OUNZ icon

VanEck Merk Gold Trust
OUNZ

Overview Fund Activity

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.

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
–

Top Buyers

1
VanEck Associates
1
VanEck Associates
New York
$26.5M
2
P
2
Pitcairn
Pennsylvania
$22.3M
3
LPL Financial
3
LPL Financial
California
$16.1M
4
Jane Street
4
Jane Street
New York
$3.37M
5
Ameriprise
5
Ameriprise
Minnesota
$6M

Top Sellers

1
CWM
1
Cadence Wealth Management
Massachusetts
$0
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$2.76M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$6.09M
4
BFG
4
Barber Financial Group
Kansas
$4.26M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$3.62M
Name Market Value Shares Shares
Change 		Shares
Change %
MCM
1
Morton Capital Management
California
$82.7M 4,720,460 -97,425 -2%
BCI
2
Brinker Capital Investments
Pennsylvania
$61.1M 3,484,022 – –
OPS
3
Orion Portfolio Solutions
Nebraska
$61.1M 3,484,022 – –
VanEck Associates
4
VanEck Associates
New York
$26.5M 1,513,767 +1,018,769 +206%
P
5
Pitcairn
Pennsylvania
$22.3M 1,271,642 +390,642 +44%
LPL Financial
6
LPL Financial
California
$16.1M 920,417 +192,872 +27%
PHS
7
Pekin Hardy Strauss
Illinois
$9.7M 553,428 -6,300 -1%
SFS
8
Starfox Financial Services
Texas
$6.5M 363,938 – –
HighTower Advisors
9
HighTower Advisors
Illinois
$6.29M 358,691 -9,105 -2%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$6.09M 347,593 -184,703 -35%
LA
11
Lifeworks Advisors
Michigan
$6.09M 347,106 +21,684 +7%
Ameriprise
12
Ameriprise
Minnesota
$6M 342,483 +92,504 +37%
RJA
13
Raymond James & Associates
Florida
$5.29M 301,738 +14,288 +5%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$4.77M 271,850 -9,786 -3%
BFG
15
Barber Financial Group
Kansas
$4.26M 243,040 -139,295 -36%
SPC
16
Sigma Planning Corp
Michigan
$4.2M 239,768 +69,193 +41%
MML Investors Services
17
MML Investors Services
Massachusetts
$3.88M 221,174 +64,317 +41%
Osaic Holdings
18
Osaic Holdings
Arizona
$3.62M 206,526 -126,817 -38%
Jane Street
19
Jane Street
New York
$3.37M 192,049 +192,049 New
KAM
20
Knightsbridge Asset Management
California
$3.3M 188,208 +36,093 +24%
SOS
21
Silver Oak Securities
Tennessee
$3.26M 194,719 -32,574 -14%
PP
22
PDS Planning
Ohio
$2.94M 167,778 – –
FFM
23
Forum Financial Management
Illinois
$2.85M 162,323 – –
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$2.76M 157,621 -522,165 -77%
CWA
25
Capital Wealth Alliance
Arizona
$2.72M 155,189 +275 +0.2%
1
2 3 4 5