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VanEck Merk Gold Trust

57 hedge funds and large institutions have $55.8M invested in VanEck Merk Gold Trust in 2020 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 14 increasing their positions, 6 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 4

133% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 6

65% more capital invested

Capital invested by funds: $33.9M → $55.8M (+$21.9M)

39% more funds holding

Funds holding: 4157 (+16)

3.2% more ownership

Funds ownership: 16%19.21% (+3.2%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
57
Holders Change
+16
Holders Change %
+39.02%
% of All Funds
1.17%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
20
Increased
14
Reduced
6
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MI
1
Merk Investments
California
$8.72M -$1.24M -74,054 -13%
HighTower Advisors
2
HighTower Advisors
Illinois
$4.98M +$367K +21,891 +8%
WPIC
3
White Pine Investment Company
Michigan
$4.11M +$3.96M +236,195 New
Ameriprise
4
Ameriprise
Minnesota
$3.69M +$2.91M +173,920 +437%
PP
5
PDS Planning
Ohio
$2.92M +$2.82M +168,095 New
CWA
6
Capital Wealth Alliance
Arizona
$2.67M -$577K -34,464 -18%
RJA
7
Raymond James & Associates
Florida
$2.32M +$2.24M +133,570 New
VC
8
Veracity Capital
Georgia
$2.01M +$1.57M +93,745 +431%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$1.73M +$33.3K +1,986 +2%
Osaic Holdings
10
Osaic Holdings
Arizona
$1.65M -$485K -28,973 -23%
IAN
11
Integrated Advisors Network
Texas
$1.64M +$1.58M +94,446 New
PHS
12
Pekin Hardy Strauss
Illinois
$1.58M -$255K -15,250 -14%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$1.34M +$1.29M +77,293 New
HH
14
Hilltop Holdings
Texas
$1.17M -$1.23M -73,379 -52%
CFA
15
Carroll Financial Associates
North Carolina
$1.03M +$989K +59,038 New
WP
16
WealthSource Partners
California
$1.02M +$1.31K +78 +0.1%
SIAP
17
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.01M +$975K +58,200 New
LPL Financial
18
LPL Financial
California
$831K +$124K +7,410 +18%
OC
19
Oppenheimer & Co
New York
$781K +$753K +44,949 New
Stifel Financial
20
Stifel Financial
Missouri
$719K +$31.8K +1,900 +5%
SMC
21
Smith, Moore & Co
Missouri
$705K +$156K +9,300 +30%
WA
22
WESPAC Advisors
California
$693K
CHAM
23
Clear Harbor Asset Management
Connecticut
$563K +$543K +32,400 New
Bank of New York Mellon
24
Bank of New York Mellon
New York
$527K +$507K +30,295 New
Jane Street
25
Jane Street
New York
$525K +$506K +30,202 New