OUNZ icon

VanEck Merk Gold Trust
OUNZ

Overview Fund Activity

123 hedge funds and large institutions have $412M invested in VanEck Merk Gold Trust in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 38 increasing their positions, 28 reducing their positions, and 18 closing their positions.

Holders
123
Holders Change
-6
Holders Change %
-4.65%
% of All Funds
1.78%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.1%
New
15
Increased
38
Reduced
28
Closed
18
Calls
$1.01M
Puts
$13K
Net Calls
+$997K
Net Calls Change
+$1.05M

Top Buyers

1
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$15.8M
2
SAG
2
SageView Advisory Group
California
$4.6M
3
AAG
3
Accordant Advisory Group
Maryland
$4.46M
4
AAS
4
Ameritas Advisory Services
Nebraska
$4.7M
5
LPL Financial
5
LPL Financial
California
$34.2M

Top Sellers

1
NA
1
NewEdge Advisors
Louisiana
$358K
2
PMG
2
ProVise Management Group
Florida
$0
3
GBWM
3
Granite Bay Wealth Management
New Hampshire
$0
4
Renaissance Technologies
4
Renaissance Technologies
New York
$1.38M
5
SWM
5
SFG Wealth Management
Maryland
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MCM
1
Morton Capital Management
California
$97.3M 4,529,103 +91,986 +2%
LPL Financial
2
LPL Financial
California
$34.2M 1,593,658 +95,757 +6%
P
3
Pitcairn
Pennsylvania
$27.8M 1,294,594 +67,561 +6%
VanEck Associates
4
VanEck Associates
New York
$19.5M 907,502 -7,461 -0.8%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$15.8M 735,870 +735,870 New
CAN
6
Cetera Advisor Networks
California
$14.7M 682,989 -3,003 -0.4%
Ameriprise
7
Ameriprise
Minnesota
$10.7M 496,391 -8,739 -2%
MWM
8
Modern Wealth Management
Kansas
$9.58M 445,985 +69,345 +18%
SFS
9
Starfox Financial Services
Texas
$9.5M 412,130 +8,401 +2%
PHS
10
Pekin Hardy Strauss
Illinois
$9.2M 428,251 -5,891 -1%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$8.81M 410,291 +2,493 +0.6%
EPAM
12
Euro Pacific Asset Management
Puerto Rico
$8.61M 397,164 +50,392 +15%
Wealth Enhancement Advisory Services
13
Wealth Enhancement Advisory Services
Minnesota
$7.56M 351,807 +54,610 +18%
HighTower Advisors
14
HighTower Advisors
Illinois
$7.29M 339,340 -23,235 -6%
LA
15
Lifeworks Advisors
Michigan
$6.95M 323,445 -11,662 -3%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$6.25M 290,893 -5,991 -2%
MML Investors Services
17
MML Investors Services
Massachusetts
$5.97M 278,097 +24,365 +10%
MCC
18
Money Concepts Capital
Florida
$5.44M 253,275 -2,179 -0.9%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$4.8M 223,630 -2,433 -1%
AAS
20
Ameritas Advisory Services
Nebraska
$4.7M 211,266 +186,726 +761%
SAG
21
SageView Advisory Group
California
$4.6M 87,932 +87,932 New
RJA
22
Raymond James & Associates
Florida
$4.53M 210,700 +19,500 +10%
AAG
23
Accordant Advisory Group
Maryland
$4.46M 207,485 +207,485 New
IWM
24
IHT Wealth Management
Illinois
$4.35M 202,556 -51,284 -20%
SOS
25
Silver Oak Securities
Tennessee
$4.2M 195,413 -52,531 -21%
1
2 3 4 5