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VanEck Merk Gold Trust
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Overview Fund Activity

129 hedge funds and large institutions have $360M invested in VanEck Merk Gold Trust in 2023 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 25 increasing their positions, 41 reducing their positions, and 13 closing their positions.

Holders
129
Holders Change
+3
Holders Change %
+2.38%
% of All Funds
1.89%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
18
Increased
25
Reduced
41
Closed
13
Calls
$392K
Puts
$445K
Net Calls
-$53K
Net Calls Change
-$566K

Top Buyers

1
MWM
1
Modern Wealth Management
Kansas
$7.52M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$5.93M
3
NA
3
NewEdge Advisors
Louisiana
$5.01M
4
SC
4
Solstein Capital
California
$3.28M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$3.03M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$0
3
FTUS
3
Flow Traders U.S.
New York
$0
4
Osaic Holdings
4
Osaic Holdings
Arizona
$3.39M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$8.14M
Name Market Value Shares Shares
Change 		Shares
Change %
MCM
1
Morton Capital Management
California
$88.6M 4,437,117 +54,645 +1%
LPL Financial
2
LPL Financial
California
$29.9M 1,497,901 -81,831 -5%
P
3
Pitcairn
Pennsylvania
$24.5M 1,227,033 -34,719 -3%
VanEck Associates
4
VanEck Associates
New York
$18.3M 914,963 -12,946 -1%
CAN
5
Cetera Advisor Networks
California
$13.7M 685,992 +31,612 +5%
Ameriprise
6
Ameriprise
Minnesota
$10.1M 505,130 -10,496 -2%
PHS
7
Pekin Hardy Strauss
Illinois
$8.67M 434,142 -19,150 -4%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$8.14M 407,798 -112,258 -22%
SFS
9
Starfox Financial Services
Texas
$8.06M 403,729 +26,485 +7%
MWM
10
Modern Wealth Management
Kansas
$7.52M 376,640 +376,640 New
HighTower Advisors
11
HighTower Advisors
Illinois
$7.24M 362,575 -652 -0.2%
EPAM
12
Euro Pacific Asset Management
Puerto Rico
$7M 346,772 -11,101 -3%
LA
13
Lifeworks Advisors
Michigan
$6.69M 335,107 -4,965 -1%
Wealth Enhancement Advisory Services
14
Wealth Enhancement Advisory Services
Minnesota
$5.93M 297,197 +297,197 New
RJFSA
15
Raymond James Financial Services Advisors
Florida
$5.93M 296,884 +10,332 +4%
MCC
16
Money Concepts Capital
Florida
$5.1M 255,454 +6,086 +2%
IWM
17
IHT Wealth Management
Illinois
$5.07M 253,840 +18,992 +8%
MML Investors Services
18
MML Investors Services
Massachusetts
$5.06M 253,732 -43,511 -15%
NA
19
NewEdge Advisors
Louisiana
$5.01M 255,131 +255,131 New
SOS
20
Silver Oak Securities
Tennessee
$4.95M 247,944 +122,003 +97%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$4.51M 226,063 +9,008 +4%
RJA
22
Raymond James & Associates
Florida
$3.82M 191,200 -22,923 -11%
Osaic Holdings
23
Osaic Holdings
Arizona
$3.39M 169,667 -155,072 -48%
PP
24
PDS Planning
Ohio
$3.35M 167,778 – –
SC
25
Solstein Capital
California
$3.28M 164,153 +164,153 New
1
2 3 4 5