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VanEck Merk Gold Trust
OUNZ

123 hedge funds and large institutions have $412M invested in VanEck Merk Gold Trust in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 38 increasing their positions, 28 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

7,669% more call options, than puts

Call options by funds: $1.01M | Put options by funds: $13K

36% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 28

17% more funds holding in top 10

Funds holding in top 10: 6 → 7 (+1)

14% more capital invested

Capital invested by funds: $360M → $412M (+$51.5M)

1.08% more ownership

Funds ownership: 46.55% → 47.63% (+1.1%)

5% less funds holding

Funds holding: 129 → 123 (-6)

17% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 18

Holders
123
Holders Change
-6
Holders Change %
-4.65%
% of All Funds
1.77%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.1%
New
15
Increased
38
Reduced
28
Closed
18
Calls
$1.01M
Puts
$13K
Net Calls
+$997K
Net Calls Change
+$1.05M

Top Buyers

1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$14.7M
2
AAS
Ameritas Advisory Services
Nebraska
+$3.74M
3
LPL Financial
LPL Financial
California
+$1.92M
4
MCM
Morton Capital Management
California
+$1.84M
5
SAG
SageView Advisory Group
California
+$1.76M

Top Sellers

1
NA
NewEdge Advisors
Louisiana
-$4.78M
2
PMG
ProVise Management Group
Florida
-$2.57M
3
GBWM
Granite Bay Wealth Management
New Hampshire
-$2.39M
4
Renaissance Technologies
Renaissance Technologies
New York
-$1.76M
5
SWM
SFG Wealth Management
Maryland
-$1.76M
Name Holding Trade Value Shares
Change 		Change in
Stake
CP
51
Castleview Partners
Texas
$936K +$831K +41,464 +1,974%
WCFA
52
Walkner Condon Financial Advisors
Wisconsin
$928K +$200 +10 +0%
BEAM
53
Baker Ellis Asset Management
Washington
$902K – – –
IAN
54
Integrated Advisors Network
Texas
$814K +$50.1K +2,500 +7%
Stifel Financial
55
Stifel Financial
Missouri
$791K +$47.5K +2,371 +7%
KAM
56
Knightsbridge Asset Management
California
$733K – – –
HIP
57
HUB Investment Partners
Texas
$718K +$670K +33,448 New
SNB
58
Security National Bank
Nebraska
$716K – – –
LNC
59
Lincoln National Corp
Pennsylvania
$712K -$109K -5,430 -14%
LWM
60
Lyell Wealth Management
California
$681K +$56.5K +2,820 +10%
Citadel Advisors
61
Citadel Advisors
Florida
$672K +$627K +31,269 New
Morgan Stanley
62
Morgan Stanley
New York
$670K -$627K -31,307 -50%
PPP
63
Private Portfolio Partners
New Jersey
$617K -$5.01K -250 -0.9%
MFA
64
Mayflower Financial Advisors
Massachusetts
$548K – – –
SRC
65
Shufro Rose & Co
New York
$531K +$29K +1,445 +6%
Rockefeller Capital Management
66
Rockefeller Capital Management
New York
$529K +$493K +24,626 New
WPC
67
White Pine Capital
Minnesota
$508K +$19K +950 +4%
SDH
68
Sloy Dahl & Holst
Washington
$507K +$10K +500 +2%
Mariner
69
Mariner
Kansas
$479K +$8.02K +400 +2%
IC
70
IEQ Capital
California
$439K +$410K +20,450 New
SI
71
Sprott Inc
Ontario, Canada
$419K – – –
Susquehanna International Group
72
Susquehanna International Group
Pennsylvania
$416K +$388K +19,384 New
WT
73
Whittier Trust
California
$409K – – –
BCM
74
Brookstone Capital Management
Illinois
$374K +$35.8K +1,788 +11%
WP
75
WMS Partners
Maryland
$372K – – –
1 2
3
4 5

OUNZ Hedge Fund Activity: Q1 2024 in Review

123 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in VanEck Merk Gold Trust (OUNZ) for Q1 2024, worth a combined $412M — up 14% from $360M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of OUNZ and 15 opened new positions — a net loss of 3 holders — while 28 trimmed existing stakes and 38 added.

The largest buyer was Cetera Investment Advisers, opening a new position worth an estimated $14.7M. The largest seller was NewEdge Advisors, cutting an estimated $4.78M.

  • 123 institutional investors held VanEck Merk Gold Trust (OUNZ) as of Q1 2024, down from 129 in Q4 2023.
  • Funds reported $412M of VanEck Merk Gold Trust stock for Q1 2024, up 14% quarter-over-quarter.
  • 15 funds opened new VanEck Merk Gold Trust positions in Q1 2024 and 18 closed out, a net change of -3 holders.
  • The largest VanEck Merk Gold Trust buyer in Q1 2024 was Cetera Investment Advisers, an estimated $14.7M added.
  • The largest VanEck Merk Gold Trust seller in Q1 2024 was NewEdge Advisors, an estimated $4.78M sold.

Based on aggregated 13F filings for Q1 2024.