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VanEck Merk Gold Trust
OUNZ

86 hedge funds and large institutions have $115M invested in VanEck Merk Gold Trust in 2020 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 26 increasing their positions, 18 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 8

44% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 18

17% more capital invested

Capital invested by funds: $98.4M → $115M (+$16.3M)

10% more funds holding

Funds holding: 78 → 86 (+8)

1.52% more ownership

Funds ownership: 24.32% → 25.84% (+1.5%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
86
Holders Change
+8
Holders Change %
+10.26%
% of All Funds
1.52%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
17
Increased
26
Reduced
18
Closed
8
Calls
$7K
Puts
–
Net Calls
+$7K
Net Calls Change
+$8K

Top Buyers

1
Jane Street
Jane Street
New York
+$10.4M
2
PHS
Pekin Hardy Strauss
Illinois
+$6.59M
3
BFG
Barber Financial Group
Kansas
+$5.08M
4
FTUS
Flow Traders U.S.
New York
+$3.06M
5
VanEck Associates
VanEck Associates
New York
+$2.03M

Top Sellers

1
HighTower Advisors
HighTower Advisors
Illinois
-$5.59M
2
MA
Mutual Advisors
Nebraska
-$4.77M
3
P
Pitcairn
Pennsylvania
-$4.59M
4
SS
Simplicity Solutions
Minnesota
-$1.79M
5
CG
Cutler Group
California
-$1.57M
Name Holding Trade Value Shares
Change 		Change in
Stake
MIAN
26
Mariner Independent Advisor Network
Kansas
$1.07M +$122K +6,670 +13%
TWP
27
Tower Wealth Partners
Pennsylvania
$1.07M +$1.06M +57,916 New
WP
28
WealthSource Partners
California
$1.06M -$28.8K -1,573 -3%
OC
29
Oppenheimer & Co
New York
$912K -$3.82K -209 -0.4%
TNAM
30
Terra Nova Asset Management
New York
$841K +$831K +45,400 New
Stifel Financial
31
Stifel Financial
Missouri
$812K -$81.4K -4,450 -9%
MML Investors Services
32
MML Investors Services
Massachusetts
$779K +$250K +13,680 +48%
IWM
33
IHT Wealth Management
Illinois
$761K +$102K +5,600 +16%
WA
34
WESPAC Advisors
California
$748K – – –
SMC
35
Smith, Moore & Co
Missouri
$686K -$69.9K -3,820 -9%
HIP
36
HUB Investment Partners
Texas
$679K +$675K +36,909 New
MCC
37
Money Concepts Capital
Florida
$652K +$644K +35,192 New
CHAM
38
Clear Harbor Asset Management
Connecticut
$619K – – –
KAM
39
Knightsbridge Asset Management
California
$569K +$198K +10,823 +54%
EPAM
40
Euro Pacific Asset Management
Puerto Rico
$543K +$62.1K +3,393 +13%
GSWM
41
Golden State Wealth Management
California
$506K +$465K +25,433 +1,356%
TWM
42
Titus Wealth Management
California
$466K +$175K +9,550 +61%
AIC
43
Ameritas Investment Company
Nebraska
$430K +$424K +23,196 New
AWE
44
Avidian Wealth Enterprises
Texas
$390K +$24.7K +1,350 +7%
UR
45
USCA RIA
Texas
$377K – – –
IAA
46
Ironsides Asset Advisors
North Carolina
$376K -$54.9K -3,000 -13%
WT
47
Whittier Trust
California
$369K – – –
Bank of New York Mellon
48
Bank of New York Mellon
New York
$363K – – –
Carson Wealth (CWM LLC)
49
Carson Wealth (CWM LLC)
Nebraska
$359K – – –
Truist Financial
50
Truist Financial
North Carolina
$358K -$16.5K -902 -4%
1
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OUNZ Hedge Fund Activity: Q4 2020 in Review

86 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in VanEck Merk Gold Trust (OUNZ) for Q4 2020, worth a combined $115M — up 17% from $98.4M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new OUNZ positions and 8 closed out — a net gain of 9 holders — while 26 added to existing stakes and 18 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $10.4M. The largest seller was HighTower Advisors, exiting entirely with an estimated $5.59M sold.

  • 86 institutional investors held VanEck Merk Gold Trust (OUNZ) as of Q4 2020, up from 78 in Q3 2020.
  • Funds reported $115M of VanEck Merk Gold Trust stock for Q4 2020, up 17% quarter-over-quarter.
  • 17 funds opened new VanEck Merk Gold Trust positions in Q4 2020 and 8 closed out, a net change of +9 holders.
  • The largest VanEck Merk Gold Trust buyer in Q4 2020 was Jane Street, an estimated $10.4M added.
  • The largest VanEck Merk Gold Trust seller in Q4 2020 was HighTower Advisors, an estimated $5.59M sold.

Based on aggregated 13F filings for Q4 2020.