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VanEck Merk Gold Trust
OUNZ

183 hedge funds and large institutions have $734M invested in VanEck Merk Gold Trust in 2025 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 62 increasing their positions, 36 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,009% more call options, than puts

Call options by funds: $2.11M | Put options by funds: $190K

179% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 14

72% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 36

56% more funds holding in top 10

Funds holding in top 10: 9 → 14 (+5)

24% more capital invested

Capital invested by funds: $593M → $734M (+$141M)

13% more funds holding

Funds holding: 162 → 183 (+21)

1.05% less ownership

Funds ownership: 49.73% → 48.67% (-1.1%)

Holders
183
Holders Change
+21
Holders Change %
+12.96%
% of All Funds
2.45%
Holding in Top 10
14
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+55.56%
% of All Funds
0.19%
New
39
Increased
62
Reduced
36
Closed
14
Calls
$2.11M
Puts
$190K
Net Calls
+$1.92M
Net Calls Change
+$1.59M

Top Buyers

1
LPL Financial
LPL Financial
California
+$24.5M
2
Renaissance Technologies
Renaissance Technologies
New York
+$8.88M
3
Osaic Holdings
Osaic Holdings
Arizona
+$4.77M
4
DZ Bank
DZ Bank
Germany
+$2.73M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.48M

Top Sellers

1
FFO
Fiduciary Family Office
Florida
-$11.6M
2
NHFG
New Harbor Financial Group
Massachusetts
-$11.6M
3
Jane Street
Jane Street
New York
-$5.1M
4
MCM
Morton Capital Management
California
-$2.86M
5
IAA
Independent Advisor Alliance
North Carolina
-$1.74M
Name Holding Trade Value Shares
Change 		Change in
Stake
SIC
26
Samalin Investment Counsel
New York
$5.88M -$34.2K -1,237 -0.6%
DWM
27
Dogwood Wealth Management
Kansas
$5.82M -$175K -6,345 -3%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$5.58M +$157K +5,684 +3%
PP
29
PDS Planning
Ohio
$5.06M – – –
FFM
30
Forum Financial Management
Illinois
$4.83M – – –
SA
31
Sanctuary Advisors
Indiana
$4.62M -$174K -6,280 -4%
CWA
32
Capital Wealth Alliance
Arizona
$4.47M -$27.2K -982 -0.7%
ASN
33
Advisory Services Network
Georgia
$4.3M +$427K +15,438 +12%
GIM
34
Guild Investment Management
California
$4.27M +$553 +20 +0%
PFA
35
Petra Financial Advisors
Colorado
$4.16M +$146K +5,288 +4%
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$3.97M -$1.2M -43,515 -25%
OC
37
Oppenheimer & Co
New York
$3.85M +$214K +7,740 +6%
FA
38
Faithward Advisors
Pennsylvania
$3.24M +$343K +12,393 +13%
DZ Bank
39
DZ Bank
Germany
$3.15M +$2.73M +98,728 +1,722%
SWM
40
SFG Wealth Management
Maryland
$2.92M +$405K +14,634 +18%
Susquehanna International Group
41
Susquehanna International Group
Pennsylvania
$2.7M +$2.48M +89,530 New
SWP
42
Stratos Wealth Partners
Ohio
$2.69M -$99.4K -3,596 -4%
GIA
43
Gladstone Institutional Advisory
Florida
$2.68M -$574K -20,774 -19%
CP
44
Castleview Partners
Texas
$2.56M +$137K +4,946 +6%
PGF
45
Plan Group Financial
Oklahoma
$2.52M +$2.31M +83,500 New
SSWM
46
Sheets Smith Wealth Management
North Carolina
$2.29M +$777K +28,100 +58%
IWM
47
IHT Wealth Management
Illinois
$2.15M -$687K -24,852 -26%
FFA
48
Farther Finance Advisors
California
$2.07M +$63.1K +2,281 +3%
UB
49
UMB Bank
Missouri
$1.95M – – –
EWA
50
EP Wealth Advisors
California
$1.89M +$8.05K +291 +0.5%
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OUNZ Hedge Fund Activity: Q1 2025 in Review

183 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in VanEck Merk Gold Trust (OUNZ) for Q1 2025, worth a combined $734M — up 24% from $593M a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new OUNZ positions and 14 closed out — a net gain of 25 holders — while 62 added to existing stakes and 36 trimmed.

The largest buyer was LPL Financial, adding an estimated $24.5M. The largest seller was Fiduciary Family Office, exiting entirely with an estimated $11.6M sold.

  • 183 institutional investors held VanEck Merk Gold Trust (OUNZ) as of Q1 2025, up from 162 in Q4 2024.
  • Funds reported $734M of VanEck Merk Gold Trust stock for Q1 2025, up 24% quarter-over-quarter.
  • 39 funds opened new VanEck Merk Gold Trust positions in Q1 2025 and 14 closed out, a net change of +25 holders.
  • The largest VanEck Merk Gold Trust buyer in Q1 2025 was LPL Financial, an estimated $24.5M added.
  • The largest VanEck Merk Gold Trust seller in Q1 2025 was Fiduciary Family Office, an estimated $11.6M sold.

Based on aggregated 13F filings for Q1 2025.