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VanEck Merk Gold Trust

137 hedge funds and large institutions have $456M invested in VanEck Merk Gold Trust in 2024 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 40 increasing their positions, 35 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 9

14% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 35

11% more funds holding

Funds holding: 123137 (+14)

11% more capital invested

Capital invested by funds: $412M → $456M (+$44.3M)

0.31% more ownership

Funds ownership: 47.63%47.94% (+0.31%)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

29% less call options, than puts

Call options by funds: $162K | Put options by funds: $229K

Holders
137
Holders Change
+14
Holders Change %
+11.38%
% of All Funds
1.98%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
27
Increased
40
Reduced
35
Closed
9
Calls
$162K
Puts
$229K
Net Calls
-$67K
Net Calls Change
-$1.06M
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
1
Morton Capital Management
California
$100M -$1.45M -64,230 -1%
LPL Financial
2
LPL Financial
California
$37.4M +$1.65M +73,213 +5%
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$33.6M +$17.1M +759,192 +103%
P
4
Pitcairn
Pennsylvania
$33M +$3.96M +175,368 +14%
VanEck Associates
5
VanEck Associates
New York
$19.9M -$494K -21,868 -2%
Wealth Enhancement Advisory Services
6
Wealth Enhancement Advisory Services
Minnesota
$16.8M +$8.93M +395,364 +112%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$15.7M +$6.53M +289,147 +70%
Ameriprise
8
Ameriprise
Minnesota
$12.8M +$1.63M +72,295 +15%
MWM
9
Modern Wealth Management
Kansas
$9.59M -$425K -18,810 -4%
WA
10
Wealthstar Advisors
Texas
$9.21M +$9.26M +409,946 New
PHS
11
Pekin Hardy Strauss
Illinois
$9.14M -$486K -21,511 -5%
EPAM
12
Euro Pacific Asset Management
Puerto Rico
$9.07M +$74K +3,278 +0.8%
HighTower Advisors
13
HighTower Advisors
Illinois
$7.77M +$150K +6,620 +2%
MML Investors Services
14
MML Investors Services
Massachusetts
$7.05M +$808K +35,756 +13%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$6.71M +$173K +7,659 +3%
LA
16
Lifeworks Advisors
Michigan
$6.29M -$983K -43,530 -13%
RJA
17
Raymond James & Associates
Florida
$5.75M +$1.02M +45,161 +21%
MCC
18
Money Concepts Capital
Florida
$5.68M -$8.95K -396 -0.2%
Osaic Holdings
19
Osaic Holdings
Arizona
$5.51M +$1.17M +51,777 +27%
AAS
20
Ameritas Advisory Services
Nebraska
$5.29M +$544K +24,103 +11%
AAG
21
Accordant Advisory Group
Maryland
$4.61M -$46.7K -2,068 -1%
IWM
22
IHT Wealth Management
Illinois
$4.37M -$178K -7,882 -4%
SC
23
Solstein Capital
California
$4.32M +$39.4K +1,745 +0.9%
SOS
24
Silver Oak Securities
Tennessee
$4.12M -$272K -12,028 -6%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$4.01M -$1.02M -44,965 -20%