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VanEck Merk Gold Trust
OUNZ

86 hedge funds and large institutions have $115M invested in VanEck Merk Gold Trust in 2020 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 26 increasing their positions, 18 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 8

44% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 18

17% more capital invested

Capital invested by funds: $98.4M → $115M (+$16.3M)

10% more funds holding

Funds holding: 78 → 86 (+8)

1.52% more ownership

Funds ownership: 24.32% → 25.84% (+1.5%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
86
Holders Change
+8
Holders Change %
+10.26%
% of All Funds
1.52%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
17
Increased
26
Reduced
18
Closed
8
Calls
$7K
Puts
–
Net Calls
+$7K
Net Calls Change
+$8K

Top Buyers

1
Jane Street
Jane Street
New York
+$10.4M
2
PHS
Pekin Hardy Strauss
Illinois
+$6.59M
3
BFG
Barber Financial Group
Kansas
+$5.08M
4
FTUS
Flow Traders U.S.
New York
+$3.06M
5
VanEck Associates
VanEck Associates
New York
+$2.03M

Top Sellers

1
HighTower Advisors
HighTower Advisors
Illinois
-$5.59M
2
MA
Mutual Advisors
Nebraska
-$4.77M
3
P
Pitcairn
Pennsylvania
-$4.59M
4
SS
Simplicity Solutions
Minnesota
-$1.79M
5
CG
Cutler Group
California
-$1.57M
Name Holding Trade Value Shares
Change 		Change in
Stake
SPIA
51
Steward Partners Investment Advisory
New York
$328K +$48.5K +2,650 +18%
SRC
52
Shufro Rose & Co
New York
$326K +$9.28K +507 +3%
WAS
53
Wealth Advisory Solutions
Indiana
$325K – – –
RDFA
54
Ritter Daniher Financial Advisory
Ohio
$304K +$300K +16,388 New
PCP
55
Proficio Capital Partners
Massachusetts
$289K – – –
BEAM
56
Baker Ellis Asset Management
Washington
$278K – – –
WPC
57
White Pine Capital
Minnesota
$260K +$257K +14,059 New
RJT
58
Raymond James Trust
Florida
$238K +$27.4K +1,500 +13%
APA
59
American Portfolios Advisors
New York
$235K +$117K +6,374 +101%
CI
60
Chartist Inc
California
$225K – – –
AAS
61
Avantax Advisory Services
Texas
$221K – – –
Cambridge Investment Research Advisors
62
Cambridge Investment Research Advisors
Iowa
$220K +$217K +11,865 New
AC
63
Alexandria Capital
Virginia
$213K – – –
DC
64
Davenport & Co
Virginia
$211K – – –
LNC
65
Lincoln National Corp
Pennsylvania
$209K -$201K -11,000 -49%
SNB
66
Security National Bank
Nebraska
$207K – – –
FA
67
Fagan Associates
New York
$204K +$201K +11,000 New
FAIM
68
Financial Advocates Investment Management
Washington
$200K +$198K +10,800 New
HPC
69
HM Payson & Co
Maine
$197K +$195K +10,654 New
TYCC
70
Texas Yale Capital Corp
Florida
$185K – – –
BC
71
Bartlett & Co
Ohio
$104K – – –
BCWM
72
Bartlett & Co Wealth Management
Ohio
$104K – – –
Wells Fargo
73
Wells Fargo
California
$100K +$22.1K +1,207 +29%
MA
74
MUFG Americas
New York
$83K – – –
BSG
75
Black Swift Group
Colorado
$83K +$82.2K +4,493 New
1 2
3
4

OUNZ Hedge Fund Activity: Q4 2020 in Review

86 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in VanEck Merk Gold Trust (OUNZ) for Q4 2020, worth a combined $115M — up 17% from $98.4M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new OUNZ positions and 8 closed out — a net gain of 9 holders — while 26 added to existing stakes and 18 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $10.4M. The largest seller was HighTower Advisors, exiting entirely with an estimated $5.59M sold.

  • 86 institutional investors held VanEck Merk Gold Trust (OUNZ) as of Q4 2020, up from 78 in Q3 2020.
  • Funds reported $115M of VanEck Merk Gold Trust stock for Q4 2020, up 17% quarter-over-quarter.
  • 17 funds opened new VanEck Merk Gold Trust positions in Q4 2020 and 8 closed out, a net change of +9 holders.
  • The largest VanEck Merk Gold Trust buyer in Q4 2020 was Jane Street, an estimated $10.4M added.
  • The largest VanEck Merk Gold Trust seller in Q4 2020 was HighTower Advisors, an estimated $5.59M sold.

Based on aggregated 13F filings for Q4 2020.