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VanEck Merk Gold Trust

289 hedge funds and large institutions have $1.46B invested in VanEck Merk Gold Trust in 2026 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 98 increasing their positions, 75 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

307% more call options, than puts

Call options by funds: $1.37M | Put options by funds: $338K

263% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 16

31% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 75

23% more capital invested

Capital invested by funds: $1.19B → $1.46B (+$271M)

13% more funds holding

Funds holding: 256289 (+33)

3.31% more ownership

Funds ownership: 48.15%51.46% (+3.3%)

6% less funds holding in top 10

Funds holding in top 10: 1716 (-1)

Holders
289
Holders Change
+33
Holders Change %
+12.89%
% of All Funds
3.56%
Holding in Top 10
16
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.88%
% of All Funds
0.2%
New
58
Increased
98
Reduced
75
Closed
16
Calls
$1.37M
Puts
$338K
Net Calls
+$1.04M
Net Calls Change
+$1.56M
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
26
SFG Wealth Management
Maryland
$11.4M +$3.42M +72,844 +41%
SA
27
Sanctuary Advisors
Indiana
$11.4M -$710K -15,150 -6%
AAS
28
Ameritas Advisory Services
Nebraska
$11.3M -$620K -13,214 -5%
Osaic Holdings
29
Osaic Holdings
Arizona
$11.1M -$7.49M -159,805 -39%
SMG
30
Smart Money Group
Texas
$10.8M +$208K +4,443 +2%
MCC
31
Money Concepts Capital
Florida
$10.4M -$305K -6,511 -3%
DWM
32
Dogwood Wealth Management
Kansas
$10.4M -$151K -3,212 -1%
ASN
33
Advisory Services Network
Georgia
$9.27M +$676K +14,427 +8%
FWP
34
FAS Wealth Partners
Kansas
$9.12M +$2.59M +55,193 +37%
PIA
35
Perennial Investment Advisors
California
$8.23M +$606K +12,926 +8%
SIC
36
Samalin Investment Counsel
New York
$7.97M -$435K -9,283 -5%
PP
37
PDS Planning
Ohio
$7.56M
LA
38
Lifeworks Advisors
Michigan
$7.48M -$909K -19,388 -10%
TCTWM
39
Three Cord True Wealth Management
Pennsylvania
$7.35M +$400K +8,526 +6%
FFA
40
Farther Finance Advisors
California
$7.3M -$1.13M -24,094 -13%
FFM
41
Forum Financial Management
Illinois
$7.21M
CWA
42
Capital Wealth Alliance
Arizona
$6.61M -$4.31K -92 -0.1%
OC
43
Oppenheimer & Co
New York
$6.31M +$256K +5,452 +4%
PFA
44
Petra Financial Advisors
Colorado
$6.24M +$112K +2,379 +2%
Commonwealth Equity Services
45
Commonwealth Equity Services
Massachusetts
$6.06M +$350K +7,457 +6%
MASM
46
MH & Associates Securities Management
California
$5.91M -$68.1K -1,452 -1%
GIM
47
Guild Investment Management
California
$5.54M -$1.02M -21,760 -15%
CF
48
Centaurus Financial
California
$5.18M +$454K +9,688 +9%
PGF
49
Plan Group Financial
Oklahoma
$4.99M +$165K +3,525 +3%
GIA
50
Gladstone Institutional Advisory
Florida
$4.92M -$21.8K -465 -0.4%

OUNZ Hedge Fund Activity: Q1 2026 in Review

289 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in VanEck Merk Gold Trust (OUNZ) for Q1 2026, worth a combined $1.46B — up 23% from $1.19B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new OUNZ positions and 16 closed out — a net gain of 42 holders — while 98 added to existing stakes and 75 trimmed.

The largest buyer was VanEck Associates, adding an estimated $92.5M. The largest seller was JP Morgan Chase, cutting an estimated $17.5M.

  • 289 institutional investors held VanEck Merk Gold Trust (OUNZ) as of Q1 2026, up from 256 in Q4 2025.
  • Funds reported $1.46B of VanEck Merk Gold Trust stock for Q1 2026, up 23% quarter-over-quarter.
  • 58 funds opened new VanEck Merk Gold Trust positions in Q1 2026 and 16 closed out, a net change of +42 holders.
  • The largest VanEck Merk Gold Trust buyer in Q1 2026 was VanEck Associates, an estimated $92.5M added.
  • The largest VanEck Merk Gold Trust seller in Q1 2026 was JP Morgan Chase, an estimated $17.5M sold.

Based on aggregated 13F filings for Q1 2026.