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VanEck Merk Gold Trust

91 hedge funds and large institutions have $126M invested in VanEck Merk Gold Trust in 2021 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 27 increasing their positions, 26 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 13

10% more capital invested

Capital invested by funds: $115M → $126M (+$11M)

1% more funds holding

Funds holding: 9091 (+1)

4% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 26

0.26% more ownership

Funds ownership: 26.55%26.81% (+0.26%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
91
Holders Change
+1
Holders Change %
+1.11%
% of All Funds
1.58%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
16
Increased
27
Reduced
26
Closed
13
Calls
$5K
Puts
Net Calls
+$5K
Net Calls Change
+$7K
Name Holding Trade Value Shares
Change
Change in
Stake
P
1
Pitcairn
Pennsylvania
$17.2M +$1.78M +100,754 +11%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$11.6M +$6.08M +344,233 +105%
PHS
3
Pekin Hardy Strauss
Illinois
$9.06M -$117K -6,640 -1%
BFG
4
Barber Financial Group
Kansas
$7.33M +$264K +14,935 +4%
MI
5
Merk Investments
California
$6.95M -$299K -16,941 -4%
RJA
6
Raymond James & Associates
Florida
$6.62M -$75.5K -4,272 -1%
HighTower Advisors
7
HighTower Advisors
Illinois
$5.68M -$395K -22,337 -6%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$5.04M +$187K +10,601 +4%
WPIC
9
White Pine Investment Company
Michigan
$4.5M +$111K +6,310 +2%
Ameriprise
10
Ameriprise
Minnesota
$4.43M +$470K +26,611 +12%
LPL Financial
11
LPL Financial
California
$3.7M +$1.57M +88,954 +71%
PP
12
PDS Planning
Ohio
$2.89M -$1.54K -87 -0.1%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$2.77M +$332K +18,771 +13%
SIAP
14
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2.64M +$250K +14,125 +10%
Creative Planning
15
Creative Planning
Kansas
$2.57M +$2.64M +149,169 New
CWA
16
Capital Wealth Alliance
Arizona
$2.54M +$113K +6,386 +5%
Osaic Holdings
17
Osaic Holdings
Arizona
$1.86M -$305K -17,279 -14%
SWP
18
Stratos Wealth Partners
Ohio
$1.82M -$191K -10,808 -9%
LSAG
19
Lake Street Advisors Group
New Hampshire
$1.36M
KAM
20
Knightsbridge Asset Management
California
$1.27M +$1.3M +73,608 New
SPC
21
Sigma Planning Corp
Michigan
$1.09M +$98.4K +5,568 +10%
TWP
22
Tower Wealth Partners
Pennsylvania
$1.04M -$20.1K -1,135 -2%
WP
23
WealthSource Partners
California
$1.02M -$40.2K -2,274 -4%
IAN
24
Integrated Advisors Network
Texas
$983K -$249K -14,106 -20%
IWM
25
IHT Wealth Management
Illinois
$908K +$7.07K +400 +0.8%