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VanEck Merk Gold Trust

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.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 26 (+4)

64% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 14

44% more capital invested

Capital invested by funds: $252M → $364M (+$111M)

32% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 22

14.91% more ownership

Funds ownership: 46.64%61.54% (+15%)

6% more funds holding

Funds holding: 94100 (+6)

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
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
1
Morton Capital Management
California
$82.6M +$81.2M +4,647,771 New
BCI
2
Brinker Capital Investments
Pennsylvania
$62.1M
OPS
3
Orion Portfolio Solutions
Nebraska
$62.1M
P
4
Pitcairn
Pennsylvania
$15.7M -$3.76M -215,267 -20%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$11.7M -$30K -1,716 -0.3%
PHS
6
Pekin Hardy Strauss
Illinois
$9.89M +$483K +27,630 +5%
BFG
7
Barber Financial Group
Kansas
$8.71M +$412K +23,599 +5%
LPL Financial
8
LPL Financial
California
$7.72M +$3.34M +191,257 +79%
MI
9
Merk Investments
California
$7.46M +$81.9K +4,688 +1%
HighTower Advisors
10
HighTower Advisors
Illinois
$6.13M +$318K +18,187 +6%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$5.58M +$64.4K +3,689 +1%
LA
12
Lifeworks Advisors
Michigan
$5.32M +$5.23M +299,184 New
Osaic Holdings
13
Osaic Holdings
Arizona
$5.14M +$59.2K +3,391 +1%
Ameriprise
14
Ameriprise
Minnesota
$5.12M +$479K +27,443 +10%
RJA
15
Raymond James & Associates
Florida
$5.08M -$633K -36,239 -11%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$4.32M +$816K +46,707 +24%
SWM
17
SFG Wealth Management
Maryland
$3.38M +$3.32M +189,966 New
VanEck Associates
18
VanEck Associates
New York
$3.19M +$2.51M +143,727 +400%
SFS
19
Starfox Financial Services
Texas
$3.17M +$3.1M +177,203 New
SIAP
20
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$3.1M +$195K +11,150 +7%
PP
21
PDS Planning
Ohio
$2.98M -$17 -1 -0%
FFM
22
Forum Financial Management
Illinois
$2.89M +$2.84M +162,323 New
Jane Street
23
Jane Street
New York
$2.68M +$2.64M +150,949 New
CWA
24
Capital Wealth Alliance
Arizona
$2.68M +$75.6K +4,330 +3%
WPIC
25
White Pine Investment Company
Michigan
$2.03M -$2.64M -150,904 -57%