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VanEck Merk Gold Trust

112 hedge funds and large institutions have $378M invested in VanEck Merk Gold Trust in 2022 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 25 increasing their positions, 44 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.55% more ownership

Funds ownership: 62.27%63.82% (+1.5%)

0% more funds holding

Funds holding: 112112 (0)

0% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 7

5% less capital invested

Capital invested by funds: $400M → $378M (-$21.3M)

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

43% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 44

Holders
112
Holders Change
Holders Change %
0%
% of All Funds
1.93%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.12%
New
7
Increased
25
Reduced
44
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
1
Morton Capital Management
California
$77.6M +$1.51M +90,188 +2%
BCI
2
Brinker Capital Investments
Pennsylvania
$56.1M -$109K -6,533 -0.2%
OPS
3
Orion Portfolio Solutions
Nebraska
$56.1M -$109K -6,533 -0.2%
VanEck Associates
4
VanEck Associates
New York
$23.1M -$1.41M -84,295 -6%
P
5
Pitcairn
Pennsylvania
$20.4M -$113K -6,762 -0.5%
LPL Financial
6
LPL Financial
California
$18.9M +$4.22M +252,070 +27%
Jane Street
7
Jane Street
New York
$9.38M +$6.52M +389,194 +203%
PHS
8
Pekin Hardy Strauss
Illinois
$7.5M -$1.48M -88,341 -16%
LA
9
Lifeworks Advisors
Michigan
$6.22M +$762K +45,484 +13%
Ameriprise
10
Ameriprise
Minnesota
$5.84M +$327K +19,497 +6%
SFS
11
Starfox Financial Services
Texas
$5.83M -$47K -2,807 -0.8%
HighTower Advisors
12
HighTower Advisors
Illinois
$5.73M -$47.5K -2,833 -0.8%
KAM
13
Knightsbridge Asset Management
California
$5.73M +$2.79M +166,787 +89%
MI
14
Merk Investments
California
$5M -$1.08M -64,506 -17%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$4.12M -$272K -16,230 -6%
Osaic Holdings
16
Osaic Holdings
Arizona
$4.02M +$712K +42,485 +21%
BFG
17
Barber Financial Group
Kansas
$3.91M -$10K -598 -0.2%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$3.4M +$896K +53,509 +34%
Renaissance Technologies
19
Renaissance Technologies
New York
$2.88M +$2.48M +147,900 +485%
PP
20
PDS Planning
Ohio
$2.71M
FFM
21
Forum Financial Management
Illinois
$2.58M -$36.9K -2,200 -1%
EPAM
22
Euro Pacific Asset Management
Puerto Rico
$2.53M +$384K +22,899 +18%
CWA
23
Capital Wealth Alliance
Arizona
$2.5M -$3.35K -200 -0.1%
MML Investors Services
24
MML Investors Services
Massachusetts
$2.27M -$1.35M -80,390 -36%
SOS
25
Silver Oak Securities
Tennessee
$2.25M -$1.15M -68,778 -35%