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VanEck Merk Gold Trust
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Overview Fund Activity

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.

Holders
137
Holders Change
+14
Holders Change %
+11.38%
% of All Funds
1.99%
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

Top Buyers

1
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$33.6M
2
WA
2
Wealthstar Advisors
Texas
$9.21M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$16.8M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$15.7M
5
P
5
Pitcairn
Pennsylvania
$33M

Top Sellers

1
SAG
1
SageView Advisory Group
California
$0
2
MCM
2
Morton Capital Management
California
$100M
3
IGWM
3
ICA Group Wealth Management
Colorado
$17.5K
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$4.01M
5
LA
5
Lifeworks Advisors
Michigan
$6.29M
Name Market Value Shares Shares
Change 		Shares
Change %
MCM
1
Morton Capital Management
California
$100M 4,464,873 -64,230 -1%
LPL Financial
2
LPL Financial
California
$37.4M 1,666,871 +73,213 +5%
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$33.6M 1,495,062 +759,192 +103%
P
4
Pitcairn
Pennsylvania
$33M 1,469,962 +175,368 +14%
VanEck Associates
5
VanEck Associates
New York
$19.9M 885,634 -21,868 -2%
Wealth Enhancement Advisory Services
6
Wealth Enhancement Advisory Services
Minnesota
$16.8M 747,171 +395,364 +112%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$15.7M 699,438 +289,147 +70%
Ameriprise
8
Ameriprise
Minnesota
$12.8M 568,686 +72,295 +15%
MWM
9
Modern Wealth Management
Kansas
$9.59M 427,175 -18,810 -4%
WA
10
Wealthstar Advisors
Texas
$9.21M 409,946 +409,946 New
PHS
11
Pekin Hardy Strauss
Illinois
$9.14M 406,740 -21,511 -5%
EPAM
12
Euro Pacific Asset Management
Puerto Rico
$9.07M 400,442 +3,278 +0.8%
HighTower Advisors
13
HighTower Advisors
Illinois
$7.77M 345,960 +6,620 +2%
MML Investors Services
14
MML Investors Services
Massachusetts
$7.05M 313,853 +35,756 +13%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$6.71M 298,552 +7,659 +3%
LA
16
Lifeworks Advisors
Michigan
$6.29M 279,915 -43,530 -13%
RJA
17
Raymond James & Associates
Florida
$5.75M 255,861 +45,161 +21%
MCC
18
Money Concepts Capital
Florida
$5.68M 252,879 -396 -0.2%
Osaic Holdings
19
Osaic Holdings
Arizona
$5.51M 245,264 +51,777 +27%
AAS
20
Ameritas Advisory Services
Nebraska
$5.29M 235,369 +24,103 +11%
AAG
21
Accordant Advisory Group
Maryland
$4.61M 205,417 -2,068 -1%
IWM
22
IHT Wealth Management
Illinois
$4.37M 194,674 -7,882 -4%
SC
23
Solstein Capital
California
$4.32M 192,451 +1,745 +0.9%
SOS
24
Silver Oak Securities
Tennessee
$4.12M 183,385 -12,028 -6%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$4.01M 178,665 -44,965 -20%
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