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VanEck Merk Gold Trust

115 hedge funds and large institutions have $284M invested in VanEck Merk Gold Trust in 2022 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 33 increasing their positions, 32 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

49,600% more call options, than puts

Call options by funds: $994K | Put options by funds: $2K

29% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 14

3% more funds holding

Funds holding: 112115 (+3)

3% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 32

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

16.61% less ownership

Funds ownership: 63.82%47.21% (-17%)

25% less capital invested

Capital invested by funds: $378M → $284M (-$94.5M)

Holders
115
Holders Change
+3
Holders Change %
+2.68%
% of All Funds
1.85%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
18
Increased
33
Reduced
32
Closed
14
Calls
$994K
Puts
$2K
Net Calls
+$992K
Net Calls Change
+$992K
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
1
Morton Capital Management
California
$83.3M -$1.75M -104,385 -2%
VanEck Associates
2
VanEck Associates
New York
$24.1M -$1.11M -66,248 -5%
P
3
Pitcairn
Pennsylvania
$22.3M -$78.3K -4,663 -0.4%
LPL Financial
4
LPL Financial
California
$22.2M +$1.36M +81,163 +7%
PHS
5
Pekin Hardy Strauss
Illinois
$8.59M +$340K +20,275 +4%
Ameriprise
6
Ameriprise
Minnesota
$7.21M +$773K +46,043 +13%
KAM
7
Knightsbridge Asset Management
California
$7.15M +$829K +49,394 +14%
LA
8
Lifeworks Advisors
Michigan
$6.52M -$404K -24,047 -6%
SFS
9
Starfox Financial Services
Texas
$6.42M +$30K +1,788 +0.5%
HighTower Advisors
10
HighTower Advisors
Illinois
$6.19M -$99.9K -5,950 -2%
EPAM
11
Euro Pacific Asset Management
Puerto Rico
$5.24M +$2.4M +142,776 +94%
CAN
12
Cetera Advisor Networks
California
$4.3M +$1.91M +113,642 +88%
Osaic Holdings
13
Osaic Holdings
Arizona
$4.29M -$107K -6,348 -3%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$4.28M -$227K -13,535 -5%
MCC
15
Money Concepts Capital
Florida
$4.19M +$2.18M +129,914 +122%
BFG
16
Barber Financial Group
Kansas
$4.14M -$139K -8,307 -3%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$3.77M +$30.2K +1,798 +0.9%
SOS
18
Silver Oak Securities
Tennessee
$3.42M +$1.13M +67,476 +54%
SIC
19
Samalin Investment Counsel
New York
$3.08M +$1.53M +91,285 +110%
PP
20
PDS Planning
Ohio
$2.97M
FFM
21
Forum Financial Management
Illinois
$2.83M
CWA
22
Capital Wealth Alliance
Arizona
$2.74M
NC
23
NewSquare Capital
Pennsylvania
$2.19M +$3.02K +180 +0.1%
FTUS
24
Flow Traders U.S.
New York
$2.19M +$2.07M +123,509 New
RJA
25
Raymond James & Associates
Florida
$2.05M +$328K +19,536 +20%