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VanEck Merk Gold Trust

221 hedge funds and large institutions have $1.05B invested in VanEck Merk Gold Trust in 2025 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 89 increasing their positions, 41 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 41

94% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 18

22% more capital invested

Capital invested by funds: $864M → $1.05B (+$187M)

7% more funds holding

Funds holding: 206221 (+15)

1.19% less ownership

Funds ownership: 50.67%49.48% (-1.2%)

7% less funds holding in top 10

Funds holding in top 10: 1413 (-1)

Holders
221
Holders Change
+15
Holders Change %
+7.28%
% of All Funds
2.9%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.17%
New
35
Increased
89
Reduced
41
Closed
18
Calls
$868K
Puts
Net Calls
+$868K
Net Calls Change
-$1.32M
Name Holding Trade Value Shares
Change
Change in
Stake
MCC
26
Money Concepts Capital
Florida
$9.12M +$70.4K +2,112 +0.9%
SNB
27
Security National Bank
Nebraska
$8.76M +$333K +10,001 +4%
DWM
28
Dogwood Wealth Management
Kansas
$8.73M +$597K +17,915 +8%
SMG
29
Smart Money Group
Texas
$8.15M +$186K +5,592 +3%
LA
30
Lifeworks Advisors
Michigan
$7.45M -$137K -4,118 -2%
SIC
31
Samalin Investment Counsel
New York
$7.12M +$737K +22,093 +13%
FFA
32
Farther Finance Advisors
California
$7.08M +$117K +3,516 +2%
ASN
33
Advisory Services Network
Georgia
$6.73M +$477K +14,314 +9%
PP
34
PDS Planning
Ohio
$6.24M
FFM
35
Forum Financial Management
Illinois
$5.95M
SWM
36
SFG Wealth Management
Maryland
$5.65M +$1.72M +51,534 +51%
CWA
37
Capital Wealth Alliance
Arizona
$5.49M -$10.6K -318 -0.2%
GIM
38
Guild Investment Management
California
$5.33M +$29K +870 +0.6%
PFA
39
Petra Financial Advisors
Colorado
$5.31M +$92.5K +2,773 +2%
PIA
40
Perennial Investment Advisors
California
$5.2M +$1.7M +51,076 +58%
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$5.08M +$41.8K +1,254 +0.9%
OC
42
Oppenheimer & Co
New York
$5.03M +$102K +3,069 +2%
TCTWM
43
Three Cord True Wealth Management
Pennsylvania
$4.72M +$309K +9,265 +8%
FA
44
Faithward Advisors
Pennsylvania
$4.64M +$139K +4,162 +3%
Renaissance Technologies
45
Renaissance Technologies
New York
$4.37M +$643K +19,300 +20%
GIA
46
Gladstone Institutional Advisory
Florida
$4.3M +$776K +23,287 +25%
CF
47
Centaurus Financial
California
$3.85M +$167K +4,999 +5%
SW
48
Simplicity Wealth
New Jersey
$3.83M +$3.43M +102,949 New
CFA
49
Camarda Financial Advisors
Florida
$3.79M +$3.1M +92,994 +1,053%
AI
50
Atria Investments
North Carolina
$3.76M +$188K +5,640 +6%

OUNZ Hedge Fund Activity: Q3 2025 in Review

221 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in VanEck Merk Gold Trust (OUNZ) for Q3 2025, worth a combined $1.05B — up 22% from $864M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new OUNZ positions and 18 closed out — a net gain of 17 holders — while 89 added to existing stakes and 41 trimmed.

The largest buyer was Sanctuary Advisors, adding an estimated $7.84M. The largest seller was Winnow Wealth, exiting entirely with an estimated $9.21M sold.

  • 221 institutional investors held VanEck Merk Gold Trust (OUNZ) as of Q3 2025, up from 206 in Q2 2025.
  • Funds reported $1.05B of VanEck Merk Gold Trust stock for Q3 2025, up 22% quarter-over-quarter.
  • 35 funds opened new VanEck Merk Gold Trust positions in Q3 2025 and 18 closed out, a net change of +17 holders.
  • The largest VanEck Merk Gold Trust buyer in Q3 2025 was Sanctuary Advisors, an estimated $7.84M added.
  • The largest VanEck Merk Gold Trust seller in Q3 2025 was Winnow Wealth, an estimated $9.21M sold.

Based on aggregated 13F filings for Q3 2025.