VanEck Merk Gold Trust
OUNZ
35 hedge funds and large institutions have $23.1M invested in VanEck Merk Gold Trust in 2019 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 8 reducing their positions, and 4 closing their positions.
25% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 4
11% more capital invested
Capital invested by funds: $20.7M → $23.1M (+$2.32M)
0.84% more ownership
Funds ownership: 14.43% → 15.28% (+0.84%)
0% more funds holding
Funds holding: 35 → 35 (0)
0% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VF
Virtu Financial
New York
|
+$5.94M |
| 2 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$267K |
| 3 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
+$184K |
| 4 |
OC
Oppenheimer & Co
New York
|
+$133K |
| 5 |
WP
WealthSource Partners
San Luis Obispo,
California
|
+$96.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SG Americas Securities
New York
|
-$3.76M |
| 2 |
SMC
Smith, Moore & Co
Clayton,
Missouri
|
-$327K |
| 3 |
Jane Street
New York
|
-$265K |
| 4 |
IA
IFP Advisors
Tampa,
Florida
|
-$146K |
| 5 |
WTC
WhitTier Trust Company
Reno,
Nevada
|
-$68.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WTC
26
WhitTier Trust Company
Reno,
Nevada
| $25K | -$68.7K | -5,370 | -73% |
|
|
RCAG
27
Rehmann Capital Advisory Group
Lansing,
Michigan
| $21K | – | – | – |
|
|
GWM
28
Geneos Wealth Management
Englewood,
Colorado
| $18K | +$6.4K | +500 | +53% |
|
29
UBS Group
Zurich,
Switzerland
| $14K | -$18.4K | -1,437 | -57% |
|
|
AWMS
30
Advocacy Wealth Management Services
Atlanta,
Georgia
| $5K | – | – | – |
|
31
Group One Trading
Chicago,
Illinois
| $4K | – | – | – |
|
|
RFM
32
Royal Fund Management
Lady Lake,
Florida
| $3K | – | – | – |
|
33
Morgan Stanley
New York
| $1K | – | – | – |
|
|
AF
34
Advisornet Financial
Minnetonka,
Minnesota
| $1K | +$1.15K | +90 | New |
|
|
35
SG Americas Securities
New York
| – | -$3.76M | -298,484 | Closed |
|
|
IA
36
IFP Advisors
Tampa,
Florida
| – | -$146K | -11,600 | Closed |
|
|
WAP
37
Wealthcare Advisory Partners
West Chester,
Pennsylvania
| – | -$10K | -800 | Closed |
|
38
BlackRock
New York
| – | -$2K | -165 | Closed |
|
OUNZ Hedge Fund Activity: Q1 2019 in Review
35 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in VanEck Merk Gold Trust (OUNZ) for Q1 2019, worth a combined $23.1M — up 11% from $20.7M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new OUNZ positions and 4 closed out — a net gain of 1 holder — while 8 added to existing stakes and 8 trimmed.
The largest buyer was Virtu Financial, adding an estimated $5.94M. The largest seller was SG Americas Securities, exiting entirely with an estimated $3.76M sold.
- 35 institutional investors held VanEck Merk Gold Trust (OUNZ) as of Q1 2019, unchanged from Q4 2018.
- Funds reported $23.1M of VanEck Merk Gold Trust stock for Q1 2019, up 11% quarter-over-quarter.
- 5 funds opened new VanEck Merk Gold Trust positions in Q1 2019 and 4 closed out, a net change of +1 holder.
- The largest VanEck Merk Gold Trust buyer in Q1 2019 was Virtu Financial, an estimated $5.94M added.
- The largest VanEck Merk Gold Trust seller in Q1 2019 was SG Americas Securities, an estimated $3.76M sold.
Based on aggregated 13F filings for Q1 2019.