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VanEck Merk Gold Trust

162 hedge funds and large institutions have $593M invested in VanEck Merk Gold Trust in 2024 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 56 increasing their positions, 32 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

239% more call options, than puts

Call options by funds: $465K | Put options by funds: $137K

200% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 8

75% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 32

50% more funds holding in top 10

Funds holding in top 10: 69 (+3)

12% more capital invested

Capital invested by funds: $527M → $593M (+$65.8M)

9% more funds holding

Funds holding: 148162 (+14)

3.62% more ownership

Funds ownership: 46.11%49.73% (+3.6%)

Holders
162
Holders Change
+14
Holders Change %
+9.46%
% of All Funds
2.13%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.12%
New
24
Increased
56
Reduced
32
Closed
8
Calls
$465K
Puts
$137K
Net Calls
+$328K
Net Calls Change
+$6K
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
1
Morton Capital Management
California
$108M -$3.27M -127,197 -3%
LPL Financial
2
LPL Financial
California
$44.8M -$5M -194,509 -10%
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$40.7M +$1.4M +54,445 +4%
P
4
Pitcairn
Pennsylvania
$39M +$1.45M +56,623 +4%
VanEck Associates
5
VanEck Associates
New York
$22M +$1.66M +64,556 +8%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$21M +$1.54M +60,054 +8%
Wealth Enhancement Advisory Services
7
Wealth Enhancement Advisory Services
Minnesota
$19.1M -$14.7K -572 -0.1%
MWM
8
Modern Wealth Management
Kansas
$15.9M +$4.62M +179,893 +40%
Ameriprise
9
Ameriprise
Minnesota
$15.6M +$698K +27,185 +5%
Raymond James Financial
10
Raymond James Financial
Florida
$14.4M +$14.6M +569,649 New
FFO
11
Fiduciary Family Office
Florida
$11.6M +$11.8M +459,645 New
NHFG
12
New Harbor Financial Group
Massachusetts
$11.6M +$11.8M +459,645 New
EPAM
13
Euro Pacific Asset Management
Puerto Rico
$11.3M +$820K +31,946 +8%
MML Investors Services
14
MML Investors Services
Massachusetts
$9.7M +$591K +23,004 +6%
SOS
15
Silver Oak Securities
Tennessee
$9.47M +$2.58M +100,304 +36%
KWM
16
Kiker Wealth Management
Georgia
$9.42M +$9.56M +372,367 New
PHS
17
Pekin Hardy Strauss
Illinois
$8.91M -$916K -35,665 -9%
HighTower Advisors
18
HighTower Advisors
Illinois
$8.87M -$34.7K -1,350 -0.4%
AAS
19
Ameritas Advisory Services
Nebraska
$7.06M +$1.38M +53,702 +24%
LA
20
Lifeworks Advisors
Michigan
$6.58M -$336K -13,065 -5%
Osaic Holdings
21
Osaic Holdings
Arizona
$6.34M +$406K +15,808 +7%
MCC
22
Money Concepts Capital
Florida
$6.13M +$92.2K +3,590 +2%
SC
23
Solstein Capital
California
$5.88M
AAG
24
Accordant Advisory Group
Maryland
$5.71M +$258K +10,044 +5%
Jane Street
25
Jane Street
New York
$5.1M +$5.17M +201,440 New