWM LLC)
Nebraska
$359K 20,871 – –
LNC
13
Lincoln National Corp
Pennsylvania
$313K 21,050 +3,500 +20%
WT
14
Whittier Trust
California
$266K 17,910 – –
PCP
15
Proficio Capital Partners
Massachusetts
$232K 15,600 – –
SFSG
16
Stearns Financial Services Group
North Carolina
$222K 14,924 – –
OC
17
Oppenheimer & Co
New York
$204K 13,725 -1,000 -7%
SBSB
18
Sullivan, Bruyette, Speros & Blaney
Virginia
$200K 13,479 +13,479 New
WAP
19
Wealthcare Advisory Partners
Pennsylvania
$172K 11,600 – –
RJT
20
Raymond James Trust
Florida
$170K 11,452 -400 -3%
DC
21
Davenport & Co
Virginia
$169K 11,400 – –
UR
22
USCA RIA
Texas
$149K 10,000 +10,000 New
ASN
23
Advisory Services Network
Georgia
$121K 8,150 +8,150 New
BCWM
24
Bartlett & Co Wealth Management
Ohio
$83.2K 5,600 – –
MA
25
MUFG Americas
New York
$67K 4,504 – –
1
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