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VanEck Merk Gold Trust
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Overview Fund Activity

121 hedge funds and large institutions have $315M invested in VanEck Merk Gold Trust in 2023 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 38 increasing their positions, 24 reducing their positions, and 7 closing their positions.

Holders
121
Holders Change
+6
Holders Change %
+5.22%
% of All Funds
1.94%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
15
Increased
38
Reduced
24
Closed
7
Calls
$836K
Puts
$36K
Net Calls
+$800K
Net Calls Change
-$192K

Top Buyers

1
CAN
1
Cetera Advisor Networks
California
$11.5M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$7.1M
3
LPL Financial
3
LPL Financial
California
$29M
4
MML Investors Services
4
MML Investors Services
Massachusetts
$5M
5
RJA
5
Raymond James & Associates
Florida
$4.4M

Top Sellers

1
KAM
1
Knightsbridge Asset Management
California
$885K
2
MCM
2
Morton Capital Management
California
$83.5M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$1.28M
4
FTUS
4
Flow Traders U.S.
New York
$0
5
VanEck Associates
5
VanEck Associates
New York
$24.2M
Name Market Value Shares Shares
Change 		Shares
Change %
MCM
1
Morton Capital Management
California
$83.5M 4,370,421 -335,842 -7%
LPL Financial
2
LPL Financial
California
$29M 1,520,517 +266,867 +21%
P
3
Pitcairn
Pennsylvania
$24.5M 1,282,103 +21,886 +2%
VanEck Associates
4
VanEck Associates
New York
$24.2M 1,264,956 -98,268 -7%
CAN
5
Cetera Advisor Networks
California
$11.5M 601,021 +358,223 +148%
PHS
6
Pekin Hardy Strauss
Illinois
$8.74M 457,712 -27,650 -6%
Ameriprise
7
Ameriprise
Minnesota
$7.98M 417,923 +9,900 +2%
SFS
8
Starfox Financial Services
Texas
$7.24M 366,164 +3,245 +0.9%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$7.1M 371,919 +350,350 +1,624%
LA
10
Lifeworks Advisors
Michigan
$7.04M 368,778 +235 +0.1%
HighTower Advisors
11
HighTower Advisors
Illinois
$6.67M 348,881 -1,027 -0.3%
EPAM
12
Euro Pacific Asset Management
Puerto Rico
$6.12M 314,630 +19,394 +7%
MML Investors Services
13
MML Investors Services
Massachusetts
$5M 261,663 +171,363 +190%
BFG
14
Barber Financial Group
Kansas
$4.58M 239,972 +5,837 +2%
RJA
15
Raymond James & Associates
Florida
$4.4M 230,539 +114,859 +99%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$4.37M 228,788 -13,297 -5%
SOS
17
Silver Oak Securities
Tennessee
$3.77M 197,119 +3,702 +2%
MCC
18
Money Concepts Capital
Florida
$3.47M 302,056 +65,232 +28%
SIC
19
Samalin Investment Counsel
New York
$3.31M 173,158 -767 -0.4%
PP
20
PDS Planning
Ohio
$3.2M 167,778 – –
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$3.09M 161,980 +99,169 +158%
FFM
22
Forum Financial Management
Illinois
$3.06M 160,123 – –
CWA
23
Capital Wealth Alliance
Arizona
$2.93M 153,554 -1,435 -0.9%
SWM
24
SFG Wealth Management
Maryland
$2.57M 134,342 +34,400 +34%
AAS
25
Ameritas Advisory Services
Nebraska
$1.93M 101,102 +101,102 New
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