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VanEck Merk Gold Trust
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Overview Fund Activity

100 hedge funds and large institutions have $364M invested in VanEck Merk Gold Trust in 2021 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 29 increasing their positions, 22 reducing their positions, and 14 closing their positions.

Holders
100
Holders Change
+6
Holders Change %
+6.38%
% of All Funds
1.54%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.09%
New
23
Increased
29
Reduced
22
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MCM
1
Morton Capital Management
California
$82.6M
2
LA
2
Lifeworks Advisors
Michigan
$5.32M
3
LPL Financial
3
LPL Financial
California
$7.72M
4
SWM
4
SFG Wealth Management
Maryland
$3.38M
5
SFS
5
Starfox Financial Services
Texas
$3.18M

Top Sellers

1
P
1
Pitcairn
Pennsylvania
$15.7M
2
WPIC
2
White Pine Investment Company
Michigan
$2.03M
3
HF
3
HRT Financial
New York
$0
4
KAM
4
Knightsbridge Asset Management
California
$1.65M
5
MML Investors Services
5
MML Investors Services
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MCM
1
Morton Capital Management
California
$82.6M 4,647,771 +4,647,771 New
OPS
2
Orion Portfolio Solutions
Nebraska
$62.1M 3,491,464 – –
BCI
3
Brinker Capital Investments
Pennsylvania
$62.1M 3,491,464 – –
P
4
Pitcairn
Pennsylvania
$15.7M 881,353 -215,267 -20%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$11.7M 655,768 -1,716 -0.3%
PHS
6
Pekin Hardy Strauss
Illinois
$9.89M 556,318 +27,630 +5%
BFG
7
Barber Financial Group
Kansas
$8.71M 489,688 +23,599 +5%
LPL Financial
8
LPL Financial
California
$7.72M 434,446 +191,257 +79%
MI
9
Merk Investments
California
$7.46M 419,414 +4,688 +1%
HighTower Advisors
10
HighTower Advisors
Illinois
$6.13M 344,934 +18,187 +6%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$5.58M 313,684 +3,689 +1%
LA
12
Lifeworks Advisors
Michigan
$5.32M 299,184 +299,184 New
Osaic Holdings
13
Osaic Holdings
Arizona
$5.14M 288,974 +3,391 +1%
Ameriprise
14
Ameriprise
Minnesota
$5.12M 290,551 +27,443 +10%
RJA
15
Raymond James & Associates
Florida
$5.08M 285,663 -36,239 -11%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$4.32M 242,749 +46,707 +24%
SWM
17
SFG Wealth Management
Maryland
$3.38M 189,966 +189,966 New
VanEck Associates
18
VanEck Associates
New York
$3.2M 179,670 +143,727 +400%
SFS
19
Starfox Financial Services
Texas
$3.18M 177,203 +177,203 New
SIAP
20
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$3.1M 174,515 +11,150 +7%
PP
21
PDS Planning
Ohio
$2.98M 167,778 -1 -0%
FFM
22
Forum Financial Management
Illinois
$2.89M 162,323 +162,323 New
Jane Street
23
Jane Street
New York
$2.68M 150,949 +150,949 New
CWA
24
Capital Wealth Alliance
Arizona
$2.68M 150,786 +4,330 +3%
WPIC
25
White Pine Investment Company
Michigan
$2.03M 114,071 -150,904 -57%
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