We are live on ! Find out more
OUNZ icon

VanEck Merk Gold Trust
OUNZ

121 hedge funds and large institutions have $315M invested in VanEck Merk Gold Trust in 2023 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 38 increasing their positions, 24 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,222% more call options, than puts

Call options by funds: $836K | Put options by funds: $36K

114% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 7

58% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 24

11% more capital invested

Capital invested by funds: $284M → $315M (+$31.8M)

5% more funds holding

Funds holding: 115 → 121 (+6)

0% more funds holding in top 10

Funds holding in top 10: 7 → 7 (0)

0.22% less ownership

Funds ownership: 47.21% → 47% (-0.22%)

Holders
121
Holders Change
+6
Holders Change %
+5.22%
% of All Funds
1.93%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
15
Increased
38
Reduced
24
Closed
7
Calls
$836K
Puts
$36K
Net Calls
+$800K
Net Calls Change
-$192K

Top Buyers

1
CAN
Cetera Advisor Networks
California
+$6.57M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$6.43M
3
LPL Financial
LPL Financial
California
+$4.89M
4
MML Investors Services
MML Investors Services
Massachusetts
+$3.14M
5
RJA
Raymond James & Associates
Florida
+$2.11M

Top Sellers

1
KAM
Knightsbridge Asset Management
California
-$6.57M
2
MCM
Morton Capital Management
California
-$6.16M
3
Osaic Holdings
Osaic Holdings
Arizona
-$3.22M
4
FTUS
Flow Traders U.S.
New York
-$2.19M
5
VanEck Associates
VanEck Associates
New York
-$1.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
HF
26
HRT Financial
New York
$1.91M +$913K +49,757 +99%
SMG
27
Smart Money Group
Texas
$1.84M +$221K +12,042 +14%
NC
28
NewSquare Capital
Pennsylvania
$1.79M -$553K -30,150 -24%
Renaissance Technologies
29
Renaissance Technologies
New York
$1.7M +$1.63M +88,900 New
SIAP
30
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.63M +$20.6K +1,125 +1%
SWP
31
Stratos Wealth Partners
Ohio
$1.6M -$80.4K -4,383 -5%
AWM
32
AE Wealth Management
Kansas
$1.6M +$1.54M +83,810 New
SPC
33
Sigma Planning Corp
Michigan
$1.57M -$388K -21,169 -20%
OC
34
Oppenheimer & Co
New York
$1.57M +$430K +23,465 +40%
MG
35
Mather Group
Illinois
$1.49M -$77.5K -4,226 -5%
UB
36
UMB Bank
Missouri
$1.34M – – –
Creative Planning
37
Creative Planning
Kansas
$1.32M +$224K +12,201 +21%
Osaic Holdings
38
Osaic Holdings
Arizona
$1.28M -$3.22M -175,778 -72%
TWP
39
Tower Wealth Partners
Pennsylvania
$1.11M -$2.53K -138 -0.2%
TNAM
40
Terra Nova Asset Management
New York
$1.06M – – –
WA
41
WESPAC Advisors
California
$1.01M +$113K +6,176 +13%
WP
42
WealthSource Partners
California
$942K -$49.9K -2,719 -5%
CHAM
43
Clear Harbor Asset Management
Connecticut
$933K – – –
KAM
44
Knightsbridge Asset Management
California
$885K -$6.57M -358,061 -89%
WCFA
45
Walkner Condon Financial Advisors
Wisconsin
$841K -$9.94K -542 -1%
BEAM
46
Baker Ellis Asset Management
Washington
$840K +$55K +3,000 +7%
IGWM
47
ICA Group Wealth Management
Colorado
$812K +$31.9K +1,741 +4%
Citadel Advisors
48
Citadel Advisors
Florida
$745K +$716K +39,018 New
IAN
49
Integrated Advisors Network
Texas
$676K – – –
CA
50
Cetera Advisors
Colorado
$625K +$3.28K +179 +0.5%
1
2
3 4 5

OUNZ Hedge Fund Activity: Q1 2023 in Review

121 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in VanEck Merk Gold Trust (OUNZ) for Q1 2023, worth a combined $315M — up 11% from $284M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new OUNZ positions and 7 closed out — a net gain of 8 holders — while 38 added to existing stakes and 24 trimmed.

The largest buyer was Cetera Advisor Networks, adding an estimated $6.57M. The largest seller was Knightsbridge Asset Management, cutting an estimated $6.57M.

  • 121 institutional investors held VanEck Merk Gold Trust (OUNZ) as of Q1 2023, up from 115 in Q4 2022.
  • Funds reported $315M of VanEck Merk Gold Trust stock for Q1 2023, up 11% quarter-over-quarter.
  • 15 funds opened new VanEck Merk Gold Trust positions in Q1 2023 and 7 closed out, a net change of +8 holders.
  • The largest VanEck Merk Gold Trust buyer in Q1 2023 was Cetera Advisor Networks, an estimated $6.57M added.
  • The largest VanEck Merk Gold Trust seller in Q1 2023 was Knightsbridge Asset Management, an estimated $6.57M sold.

Based on aggregated 13F filings for Q1 2023.