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VanEck Merk Gold Trust
OUNZ

148 hedge funds and large institutions have $527M invested in VanEck Merk Gold Trust in 2024 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 54 increasing their positions, 34 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

280% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 5

59% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 34

54% more call options, than puts

Call options by funds: $914K | Put options by funds: $592K

15% more capital invested

Capital invested by funds: $456M → $527M (+$70.7M)

8% more funds holding

Funds holding: 137 → 148 (+11)

1.84% less ownership

Funds ownership: 47.94% → 46.11% (-1.8%)

14% less funds holding in top 10

Funds holding in top 10: 7 → 6 (-1)

Holders
148
Holders Change
+11
Holders Change %
+8.03%
% of All Funds
2.13%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
19
Increased
54
Reduced
34
Closed
5
Calls
$914K
Puts
$592K
Net Calls
+$322K
Net Calls Change
+$389K

Top Buyers

1
LPL Financial
LPL Financial
California
+$7.1M
2
SOS
Silver Oak Securities
Tennessee
+$2.22M
3
Renaissance Technologies
Renaissance Technologies
New York
+$2.04M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.69M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$1.41M

Top Sellers

1
SFC
Strategic Financial Concepts
Texas
-$5.38M
2
VanEck Associates
VanEck Associates
New York
-$1.9M
3
MCM
Morton Capital Management
California
-$1.69M
4
IWM
IHT Wealth Management
Illinois
-$1.41M
5
HF
HRT Financial
New York
-$1.15M
Name Holding Trade Value Shares
Change 		Change in
Stake
SPC
51
Sigma Planning Corp
Michigan
$1.13M +$12.2K +509 +1%
CHAM
52
Clear Harbor Asset Management
Connecticut
$1.09M – – –
WCFA
53
Walkner Condon Financial Advisors
Wisconsin
$1.06M -$39.4K -1,648 -4%
CFM
54
Crawford Fund Management
Massachusetts
$1.01M – – –
IAN
55
Integrated Advisors Network
Texas
$966K -$3.59K -150 -0.4%
BEAM
56
Baker Ellis Asset Management
Washington
$939K -$120K -5,000 -12%
Comerica Bank
57
Comerica Bank
Texas
$928K +$78.5K +3,283 +10%
Morgan Stanley
58
Morgan Stanley
New York
$922K +$4.07K +170 +0.5%
SSWM
59
Sheets Smith Wealth Management
North Carolina
$917K – – –
Rockefeller Capital Management
60
Rockefeller Capital Management
New York
$830K -$75.5K -3,156 -9%
MFA
61
Mayflower Financial Advisors
Massachusetts
$802K +$12K +500 +2%
Stifel Financial
62
Stifel Financial
Missouri
$777K -$231K -9,637 -24%
QC
63
Quadrature Capital
United Kingdom
$764K +$719K +30,071 New
PPP
64
Private Portfolio Partners
New Jersey
$754K +$710K +29,688 New
SDH
65
Sloy Dahl & Holst
Washington
$731K +$92.2K +3,855 +15%
KAM
66
Knightsbridge Asset Management
California
$681K +$8.92K +373 +1%
FIA
67
Foundations Investment Advisors
Arizona
$675K +$298K +12,452 +88%
WPC
68
White Pine Capital
Minnesota
$623K +$14.8K +620 +3%
Citadel Advisors
69
Citadel Advisors
Florida
$575K +$488K +20,408 +917%
RFN
70
RDA Financial Network
Iowa
$562K +$150K +6,264 +40%
Mariner
71
Mariner
Kansas
$535K +$218K +9,114 +76%
WP
72
WMS Partners
Maryland
$523K +$41.1K +1,718 +9%
SRC
73
Shufro Rose & Co
New York
$521K – – –
SPAS
74
Spectrum Planning & Advisory Services
California
$493K +$156K +6,526 +51%
HIP
75
HUB Investment Partners
Texas
$457K -$17.1K -715 -4%
1 2
3
4 5

OUNZ Hedge Fund Activity: Q3 2024 in Review

148 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in VanEck Merk Gold Trust (OUNZ) for Q3 2024, worth a combined $527M — up 15% from $456M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new OUNZ positions and 5 closed out — a net gain of 14 holders — while 54 added to existing stakes and 34 trimmed.

The largest buyer was LPL Financial, adding an estimated $7.1M. The largest seller was Strategic Financial Concepts, cutting an estimated $5.38M.

  • 148 institutional investors held VanEck Merk Gold Trust (OUNZ) as of Q3 2024, up from 137 in Q2 2024.
  • Funds reported $527M of VanEck Merk Gold Trust stock for Q3 2024, up 15% quarter-over-quarter.
  • 19 funds opened new VanEck Merk Gold Trust positions in Q3 2024 and 5 closed out, a net change of +14 holders.
  • The largest VanEck Merk Gold Trust buyer in Q3 2024 was LPL Financial, an estimated $7.1M added.
  • The largest VanEck Merk Gold Trust seller in Q3 2024 was Strategic Financial Concepts, an estimated $5.38M sold.

Based on aggregated 13F filings for Q3 2024.