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VanEck Merk Gold Trust
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Overview Fund Activity

110 hedge funds and large institutions have $438M invested in VanEck Merk Gold Trust in 2022 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 36 increasing their positions, 25 reducing their positions, and 8 closing their positions.

Holders
110
Holders Change
+10
Holders Change %
+10%
% of All Funds
1.74%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.13%
New
19
Increased
36
Reduced
25
Closed
8
Calls
$776K
Puts
–
Net Calls
+$776K
Net Calls Change
+$776K

Top Buyers

1
CWM
1
Cadence Wealth Management
Massachusetts
$18.5M
2
VanEck Associates
2
VanEck Associates
New York
$9.32M
3
LPL Financial
3
LPL Financial
California
$13.7M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$10M
5
SOS
5
Silver Oak Securities
Tennessee
$4.29M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
WPIC
2
White Pine Investment Company
Michigan
$0
3
BFG
3
Barber Financial Group
Kansas
$7.2M
4
FTA
4
Financial & Tax Architects
Missouri
$0
5
TNAM
5
Terra Nova Asset Management
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MCM
1
Morton Capital Management
California
$90.7M 4,817,885 +170,114 +4%
BCI
2
Brinker Capital Investments
Pennsylvania
$65.6M 3,484,022 -7,442 -0.2%
OPS
3
Orion Portfolio Solutions
Nebraska
$65.6M 3,484,022 -7,442 -0.2%
CWM
4
Cadence Wealth Management
Massachusetts
$18.5M 482,517 +482,517 New
P
5
Pitcairn
Pennsylvania
$16.6M 881,000 -353 -0%
LPL Financial
6
LPL Financial
California
$13.7M 727,545 +293,099 +67%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$12.8M 679,786 +24,018 +4%
PHS
8
Pekin Hardy Strauss
Illinois
$10.5M 559,728 +3,410 +0.6%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$10M 532,296 +289,547 +119%
VanEck Associates
10
VanEck Associates
New York
$9.32M 494,998 +315,328 +176%
BFG
11
Barber Financial Group
Kansas
$7.2M 382,335 -107,353 -22%
MI
12
Merk Investments
California
$7.06M 374,799 -44,615 -11%
HighTower Advisors
13
HighTower Advisors
Illinois
$6.92M 367,796 +22,862 +7%
Osaic Holdings
14
Osaic Holdings
Arizona
$6.59M 333,343 +44,369 +15%
SFS
15
Starfox Financial Services
Texas
$6.5M 363,938 +186,735 +105%
LA
16
Lifeworks Advisors
Michigan
$6.13M 325,422 +26,238 +9%
RJA
17
Raymond James & Associates
Florida
$5.41M 287,450 +1,787 +0.6%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$5.3M 281,636 -32,048 -10%
Ameriprise
19
Ameriprise
Minnesota
$4.71M 249,979 -40,572 -14%
SOS
20
Silver Oak Securities
Tennessee
$4.29M 227,293 +227,293 New
SWM
21
SFG Wealth Management
Maryland
$4.18M 221,791 +31,825 +17%
SIAP
22
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$3.77M 200,340 +25,825 +15%
SPC
23
Sigma Planning Corp
Michigan
$3.21M 170,575 +134,444 +372%
PP
24
PDS Planning
Ohio
$3.16M 167,778 – –
FFM
25
Forum Financial Management
Illinois
$3.06M 162,323 – –
1
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