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VanEck Merk Gold Trust

183 hedge funds and large institutions have $734M invested in VanEck Merk Gold Trust in 2025 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 62 increasing their positions, 36 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,009% more call options, than puts

Call options by funds: $2.11M | Put options by funds: $190K

179% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 14

72% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 36

56% more funds holding in top 10

Funds holding in top 10: 914 (+5)

24% more capital invested

Capital invested by funds: $593M → $734M (+$141M)

13% more funds holding

Funds holding: 162183 (+21)

1.05% less ownership

Funds ownership: 49.73%48.67% (-1.1%)

Holders
183
Holders Change
+21
Holders Change %
+12.96%
% of All Funds
2.45%
Holding in Top 10
14
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+55.56%
% of All Funds
0.19%
New
39
Increased
62
Reduced
36
Closed
14
Calls
$2.11M
Puts
$190K
Net Calls
+$1.92M
Net Calls Change
+$1.59M
Name Holding Trade Value Shares
Change
Change in
Stake
FIA
76
Foundations Investment Advisors
Arizona
$1.02M +$46.9K +1,695 +5%
IAN
77
Integrated Advisors Network
Texas
$888K
SFA
78
Sequoia Financial Advisors
Ohio
$848K
KAM
79
Knightsbridge Asset Management
California
$809K +$52.1K +1,883 +8%
RSWM
80
Robertson Stephens Wealth Management
California
$727K +$667K +24,125 New
HWM
81
HB Wealth Management
Georgia
$689K +$632K +22,846 New
WPC
82
White Pine Capital
Minnesota
$675K -$36.9K -1,335 -6%
RFN
83
RDA Financial Network
Iowa
$663K -$56.2K -2,033 -8%
Focus Partners Wealth
84
Focus Partners Wealth
Massachusetts
$653K +$599K +21,672 New
AWS
85
Atria Wealth Solutions
New York
$631K +$579K +20,950 New
SI
86
Sprott Inc
Ontario, Canada
$600K
SPAS
87
Spectrum Planning & Advisory Services
California
$586K
NA
88
NewEdge Advisors
Louisiana
$581K +$97K +3,508 +22%
IC
89
IEQ Capital
California
$559K +$513K +18,559 New
Citadel Advisors
90
Citadel Advisors
Florida
$552K -$1.02M -37,010 -67%
NFC
91
Northstar Financial Companies
Pennsylvania
$487K -$18.3K -662 -4%
EH
92
Equitable Holdings
New York
$475K +$436K +15,759 New
WT
93
Whittier Trust
California
$468K
WMWM
94
Whitaker-Myers Wealth Managers
Ohio
$460K +$1.49K +54 +0.4%
Janney Montgomery Scott
95
Janney Montgomery Scott
Pennsylvania
$459K
SRC
96
Shufro Rose & Co
New York
$455K -$353K -12,756 -46%
PCP
97
Proficio Capital Partners
Massachusetts
$440K
SMC
98
Smith, Moore & Co
Missouri
$438K +$16.4K +592 +4%
KAS
99
Kestra Advisory Services
Texas
$427K +$392K +14,176 New
SFC
100
Strategic Financial Concepts
Texas
$412K -$26.2K -948 -6%

OUNZ Hedge Fund Activity: Q1 2025 in Review

183 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in VanEck Merk Gold Trust (OUNZ) for Q1 2025, worth a combined $734M — up 24% from $593M a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new OUNZ positions and 14 closed out — a net gain of 25 holders — while 62 added to existing stakes and 36 trimmed.

The largest buyer was LPL Financial, adding an estimated $24.5M. The largest seller was Fiduciary Family Office, exiting entirely with an estimated $11.6M sold.

  • 183 institutional investors held VanEck Merk Gold Trust (OUNZ) as of Q1 2025, up from 162 in Q4 2024.
  • Funds reported $734M of VanEck Merk Gold Trust stock for Q1 2025, up 24% quarter-over-quarter.
  • 39 funds opened new VanEck Merk Gold Trust positions in Q1 2025 and 14 closed out, a net change of +25 holders.
  • The largest VanEck Merk Gold Trust buyer in Q1 2025 was LPL Financial, an estimated $24.5M added.
  • The largest VanEck Merk Gold Trust seller in Q1 2025 was Fiduciary Family Office, an estimated $11.6M sold.

Based on aggregated 13F filings for Q1 2025.