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VanEck Merk Gold Trust
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Overview Fund Activity

94 hedge funds and large institutions have $252M invested in VanEck Merk Gold Trust in 2021 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 34 increasing their positions, 21 reducing their positions, and 9 closing their positions.

Holders
94
Holders Change
+3
Holders Change %
+3.3%
% of All Funds
1.65%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
14
Increased
34
Reduced
21
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OPS
1
Orion Portfolio Solutions
Nebraska
$59.7M
2
BCI
2
Brinker Capital Investments
Pennsylvania
$59.7M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$4.88M
4
P
4
Pitcairn
Pennsylvania
$18.7M
5
HF
5
HRT Financial
New York
$1.85M

Top Sellers

1
LSAG
1
Lake Street Advisors Group
New Hampshire
$0
2
Creative Planning
2
Creative Planning
Kansas
$1.27M
3
RJA
3
Raymond James & Associates
Florida
$5.5M
4
IWM
4
IHT Wealth Management
Illinois
$373K
5
WI
5
Wintrust Investments
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BCI
1
Brinker Capital Investments
Pennsylvania
$59.7M 3,491,464 +3,491,464 New
OPS
2
Orion Portfolio Solutions
Nebraska
$59.7M 3,491,464 +3,491,464 New
P
3
Pitcairn
Pennsylvania
$18.7M 1,096,620 +95,808 +10%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$11.2M 657,484 -13,612 -2%
PHS
5
Pekin Hardy Strauss
Illinois
$9.04M 528,688 +2,768 +0.5%
BFG
6
Barber Financial Group
Kansas
$7.97M 466,089 +40,591 +10%
MI
7
Merk Investments
California
$7.09M 414,726 +10,928 +3%
HighTower Advisors
8
HighTower Advisors
Illinois
$5.59M 326,747 -3,195 -1%
RJA
9
Raymond James & Associates
Florida
$5.5M 321,902 -62,588 -16%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$5.3M 309,995 +17,216 +6%
Osaic Holdings
11
Osaic Holdings
Arizona
$4.88M 285,583 +177,582 +164%
WPIC
12
White Pine Investment Company
Michigan
$4.53M 264,975 +3,410 +1%
Ameriprise
13
Ameriprise
Minnesota
$4.5M 263,108 +5,970 +2%
LPL Financial
14
LPL Financial
California
$4.16M 243,189 +28,518 +13%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$3.35M 196,042 +35,487 +22%
PP
16
PDS Planning
Ohio
$2.87M 167,779 -229 -0.1%
SIAP
17
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2.79M 163,365 +10,275 +7%
CWA
18
Capital Wealth Alliance
Arizona
$2.52M 146,456 +2,434 +2%
KAM
19
Knightsbridge Asset Management
California
$2.52M 147,364 +73,756 +100%
SWP
20
Stratos Wealth Partners
Ohio
$1.97M 115,345 +9,615 +9%
HF
21
HRT Financial
New York
$1.85M 108,081 +93,958 +665%
Creative Planning
22
Creative Planning
Kansas
$1.27M 74,321 -74,848 -50%
SPC
23
Sigma Planning Corp
Michigan
$1.11M 64,717 +1,360 +2%
WP
24
WealthSource Partners
California
$1.06M 62,087 +2,995 +5%
TWP
25
Tower Wealth Partners
Pennsylvania
$1.05M 61,601 +916 +2%
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