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VanEck Merk Gold Trust
OUNZ

94 hedge funds and large institutions have $252M invested in VanEck Merk Gold Trust in 2021 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 34 increasing their positions, 21 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

101% more capital invested

Capital invested by funds: $126M → $252M (+$127M)

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

62% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 21

56% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 9

19.82% more ownership

Funds ownership: 26.81% → 46.64% (+20%)

3% more funds holding

Funds holding: 91 → 94 (+3)

Holders
94
Holders Change
+3
Holders Change %
+3.3%
% of All Funds
1.65%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
14
Increased
34
Reduced
21
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCI
Brinker Capital Investments
Pennsylvania
+$60.8M
2
OPS
Orion Portfolio Solutions
Nebraska
+$60.8M
3
Osaic Holdings
Osaic Holdings
Arizona
+$3.09M
4
P
Pitcairn
Pennsylvania
+$1.67M
5
HF
HRT Financial
New York
+$1.64M

Top Sellers

1
LSAG
Lake Street Advisors Group
New Hampshire
-$1.36M
2
Creative Planning
Creative Planning
Kansas
-$1.3M
3
RJA
Raymond James & Associates
Florida
-$1.09M
4
IWM
IHT Wealth Management
Illinois
-$538K
5
WI
Wintrust Investments
Illinois
-$268K
Name Holding Trade Value Shares
Change 		Change in
Stake
HI
76
Harbour Investments
Wisconsin
$144K – – –
BC
77
Bartlett & Co
Ohio
$96K – – –
BCWM
78
Bartlett & Co Wealth Management
Ohio
$95.7K – – –
NFG
79
Next Financial Group
Texas
$82K -$1.74K -100 -2%
MA
80
MUFG Americas
New York
$77K – – –
Wells Fargo
81
Wells Fargo
California
$71K – – –
SPIA
82
Steward Partners Investment Advisory
New York
$60K -$662 -38 -1%
GWM
83
Geneos Wealth Management
Colorado
$54K -$8.71K -500 -14%
WTC
84
WhitTier Trust Company
Nevada
$44K – – –
PMFA
85
Plante Moran Financial Advisors
Michigan
$31K – – –
CCM
86
Covington Capital Management
California
$24K +$24.8K +1,425 New
MIM
87
Macroview Investment Management
Maryland
$17K +$17.4K +1,000 New
CG
88
Cutler Group
California
$10K -$8.71K -500 -45%
AWMS
89
Advocacy Wealth Management Services
Georgia
$7K – – –
Bank of America
90
Bank of America
North Carolina
$6K +$6.01K +345 New
Group One Trading
91
Group One Trading
Illinois
$5K +$5.22K +300 New
NFSG
92
Newbridge Financial Services Group
Florida
$3K – – –
Morgan Stanley
93
Morgan Stanley
New York
$3K +$3.17K +182 New
LSAG
94
Lake Street Advisors Group
New Hampshire
– -$1.36M -79,641 Closed
FA
95
Fagan Associates
New York
– -$202K -11,750 Closed
IAA
96
Ironsides Asset Advisors
North Carolina
– -$198K -11,485 Closed
MIAN
97
Mariner Independent Advisor Network
Kansas
– -$196K -11,360 Closed
HH
98
Hilltop Holdings
Texas
– -$189K -10,994 Closed
CI
99
Chartist Inc
California
– -$212K -6,246 Closed
WI
100
Wintrust Investments
Illinois
– -$268K -1,000 Closed
1 2 3
4
5

OUNZ Hedge Fund Activity: Q3 2021 in Review

94 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in VanEck Merk Gold Trust (OUNZ) for Q3 2021, worth a combined $252M — up 101% from $126M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new OUNZ positions and 9 closed out — a net gain of 5 holders — while 34 added to existing stakes and 21 trimmed.

The largest buyer was Brinker Capital Investments, opening a new position worth an estimated $60.8M. The largest seller was Lake Street Advisors Group, exiting entirely with an estimated $1.36M sold.

  • 94 institutional investors held VanEck Merk Gold Trust (OUNZ) as of Q3 2021, up from 91 in Q2 2021.
  • Funds reported $252M of VanEck Merk Gold Trust stock for Q3 2021, up 101% quarter-over-quarter.
  • 14 funds opened new VanEck Merk Gold Trust positions in Q3 2021 and 9 closed out, a net change of +5 holders.
  • The largest VanEck Merk Gold Trust buyer in Q3 2021 was Brinker Capital Investments, an estimated $60.8M added.
  • The largest VanEck Merk Gold Trust seller in Q3 2021 was Lake Street Advisors Group, an estimated $1.36M sold.

Based on aggregated 13F filings for Q3 2021.