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VanEck Merk Gold Trust
OUNZ

30 hedge funds and large institutions have $21.7M invested in VanEck Merk Gold Trust in 2018 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 3 increasing their positions, 7 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more funds holding

Funds holding: 23 → 30 (+7)

4% less capital invested

Capital invested by funds: $22.7M → $21.7M (-$972K)

1.45% less ownership

Funds ownership: 16.49% → 15.03% (-1.5%)

57% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 7

Holders
30
Holders Change
+7
Holders Change %
+30.43%
% of All Funds
0.69%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
3
Reduced
7
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WP
WealthSource Partners
California
+$684K
2
Ameriprise
Ameriprise
Minnesota
+$556K
3
PHS
Pekin Hardy Strauss
Illinois
+$396K
4
NL
NWAM LLC
Washington
+$350K
5
WPC
White Pine Capital
Minnesota
+$145K

Top Sellers

Rank Fund Capital Flow
1
VF
Virtu Financial
New York
-$3.49M
2
AG
Advisor Group
Arizona
-$110K
3
LPL Financial
LPL Financial
California
-$104K
4
SWP
Stratos Wealth Partners
Ohio
-$51.1K
5
HighTower Advisors
HighTower Advisors
Illinois
-$25K
Name Holding Trade Value Shares
Change 		Change in
Stake
WAP
26
Wealthcare Advisory Partners
Pennsylvania
$10K – – –
MA
27
MCF Advisors
Kentucky
$4K – – –
RFM
28
Royal Fund Management
Florida
$3K – – –
1
2

OUNZ Hedge Fund Activity: Q1 2018 in Review

30 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in VanEck Merk Gold Trust (OUNZ) for Q1 2018, worth a combined $21.7M — down 4.3% from $22.7M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new OUNZ positions and 0 closed out — a net gain of 7 holders — while 3 added to existing stakes and 7 trimmed.

The largest buyer was WealthSource Partners, opening a new position worth an estimated $684K. The largest seller was Virtu Financial, cutting an estimated $3.49M.

  • 30 institutional investors held VanEck Merk Gold Trust (OUNZ) as of Q1 2018, up from 23 in Q4 2017.
  • Funds reported $21.7M of VanEck Merk Gold Trust stock for Q1 2018, down 4.3% quarter-over-quarter.
  • 7 funds opened new VanEck Merk Gold Trust positions in Q1 2018 and 0 closed out, a net change of +7 holders.
  • The largest VanEck Merk Gold Trust buyer in Q1 2018 was WealthSource Partners, an estimated $684K added.
  • The largest VanEck Merk Gold Trust seller in Q1 2018 was Virtu Financial, an estimated $3.49M sold.

Based on aggregated 13F filings for Q1 2018.