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VanEck Merk Gold Trust

221 hedge funds and large institutions have $1.05B invested in VanEck Merk Gold Trust in 2025 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 89 increasing their positions, 41 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 41

94% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 18

22% more capital invested

Capital invested by funds: $864M → $1.05B (+$187M)

7% more funds holding

Funds holding: 206221 (+15)

1.19% less ownership

Funds ownership: 50.67%49.48% (-1.2%)

7% less funds holding in top 10

Funds holding in top 10: 1413 (-1)

Holders
221
Holders Change
+15
Holders Change %
+7.28%
% of All Funds
2.9%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.17%
New
35
Increased
89
Reduced
41
Closed
18
Calls
$868K
Puts
Net Calls
+$868K
Net Calls Change
-$1.32M
Name Holding Trade Value Shares
Change
Change in
Stake
DZ Bank
51
DZ Bank
Germany
$3.59M +$298K +8,937 +10%
PGF
52
Plan Group Financial
Oklahoma
$3.51M +$33.3K +1,000 +1%
SWP
53
Stratos Wealth Partners
Ohio
$3.27M +$14.5K +435 +0.5%
Rockefeller Capital Management
54
Rockefeller Capital Management
New York
$3.27M +$1.09M +32,802 +59%
SF
55
Summit Financial
New Jersey
$3.26M +$2.92M +87,604 New
SSWM
56
Sheets Smith Wealth Management
North Carolina
$3.12M -$34.3K -1,028 -1%
LWM
57
Lyell Wealth Management
California
$2.84M +$557K +16,700 +28%
Jane Street
58
Jane Street
New York
$2.84M +$2.55M +76,384 New
CP
59
Castleview Partners
Texas
$2.67M +$225K +6,748 +10%
MIM
60
Meixler Investment Management
Arizona
$2.67M +$124K +3,721 +5%
UWM
61
USAdvisors Wealth Management
Minnesota
$2.62M -$83K -2,488 -3%
RFN
62
RDA Financial Network
Iowa
$2.58M +$271K +8,120 +13%
Mariner
63
Mariner
Kansas
$2.55M +$1.64M +49,113 +252%
UB
64
UMB Bank
Missouri
$2.4M
Morgan Stanley
65
Morgan Stanley
New York
$2.38M +$551K +16,527 +35%
FWP
66
FAS Wealth Partners
Kansas
$2.37M +$968K +29,028 +84%
Creative Planning
67
Creative Planning
Kansas
$2.25M -$42.9K -1,288 -2%
WIM
68
Warwick Investment Management
Texas
$2.18M +$163K +4,895 +9%
TNAM
69
Terra Nova Asset Management
New York
$2.07M
SPC
70
Sigma Planning Corp
Michigan
$2.01M -$483K -14,485 -21%
EH
71
Equitable Holdings
New York
$1.9M -$779K -23,373 -31%
HAS
72
HBW Advisory Services
California
$1.9M +$119K +3,557 +7%
TWP
73
Tower Wealth Partners
Pennsylvania
$1.9M +$95.7K +2,869 +6%
CW
74
CreativeOne Wealth
Kansas
$1.81M -$28.6K -858 -2%
WA
75
WESPAC Advisors
California
$1.71M

OUNZ Hedge Fund Activity: Q3 2025 in Review

221 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in VanEck Merk Gold Trust (OUNZ) for Q3 2025, worth a combined $1.05B — up 22% from $864M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new OUNZ positions and 18 closed out — a net gain of 17 holders — while 89 added to existing stakes and 41 trimmed.

The largest buyer was Sanctuary Advisors, adding an estimated $7.84M. The largest seller was Winnow Wealth, exiting entirely with an estimated $9.21M sold.

  • 221 institutional investors held VanEck Merk Gold Trust (OUNZ) as of Q3 2025, up from 206 in Q2 2025.
  • Funds reported $1.05B of VanEck Merk Gold Trust stock for Q3 2025, up 22% quarter-over-quarter.
  • 35 funds opened new VanEck Merk Gold Trust positions in Q3 2025 and 18 closed out, a net change of +17 holders.
  • The largest VanEck Merk Gold Trust buyer in Q3 2025 was Sanctuary Advisors, an estimated $7.84M added.
  • The largest VanEck Merk Gold Trust seller in Q3 2025 was Winnow Wealth, an estimated $9.21M sold.

Based on aggregated 13F filings for Q3 2025.