VanEck Merk Gold Trust
OUNZ
57 hedge funds and large institutions have $55.8M invested in VanEck Merk Gold Trust in 2020 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 14 increasing their positions, 6 reducing their positions, and 4 closing their positions.
400% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 4
133% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 6
65% more capital invested
Capital invested by funds: $33.9M → $55.8M (+$21.9M)
39% more funds holding
Funds holding: 41 → 57 (+16)
3.2% more ownership
Funds ownership: 16% → 19.21% (+3.2%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| 1 |
WPIC
White Pine Investment Company
Livonia,
Michigan
|
+$3.96M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$2.91M |
| 3 |
PP
PDS Planning
Dublin,
Ohio
|
+$2.82M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$2.24M |
| 5 |
IAN
Integrated Advisors Network
Dallas,
Texas
|
+$1.58M |
Top Sellers
| 1 |
FTUS
Flow Traders U.S.
New York
|
-$2.9M |
| 2 |
MI
Merk Investments
Menlo Park,
California
|
-$1.24M |
| 3 |
HH
Hilltop Holdings
Dallas,
Texas
|
-$1.23M |
| 4 |
CWA
Capital Wealth Alliance
Scottsdale,
Arizona
|
-$577K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$485K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
VFA
51
Valeo Financial Advisors
Carmel,
Indiana
| $61K | – | – | – |
|
|
WTC
52
WhitTier Trust Company
Reno,
Nevada
| $35K | – | – | – |
|
|
GWM
53
Geneos Wealth Management
Englewood,
Colorado
| $28K | – | – | – |
|
|
PAG
54
Private Advisor Group
Morristown,
New Jersey
| $28K | +$27.2K | +1,625 | New |
|
55
UBS Group
Zurich,
Switzerland
| $17K | +$16.7K | +1,000 | New |
|
|
AWMS
56
Advocacy Wealth Management Services
Atlanta,
Georgia
| $7K | – | – | – |
|
|
FTUS
57
Flow Traders U.S.
New York
| – | -$2.9M | -188,398 | Closed |
|
|
ASN
58
Advisory Services Network
Atlanta,
Georgia
| – | -$68K | -4,400 | Closed |
|
|
TCOV
59
Trust Company of Vermont
Brattleboro,
Vermont
| – | -$62K | -4,000 | Closed |
|
|
RFM
60
Royal Fund Management
Lady Lake,
Florida
| – | -$3K | -237 | Closed |
|
OUNZ Hedge Fund Activity: Q2 2020 in Review
57 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in VanEck Merk Gold Trust (OUNZ) for Q2 2020, worth a combined $55.8M — up 65% from $33.9M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new OUNZ positions and 4 closed out — a net gain of 16 holders — while 14 added to existing stakes and 6 trimmed.
The largest buyer was White Pine Investment Company, opening a new position worth an estimated $3.96M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $2.9M sold.
- 57 institutional investors held VanEck Merk Gold Trust (OUNZ) as of Q2 2020, up from 41 in Q1 2020.
- Funds reported $55.8M of VanEck Merk Gold Trust stock for Q2 2020, up 65% quarter-over-quarter.
- 20 funds opened new VanEck Merk Gold Trust positions in Q2 2020 and 4 closed out, a net change of +16 holders.
- The largest VanEck Merk Gold Trust buyer in Q2 2020 was White Pine Investment Company, an estimated $3.96M added.
- The largest VanEck Merk Gold Trust seller in Q2 2020 was Flow Traders U.S., an estimated $2.9M sold.
Based on aggregated 13F filings for Q2 2020.