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VanEck Merk Gold Trust
OUNZ

148 hedge funds and large institutions have $527M invested in VanEck Merk Gold Trust in 2024 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 54 increasing their positions, 34 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

280% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 5

59% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 34

54% more call options, than puts

Call options by funds: $914K | Put options by funds: $592K

15% more capital invested

Capital invested by funds: $456M → $527M (+$70.7M)

8% more funds holding

Funds holding: 137 → 148 (+11)

1.84% less ownership

Funds ownership: 47.94% → 46.11% (-1.8%)

14% less funds holding in top 10

Funds holding in top 10: 7 → 6 (-1)

Holders
148
Holders Change
+11
Holders Change %
+8.03%
% of All Funds
2.13%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
19
Increased
54
Reduced
34
Closed
5
Calls
$914K
Puts
$592K
Net Calls
+$322K
Net Calls Change
+$389K

Top Buyers

1
LPL Financial
LPL Financial
California
+$7.1M
2
SOS
Silver Oak Securities
Tennessee
+$2.22M
3
Renaissance Technologies
Renaissance Technologies
New York
+$2.04M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.69M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$1.41M

Top Sellers

1
SFC
Strategic Financial Concepts
Texas
-$5.38M
2
VanEck Associates
VanEck Associates
New York
-$1.9M
3
MCM
Morton Capital Management
California
-$1.69M
4
IWM
IHT Wealth Management
Illinois
-$1.41M
5
HF
HRT Financial
New York
-$1.15M
Name Holding Trade Value Shares
Change 		Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$4.54M +$3.76K +157 +0.1%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$4.5M +$61.4K +2,568 +1%
PP
28
PDS Planning
Ohio
$4.26M – – –
FFM
29
Forum Financial Management
Illinois
$4.07M – – –
CWA
30
Capital Wealth Alliance
Arizona
$3.74M +$29.5K +1,232 +0.8%
GIM
31
Guild Investment Management
California
$3.66M +$232K +9,700 +7%
SMG
32
Smart Money Group
Texas
$3.52M +$116K +4,828 +4%
IWM
33
IHT Wealth Management
Illinois
$3.44M -$1.41M -59,067 -30%
SWP
34
Stratos Wealth Partners
Ohio
$2.51M +$90.9K +3,800 +4%
SWM
35
SFG Wealth Management
Maryland
$2.26M +$1.37M +57,152 +180%
CP
36
Castleview Partners
Texas
$2.07M -$222K -9,271 -10%
FA
37
Faithward Advisors
Pennsylvania
$2.04M +$27.8K +1,161 +1%
OC
38
Oppenheimer & Co
New York
$1.8M -$13.8K -576 -0.8%
UB
39
UMB Bank
Missouri
$1.64M -$130K -5,429 -8%
EWA
40
EP Wealth Advisors
California
$1.58M – – –
Creative Planning
41
Creative Planning
Kansas
$1.48M +$9.38K +392 +0.7%
TNAM
42
Terra Nova Asset Management
New York
$1.41M – – –
TWP
43
Tower Wealth Partners
Pennsylvania
$1.29M +$11.8K +495 +1%
SNB
44
Security National Bank
Nebraska
$1.28M +$25K +1,047 +2%
WIM
45
Warwick Investment Management
Texas
$1.28M +$901K +37,647 +298%
LWM
46
Lyell Wealth Management
California
$1.26M – – –
GIA
47
Gladstone Institutional Advisory
Florida
$1.19M +$1.12M +46,858 New
WA
48
WESPAC Advisors
California
$1.18M – – –
FFA
49
Farther Finance Advisors
California
$1.18M +$609K +25,463 +121%
OIA
50
OneDigital Investment Advisors
Kansas
$1.15M -$174K -7,283 -14%
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OUNZ Hedge Fund Activity: Q3 2024 in Review

148 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in VanEck Merk Gold Trust (OUNZ) for Q3 2024, worth a combined $527M — up 15% from $456M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new OUNZ positions and 5 closed out — a net gain of 14 holders — while 54 added to existing stakes and 34 trimmed.

The largest buyer was LPL Financial, adding an estimated $7.1M. The largest seller was Strategic Financial Concepts, cutting an estimated $5.38M.

  • 148 institutional investors held VanEck Merk Gold Trust (OUNZ) as of Q3 2024, up from 137 in Q2 2024.
  • Funds reported $527M of VanEck Merk Gold Trust stock for Q3 2024, up 15% quarter-over-quarter.
  • 19 funds opened new VanEck Merk Gold Trust positions in Q3 2024 and 5 closed out, a net change of +14 holders.
  • The largest VanEck Merk Gold Trust buyer in Q3 2024 was LPL Financial, an estimated $7.1M added.
  • The largest VanEck Merk Gold Trust seller in Q3 2024 was Strategic Financial Concepts, an estimated $5.38M sold.

Based on aggregated 13F filings for Q3 2024.