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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
VFA
76
Valeo Financial Advisors
Indiana
$65K – – –
GWM
77
Geneos Wealth Management
Colorado
$38K +$23.1K +1,260 +125%
WTC
78
WhitTier Trust Company
Nevada
$37K – – –
CG
79
Cutler Group
California
$35K -$1.57M -86,000 -98%
ASN
80
Advisory Services Network
Georgia
$34K +$32.9K +1,800 +6,429%
PCTC
81
Perkins Coie Trust Company
Washington
$25K -$20.1K -1,098 -45%
OIA
82
Optimum Investment Advisors
Illinois
$19K +$18.3K +1,000 New
CAAS
83
Capital Asset Advisory Services
Michigan
$16K +$15.5K +845 New
AWMS
84
Advocacy Wealth Management Services
Georgia
$7K – – –
NFSG
85
Newbridge Financial Services Group
Florida
$3K – – –
HighTower Advisors
86
HighTower Advisors
Illinois
– -$5.59M -303,445 Closed
MA
87
Mutual Advisors
Nebraska
– -$4.77M -259,491 Closed
SS
88
Simplicity Solutions
Minnesota
– -$1.79M -97,481 Closed
LWM
89
Lionsbridge Wealth Management
Florida
– -$916K -49,818 Closed
PFO
90
Pathstone Family Office
New Jersey
– -$55K -3,000 Closed
UBS Group
91
UBS Group
Switzerland
– -$18K -1,000 Closed
Morgan Stanley
92
Morgan Stanley
New York
– -$6K -300 Closed
Bank of America
93
Bank of America
North Carolina
– -$3K -150 Closed
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.