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VanEck Merk Gold Trust
OUNZ

121 hedge funds and large institutions have $315M invested in VanEck Merk Gold Trust in 2023 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 38 increasing their positions, 24 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,222% more call options, than puts

Call options by funds: $836K | Put options by funds: $36K

114% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 7

58% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 24

11% more capital invested

Capital invested by funds: $284M → $315M (+$31.8M)

5% more funds holding

Funds holding: 115 → 121 (+6)

0% more funds holding in top 10

Funds holding in top 10: 7 → 7 (0)

0.22% less ownership

Funds ownership: 47.21% → 47% (-0.22%)

Holders
121
Holders Change
+6
Holders Change %
+5.22%
% of All Funds
1.93%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
15
Increased
38
Reduced
24
Closed
7
Calls
$836K
Puts
$36K
Net Calls
+$800K
Net Calls Change
-$192K

Top Buyers

1
CAN
Cetera Advisor Networks
California
+$6.57M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$6.43M
3
LPL Financial
LPL Financial
California
+$4.89M
4
MML Investors Services
MML Investors Services
Massachusetts
+$3.14M
5
RJA
Raymond James & Associates
Florida
+$2.11M

Top Sellers

1
KAM
Knightsbridge Asset Management
California
-$6.57M
2
MCM
Morton Capital Management
California
-$6.16M
3
Osaic Holdings
Osaic Holdings
Arizona
-$3.22M
4
FTUS
Flow Traders U.S.
New York
-$2.19M
5
VanEck Associates
VanEck Associates
New York
-$1.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
Stifel Financial
51
Stifel Financial
Missouri
$605K -$70.5K -3,841 -11%
PMG
52
ProVise Management Group
Florida
$596K +$573K +31,221 New
CB
53
Cadence Bank
Mississippi
$583K -$168K -9,162 -23%
Carson Wealth (CWM LLC)
54
Carson Wealth (CWM LLC)
Nebraska
$581K +$127K +6,945 +30%
LWM
55
Lyell Wealth Management
California
$552K – – –
IWM
56
IHT Wealth Management
Illinois
$482K -$93.5K -5,100 -17%
WPC
57
White Pine Capital
Minnesota
$448K +$23.8K +1,300 +6%
PPP
58
Private Portfolio Partners
New Jersey
$442K +$11.5K +625 +3%
SRC
59
Shufro Rose & Co
New York
$429K +$8.11K +442 +2%
PA
60
Procyon Advisors
Connecticut
$429K – – –
AWE
61
Avidian Wealth Enterprises
Texas
$365K – – –
WT
62
Whittier Trust
California
$363K – – –
MI
63
Merk Investments
California
$345K +$4.55K +248 +1%
ARS
64
Adirondack Retirement Specialists
New York
$339K +$30.9K +1,684 +11%
Mariner
65
Mariner
Kansas
$337K – – –
KWM
66
Kingsview Wealth Management
Oregon
$332K +$319K +17,401 New
BWFA
67
Baltimore-Washington Financial Advisors
Maryland
$332K +$319K +17,400 New
Truist Financial
68
Truist Financial
North Carolina
$314K – – –
VC
69
Veracity Capital
Georgia
$302K +$12K +655 +4%
Janney Montgomery Scott
70
Janney Montgomery Scott
Pennsylvania
$297K – – –
MFA
71
Mayflower Financial Advisors
Massachusetts
$290K +$65.1K +3,550 +30%
SNB
72
Security National Bank
Nebraska
$280K – – –
PCP
73
Proficio Capital Partners
Massachusetts
$279K -$18.3K -1,000 -6%
NCG
74
Newport Capital Group
New Jersey
$276K +$287K +15,620 New
RDFA
75
Ritter Daniher Financial Advisory
Ohio
$260K – – –
1 2
3
4 5

OUNZ Hedge Fund Activity: Q1 2023 in Review

121 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in VanEck Merk Gold Trust (OUNZ) for Q1 2023, worth a combined $315M — up 11% from $284M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new OUNZ positions and 7 closed out — a net gain of 8 holders — while 38 added to existing stakes and 24 trimmed.

The largest buyer was Cetera Advisor Networks, adding an estimated $6.57M. The largest seller was Knightsbridge Asset Management, cutting an estimated $6.57M.

  • 121 institutional investors held VanEck Merk Gold Trust (OUNZ) as of Q1 2023, up from 115 in Q4 2022.
  • Funds reported $315M of VanEck Merk Gold Trust stock for Q1 2023, up 11% quarter-over-quarter.
  • 15 funds opened new VanEck Merk Gold Trust positions in Q1 2023 and 7 closed out, a net change of +8 holders.
  • The largest VanEck Merk Gold Trust buyer in Q1 2023 was Cetera Advisor Networks, an estimated $6.57M added.
  • The largest VanEck Merk Gold Trust seller in Q1 2023 was Knightsbridge Asset Management, an estimated $6.57M sold.

Based on aggregated 13F filings for Q1 2023.