We are live on ! Find out more
OUNZ icon

VanEck Merk Gold Trust

78 hedge funds and large institutions have $98.4M invested in VanEck Merk Gold Trust in 2020 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 23 increasing their positions, 9 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 6

156% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 9

76% more capital invested

Capital invested by funds: $55.8M → $98.4M (+$42.6M)

37% more funds holding

Funds holding: 5778 (+21)

5.11% more ownership

Funds ownership: 19.21%24.32% (+5.1%)

20% less call options, than puts

Call options by funds: $4K | Put options by funds: $5K

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
78
Holders Change
+21
Holders Change %
+36.84%
% of All Funds
1.57%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
27
Increased
23
Reduced
9
Closed
6
Calls
$4K
Puts
$5K
Net Calls
-$1K
Net Calls Change
-$1K
Name Holding Trade Value Shares
Change
Change in
Stake
P
1
Pitcairn
Pennsylvania
$11.7M +$11.9M +637,438 New
MI
2
Merk Investments
California
$9.43M +$206K +11,029 +2%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$7.04M +$5.29M +283,296 +285%
HighTower Advisors
4
HighTower Advisors
Illinois
$5.59M +$307K +16,455 +6%
Ameriprise
5
Ameriprise
Minnesota
$5.01M +$1.09M +58,506 +27%
RJA
6
Raymond James & Associates
Florida
$4.94M +$2.52M +135,215 +101%
MA
7
Mutual Advisors
Nebraska
$4.77M +$4.84M +259,491 New
WPIC
8
White Pine Investment Company
Michigan
$4.48M +$134K +7,185 +3%
PP
9
PDS Planning
Ohio
$2.63M -$474K -25,367 -15%
CWA
10
Capital Wealth Alliance
Arizona
$2.52M -$317K -16,960 -11%
Osaic Holdings
11
Osaic Holdings
Arizona
$2.37M +$637K +34,125 +36%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$2.09M +$683K +36,577 +47%
AWM
13
AE Wealth Management
Kansas
$1.98M +$2.01M +107,554 New
SS
14
Simplicity Solutions
Minnesota
$1.79M +$1.82M +97,481 New
PHS
15
Pekin Hardy Strauss
Illinois
$1.66M -$18.7K -1,000 -1%
CG
16
Cutler Group
California
$1.62M +$1.64M +87,901 New
SIAP
17
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.6M +$541K +28,990 +50%
IAN
18
Integrated Advisors Network
Texas
$1.6M -$139K -7,464 -8%
LSAG
19
Lake Street Advisors Group
New Hampshire
$1.47M +$1.49M +79,641 New
BFG
20
Barber Financial Group
Kansas
$1.38M +$1.4M +74,815 New
LPL Financial
21
LPL Financial
California
$1.28M +$408K +21,847 +46%
VC
22
Veracity Capital
Georgia
$1.23M -$903K -48,352 -42%
HH
23
Hilltop Holdings
Texas
$1.18M -$56.7K -3,036 -5%
SBSB
24
Sullivan, Bruyette, Speros & Blaney
Virginia
$1.12M +$688K +36,875 +152%
WP
25
WealthSource Partners
California
$1.08M -$411 -22 -0%