We are live on ! Find out more
OUNZ icon

VanEck Merk Gold Trust

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.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 8

44% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 25

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

21% more capital invested

Capital invested by funds: $364M → $438M (+$74.9M)

10% more funds holding

Funds holding: 100110 (+10)

2.46% more ownership

Funds ownership: 61.54%64% (+2.5%)

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
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
1
Morton Capital Management
California
$90.7M +$3.11M +170,114 +4%
BCI
2
Brinker Capital Investments
Pennsylvania
$65.6M -$136K -7,442 -0.2%
OPS
3
Orion Portfolio Solutions
Nebraska
$65.6M -$136K -7,442 -0.2%
CWM
4
Cadence Wealth Management
Massachusetts
$18.5M +$8.81M +482,517 New
P
5
Pitcairn
Pennsylvania
$16.6M -$6.45K -353 -0%
LPL Financial
6
LPL Financial
California
$13.7M +$5.35M +293,099 +67%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$12.8M +$439K +24,018 +4%
PHS
8
Pekin Hardy Strauss
Illinois
$10.5M +$62.3K +3,410 +0.6%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$10M +$5.29M +289,547 +119%
VanEck Associates
10
VanEck Associates
New York
$9.32M +$5.76M +315,328 +176%
BFG
11
Barber Financial Group
Kansas
$7.2M -$1.96M -107,353 -22%
MI
12
Merk Investments
California
$7.06M -$815K -44,615 -11%
HighTower Advisors
13
HighTower Advisors
Illinois
$6.92M +$418K +22,862 +7%
Osaic Holdings
14
Osaic Holdings
Arizona
$6.59M +$810K +44,369 +15%
SFS
15
Starfox Financial Services
Texas
$6.5M +$3.41M +186,735 +105%
LA
16
Lifeworks Advisors
Michigan
$6.13M +$479K +26,238 +9%
RJA
17
Raymond James & Associates
Florida
$5.41M +$32.6K +1,787 +0.6%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$5.3M -$585K -32,048 -10%
Ameriprise
19
Ameriprise
Minnesota
$4.71M -$741K -40,572 -14%
SOS
20
Silver Oak Securities
Tennessee
$4.29M +$4.15M +227,293 New
SWM
21
SFG Wealth Management
Maryland
$4.18M +$581K +31,825 +17%
SIAP
22
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$3.77M +$472K +25,825 +15%
SPC
23
Sigma Planning Corp
Michigan
$3.21M +$2.46M +134,444 +372%
PP
24
PDS Planning
Ohio
$3.16M
FFM
25
Forum Financial Management
Illinois
$3.06M