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VanEck Merk Gold Trust

112 hedge funds and large institutions have $400M invested in VanEck Merk Gold Trust in 2022 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 32 increasing their positions, 26 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 9

23% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 26

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

2% more funds holding

Funds holding: 110112 (+2)

1.73% less ownership

Funds ownership: 64%62.27% (-1.7%)

9% less capital invested

Capital invested by funds: $438M → $400M (-$38.9M)

Holders
112
Holders Change
+2
Holders Change %
+1.82%
% of All Funds
1.89%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.15%
New
13
Increased
32
Reduced
26
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
1
Morton Capital Management
California
$82.7M -$1.77M -97,425 -2%
BCI
2
Brinker Capital Investments
Pennsylvania
$61.1M
OPS
3
Orion Portfolio Solutions
Nebraska
$61.1M
VanEck Associates
4
VanEck Associates
New York
$26.5M +$18.5M +1,018,769 +206%
P
5
Pitcairn
Pennsylvania
$22.3M +$7.1M +390,642 +44%
LPL Financial
6
LPL Financial
California
$16.1M +$3.51M +192,872 +27%
PHS
7
Pekin Hardy Strauss
Illinois
$9.7M -$115K -6,300 -1%
SFS
8
Starfox Financial Services
Texas
$6.5M
HighTower Advisors
9
HighTower Advisors
Illinois
$6.29M -$166K -9,105 -2%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$6.09M -$3.36M -184,703 -35%
LA
11
Lifeworks Advisors
Michigan
$6.08M +$394K +21,684 +7%
Ameriprise
12
Ameriprise
Minnesota
$6M +$1.68M +92,504 +37%
RJA
13
Raymond James & Associates
Florida
$5.29M +$260K +14,288 +5%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$4.77M -$178K -9,786 -3%
BFG
15
Barber Financial Group
Kansas
$4.26M -$2.53M -139,295 -36%
SPC
16
Sigma Planning Corp
Michigan
$4.2M +$1.26M +69,193 +41%
MML Investors Services
17
MML Investors Services
Massachusetts
$3.88M +$1.17M +64,317 +41%
Osaic Holdings
18
Osaic Holdings
Arizona
$3.62M -$2.31M -126,817 -38%
Jane Street
19
Jane Street
New York
$3.37M +$3.49M +192,049 New
KAM
20
Knightsbridge Asset Management
California
$3.3M +$656K +36,093 +24%
SOS
21
Silver Oak Securities
Tennessee
$3.26M -$592K -32,574 -14%
PP
22
PDS Planning
Ohio
$2.94M
FFM
23
Forum Financial Management
Illinois
$2.85M
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$2.76M -$9.5M -522,165 -77%
CWA
25
Capital Wealth Alliance
Arizona
$2.72M +$5K +275 +0.2%