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VanEck Merk Gold Trust
OUNZ

129 hedge funds and large institutions have $360M invested in VanEck Merk Gold Trust in 2023 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 25 increasing their positions, 41 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 13

20% more funds holding in top 10

Funds holding in top 10: 5 → 6 (+1)

8% more capital invested

Capital invested by funds: $335M → $360M (+$25.4M)

2% more funds holding

Funds holding: 126 → 129 (+3)

1.74% less ownership

Funds ownership: 48.29% → 46.55% (-1.7%)

12% less call options, than puts

Call options by funds: $392K | Put options by funds: $445K

39% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 41

Holders
129
Holders Change
+3
Holders Change %
+2.38%
% of All Funds
1.88%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
18
Increased
25
Reduced
41
Closed
13
Calls
$392K
Puts
$445K
Net Calls
-$53K
Net Calls Change
-$566K

Top Buyers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$5.68M
2
NA
NewEdge Advisors
Louisiana
+$4.88M
3
SC
Solstein Capital
California
+$3.14M
4
Renaissance Technologies
Renaissance Technologies
New York
+$2.91M
5
SOS
Silver Oak Securities
Tennessee
+$2.33M

Top Sellers

1
Jane Street
Jane Street
New York
-$16.3M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$5.5M
3
FTUS
Flow Traders U.S.
New York
-$3.67M
4
Osaic Holdings
Osaic Holdings
Arizona
-$2.97M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$2.15M
Name Holding Trade Value Shares
Change 		Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$3.21M -$269K -14,061 -8%
FFM
27
Forum Financial Management
Illinois
$3.2M – – –
SIC
28
Samalin Investment Counsel
New York
$3.05M -$728K -38,063 -20%
Renaissance Technologies
29
Renaissance Technologies
New York
$3.03M +$2.91M +152,000 New
CWA
30
Capital Wealth Alliance
Arizona
$2.94M +$6.91K +361 +0.2%
DWM
31
Dogwood Wealth Management
Kansas
$2.89M +$2.77M +144,692 New
PMG
32
ProVise Management Group
Florida
$2.57M +$44.1K +2,306 +2%
GBWM
33
Granite Bay Wealth Management
New Hampshire
$2.39M +$38.3K +2,000 +2%
SMG
34
Smart Money Group
Texas
$2.1M +$23.3K +1,220 +1%
SWP
35
Stratos Wealth Partners
Ohio
$1.84M +$7.76K +406 +0.4%
SWM
36
SFG Wealth Management
Maryland
$1.76M -$75K -3,919 -4%
UB
37
UMB Bank
Missouri
$1.4M – – –
OC
38
Oppenheimer & Co
New York
$1.37M -$263K -13,766 -17%
Morgan Stanley
39
Morgan Stanley
New York
$1.25M +$626K +32,735 +110%
EWA
40
EP Wealth Advisors
California
$1.24M +$803K +42,000 +207%
IGWM
41
ICA Group Wealth Management
Colorado
$1.24M +$279K +14,602 +31%
Comerica Bank
42
Comerica Bank
Texas
$1.22M – – –
Creative Planning
43
Creative Planning
Kansas
$1.13M -$10.5K -551 -1%
TNAM
44
Terra Nova Asset Management
New York
$1.11M – – –
CHAM
45
Clear Harbor Asset Management
Connecticut
$1.07M – – –
TWP
46
Tower Wealth Partners
Pennsylvania
$1.07M -$44K -2,298 -4%
CFM
47
Crawford Fund Management
Massachusetts
$1.06M +$1.01M +52,900 New
WA
48
WESPAC Advisors
California
$1.05M – – –
MG
49
Mather Group
Illinois
$998K -$155K -8,114 -14%
WP
50
WealthSource Partners
California
$994K -$1.36K -71 -0.1%
1
2
3 4 5

OUNZ Hedge Fund Activity: Q4 2023 in Review

129 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in VanEck Merk Gold Trust (OUNZ) for Q4 2023, worth a combined $360M — up 7.6% from $335M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new OUNZ positions and 13 closed out — a net gain of 5 holders — while 25 added to existing stakes and 41 trimmed.

The largest buyer was Wealth Enhancement Advisory Services, opening a new position worth an estimated $5.68M. The largest seller was Jane Street, exiting entirely with an estimated $16.3M sold.

  • 129 institutional investors held VanEck Merk Gold Trust (OUNZ) as of Q4 2023, up from 126 in Q3 2023.
  • Funds reported $360M of VanEck Merk Gold Trust stock for Q4 2023, up 7.6% quarter-over-quarter.
  • 18 funds opened new VanEck Merk Gold Trust positions in Q4 2023 and 13 closed out, a net change of +5 holders.
  • The largest VanEck Merk Gold Trust buyer in Q4 2023 was Wealth Enhancement Advisory Services, an estimated $5.68M added.
  • The largest VanEck Merk Gold Trust seller in Q4 2023 was Jane Street, an estimated $16.3M sold.

Based on aggregated 13F filings for Q4 2023.