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VanEck Merk Gold Trust
OUNZ

110 hedge funds and large institutions have $438M invested in VanEck Merk Gold Trust in 2022 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 36 increasing their positions, 25 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 8

44% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 25

33% more funds holding in top 10

Funds holding in top 10: 6 → 8 (+2)

21% more capital invested

Capital invested by funds: $364M → $438M (+$74.9M)

10% more funds holding

Funds holding: 100 → 110 (+10)

2.46% more ownership

Funds ownership: 61.54% → 64% (+2.5%)

Holders
110
Holders Change
+10
Holders Change %
+10%
% of All Funds
1.74%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.13%
New
19
Increased
36
Reduced
25
Closed
8
Calls
$776K
Puts
–
Net Calls
+$776K
Net Calls Change
+$776K

Top Buyers

1
CWM
Cadence Wealth Management
Massachusetts
+$8.81M
2
VanEck Associates
VanEck Associates
New York
+$5.76M
3
LPL Financial
LPL Financial
California
+$5.35M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$5.29M
5
SFS
Starfox Financial Services
Texas
+$3.41M

Top Sellers

1
Jane Street
Jane Street
New York
-$2.68M
2
WPIC
White Pine Investment Company
Michigan
-$2.03M
3
BFG
Barber Financial Group
Kansas
-$1.96M
4
FTA
Financial & Tax Architects
Missouri
-$1.1M
5
TNAM
Terra Nova Asset Management
New York
-$990K
Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
101
Avior Wealth Management
Nebraska
$10K +$10.2K +557 New
CCM
102
Covington Capital Management
California
$8K -$18.2K -998 -70%
JP Morgan Chase
103
JP Morgan Chase
New York
$8K +$8.14K +446 +44,600%
AWMS
104
Advocacy Wealth Management Services
Georgia
$7K – – –
PWMG
105
Prestige Wealth Management Group
New Jersey
$6K -$694 -38 -10%
NFSG
106
Newbridge Financial Services Group
Florida
$3K – – –
AF
107
Advisornet Financial
Minnesota
$3K +$2.74K +150 New
Bank of America
108
Bank of America
North Carolina
$3K +$3.31K +181 New
Jane Street
109
Jane Street
New York
– -$2.68M -150,949 Closed
WPIC
110
White Pine Investment Company
Michigan
– -$2.03M -114,071 Closed
FTA
111
Financial & Tax Architects
Missouri
– -$1.1M -61,637 Closed
TNAM
112
Terra Nova Asset Management
New York
– -$990K -55,695 Closed
Susquehanna International Group
113
Susquehanna International Group
Pennsylvania
– -$826K -46,425 Closed
UBS Group
114
UBS Group
Switzerland
– -$57K -3,179 Closed
SCA
115
Snowden Capital Advisors
New York
– -$3K -200 Closed
SWM
116
Selective Wealth Management
Virginia
– -$1K -65 Closed
MA
117
Montag & Associates
Georgia
– +$365 +20 New
1 2 3 4
5

OUNZ Hedge Fund Activity: Q1 2022 in Review

110 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in VanEck Merk Gold Trust (OUNZ) for Q1 2022, worth a combined $438M — up 21% from $364M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new OUNZ positions and 8 closed out — a net gain of 11 holders — while 36 added to existing stakes and 25 trimmed.

The largest buyer was Cadence Wealth Management, opening a new position worth an estimated $8.81M. The largest seller was Jane Street, exiting entirely with an estimated $2.68M sold.

  • 110 institutional investors held VanEck Merk Gold Trust (OUNZ) as of Q1 2022, up from 100 in Q4 2021.
  • Funds reported $438M of VanEck Merk Gold Trust stock for Q1 2022, up 21% quarter-over-quarter.
  • 19 funds opened new VanEck Merk Gold Trust positions in Q1 2022 and 8 closed out, a net change of +11 holders.
  • The largest VanEck Merk Gold Trust buyer in Q1 2022 was Cadence Wealth Management, an estimated $8.81M added.
  • The largest VanEck Merk Gold Trust seller in Q1 2022 was Jane Street, an estimated $2.68M sold.

Based on aggregated 13F filings for Q1 2022.