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VanEck Merk Gold Trust
OUNZ

91 hedge funds and large institutions have $126M invested in VanEck Merk Gold Trust in 2021 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 27 increasing their positions, 26 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 13

10% more capital invested

Capital invested by funds: $115M → $126M (+$11M)

1% more funds holding

Funds holding: 90 → 91 (+1)

4% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 26

0.26% more ownership

Funds ownership: 26.55% → 26.81% (+0.26%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
91
Holders Change
+1
Holders Change %
+1.11%
% of All Funds
1.58%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
16
Increased
27
Reduced
26
Closed
13
Calls
$5K
Puts
–
Net Calls
+$5K
Net Calls Change
+$7K

Top Buyers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$6.08M
2
Creative Planning
Creative Planning
Kansas
+$2.64M
3
P
Pitcairn
Pennsylvania
+$1.78M
4
LPL Financial
LPL Financial
California
+$1.57M
5
KAM
Knightsbridge Asset Management
California
+$1.3M

Top Sellers

1
IMC Chicago
IMC Chicago
Illinois
-$2.42M
2
FTA
Financial & Tax Architects
Missouri
-$1.1M
3
FTUS
Flow Traders U.S.
New York
-$1.09M
4
NFG
Next Financial Group
Texas
-$751K
5
WA
WESPAC Advisors
California
-$672K
Name Holding Trade Value Shares
Change 		Change in
Stake
MML Investors Services
26
MML Investors Services
Massachusetts
$843K +$111K +6,276 +15%
TNAM
27
Terra Nova Asset Management
New York
$796K +$4.42K +250 +0.5%
EPAM
28
Euro Pacific Asset Management
Puerto Rico
$791K +$31.3K +1,769 +4%
OC
29
Oppenheimer & Co
New York
$762K +$89.3K +5,057 +13%
Stifel Financial
30
Stifel Financial
Missouri
$730K +$8.07K +457 +1%
CHAM
31
Clear Harbor Asset Management
Connecticut
$719K +$102K +5,775 +16%
VanEck Associates
32
VanEck Associates
New York
$688K -$332K -18,819 -32%
AIC
33
Ameritas Investment Company
Nebraska
$646K +$662K +37,498 New
SIC
34
Samalin Investment Counsel
New York
$600K +$616K +34,855 New
VC
35
Veracity Capital
Georgia
$545K -$545K -30,858 -49%
LWM
36
Lyell Wealth Management
California
$498K +$510K +28,895 New
GSWM
37
Golden State Wealth Management
California
$475K +$4.95K +280 +1%
PFO
38
Pathstone Family Office
New Jersey
$412K +$422K +23,899 New
BEAM
39
Baker Ellis Asset Management
Washington
$396K – – –
TWM
40
Titus Wealth Management
California
$368K -$33.6K -1,900 -8%
PPP
41
Private Portfolio Partners
New Jersey
$363K +$1.59K +90 +0.4%
Carson Wealth (CWM LLC)
42
Carson Wealth (CWM LLC)
Nebraska
$359K – – –
SRC
43
Shufro Rose & Co
New York
$354K +$26.1K +1,478 +8%
WPC
44
White Pine Capital
Minnesota
$354K +$92.6K +5,241 +35%
Truist Financial
45
Truist Financial
North Carolina
$332K – – –
AWE
46
Avidian Wealth Enterprises
Texas
$329K -$33.9K -1,917 -9%
WT
47
Whittier Trust
California
$328K -$15.5K -875 -4%
APA
48
American Portfolios Advisors
New York
$300K – – –
SMC
49
Smith, Moore & Co
Missouri
$296K -$286K -16,210 -48%
WCFA
50
Walkner Condon Financial Advisors
Wisconsin
$276K +$287K +16,227 New
1
2
3 4 5

OUNZ Hedge Fund Activity: Q2 2021 in Review

91 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in VanEck Merk Gold Trust (OUNZ) for Q2 2021, worth a combined $126M — up 9.6% from $115M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new OUNZ positions and 13 closed out — a net gain of 3 holders — while 27 added to existing stakes and 26 trimmed.

The largest buyer was Commonwealth Equity Services, adding an estimated $6.08M. The largest seller was IMC Chicago, exiting entirely with an estimated $2.42M sold.

  • 91 institutional investors held VanEck Merk Gold Trust (OUNZ) as of Q2 2021, up from 90 in Q1 2021.
  • Funds reported $126M of VanEck Merk Gold Trust stock for Q2 2021, up 9.6% quarter-over-quarter.
  • 16 funds opened new VanEck Merk Gold Trust positions in Q2 2021 and 13 closed out, a net change of +3 holders.
  • The largest VanEck Merk Gold Trust buyer in Q2 2021 was Commonwealth Equity Services, an estimated $6.08M added.
  • The largest VanEck Merk Gold Trust seller in Q2 2021 was IMC Chicago, an estimated $2.42M sold.

Based on aggregated 13F filings for Q2 2021.