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VanEck Merk Gold Trust

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.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 13

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

8% more capital invested

Capital invested by funds: $335M → $360M (+$25.4M)

2% more funds holding

Funds holding: 126129 (+3)

1.74% less ownership

Funds ownership: 48.29%46.55% (-1.7%)

12% less call options, than puts

Call options by funds: $392K | Put options by funds: $445K

39% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 41

Holders
129
Holders Change
+3
Holders Change %
+2.38%
% of All Funds
1.88%
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
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
1
Morton Capital Management
California
$88.6M +$1.05M +54,645 +1%
LPL Financial
2
LPL Financial
California
$29.9M -$1.57M -81,831 -5%
P
3
Pitcairn
Pennsylvania
$24.5M -$664K -34,719 -3%
VanEck Associates
4
VanEck Associates
New York
$18.3M -$248K -12,946 -1%
CAN
5
Cetera Advisor Networks
California
$13.7M +$605K +31,612 +5%
Ameriprise
6
Ameriprise
Minnesota
$10.1M -$201K -10,496 -2%
PHS
7
Pekin Hardy Strauss
Illinois
$8.67M -$366K -19,150 -4%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$8.14M -$2.15M -112,258 -22%
SFS
9
Starfox Financial Services
Texas
$8.06M +$507K +26,485 +7%
MWM
10
Modern Wealth Management
Kansas
$7.52M +$7.2M +376,640 New
HighTower Advisors
11
HighTower Advisors
Illinois
$7.24M -$12.5K -652 -0.2%
EPAM
12
Euro Pacific Asset Management
Puerto Rico
$7M -$212K -11,101 -3%
LA
13
Lifeworks Advisors
Michigan
$6.69M -$95K -4,965 -1%
Wealth Enhancement Advisory Services
14
Wealth Enhancement Advisory Services
Minnesota
$5.93M +$5.68M +297,197 New
RJFSA
15
Raymond James Financial Services Advisors
Florida
$5.93M +$198K +10,332 +4%
MCC
16
Money Concepts Capital
Florida
$5.1M +$116K +6,086 +2%
IWM
17
IHT Wealth Management
Illinois
$5.07M +$363K +18,992 +8%
MML Investors Services
18
MML Investors Services
Massachusetts
$5.06M -$832K -43,511 -15%
NA
19
NewEdge Advisors
Louisiana
$5.01M +$4.88M +255,131 New
SOS
20
Silver Oak Securities
Tennessee
$4.95M +$2.33M +122,003 +97%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$4.51M +$172K +9,008 +4%
RJA
22
Raymond James & Associates
Florida
$3.82M -$438K -22,923 -11%
Osaic Holdings
23
Osaic Holdings
Arizona
$3.39M -$2.97M -155,072 -48%
PP
24
PDS Planning
Ohio
$3.35M
SC
25
Solstein Capital
California
$3.28M +$3.14M +164,153 New