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VanEck Merk Gold Trust
OUNZ

121 hedge funds and large institutions have $315M invested in VanEck Merk Gold Trust in 2023 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 38 increasing their positions, 24 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,222% more call options, than puts

Call options by funds: $836K | Put options by funds: $36K

114% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 7

58% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 24

11% more capital invested

Capital invested by funds: $284M → $315M (+$31.8M)

5% more funds holding

Funds holding: 115 → 121 (+6)

0% more funds holding in top 10

Funds holding in top 10: 7 → 7 (0)

0.22% less ownership

Funds ownership: 47.21% → 47% (-0.22%)

Holders
121
Holders Change
+6
Holders Change %
+5.22%
% of All Funds
1.93%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
15
Increased
38
Reduced
24
Closed
7
Calls
$836K
Puts
$36K
Net Calls
+$800K
Net Calls Change
-$192K

Top Buyers

1
CAN
Cetera Advisor Networks
California
+$6.57M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$6.43M
3
LPL Financial
LPL Financial
California
+$4.89M
4
MML Investors Services
MML Investors Services
Massachusetts
+$3.14M
5
RJA
Raymond James & Associates
Florida
+$2.11M

Top Sellers

1
KAM
Knightsbridge Asset Management
California
-$6.57M
2
MCM
Morton Capital Management
California
-$6.16M
3
Osaic Holdings
Osaic Holdings
Arizona
-$3.22M
4
FTUS
Flow Traders U.S.
New York
-$2.19M
5
VanEck Associates
VanEck Associates
New York
-$1.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
SPIA
101
Steward Partners Investment Advisory
New York
$61.1K – – –
ASN
102
Advisory Services Network
Georgia
$57.3K – – –
CP
103
Castleview Partners
Texas
$41K -$165 -9 -0.4%
Wells Fargo
104
Wells Fargo
California
$34.9K – – –
HCM
105
Hollencrest Capital Management
California
$34.7K – – –
PMFA
106
Plante Moran Financial Advisors
Michigan
$34.4K – – –
GWM
107
Geneos Wealth Management
Colorado
$33.8K – – –
MIM
108
Macroview Investment Management
Maryland
$32.5K – – –
Royal Bank of Canada
109
Royal Bank of Canada
Ontario, Canada
$28K – – –
HI
110
Harbour Investments
Wisconsin
$23.6K – – –
AWM
111
Avior Wealth Management
Nebraska
$20.2K +$19.4K +1,060 New
BFEC
112
Benjamin F. Edwards & Company
Missouri
$18K – – –
IA
113
IFP Advisors
Florida
$9.78K -$36.7K -2,000 -72%
National Bank of Canada
114
National Bank of Canada
Quebec, Canada
$9.17K – – –
BAM
115
Belpointe Asset Management
Nevada
$6.71K – – –
Bank of America
116
Bank of America
North Carolina
$4.89K +$4.7K +256 New
Commonwealth Equity Services
117
Commonwealth Equity Services
Massachusetts
$4.07K +$2.64K +144 +0.1%
AF
118
Advisornet Financial
Minnesota
$2.87K – – –
NFSG
119
Newbridge Financial Services Group
Florida
$2.87K – – –
CG
120
Cutler Group
California
$1K – – –
MA
121
Montag & Associates
Georgia
$382 – – –
FTUS
122
Flow Traders U.S.
New York
– -$2.19M -123,509 Closed
Bank of Montreal
123
Bank of Montreal
Ontario, Canada
– -$1.01M -57,000 Closed
DIA
124
Dana Investment Advisors
Wisconsin
– -$449K -25,369 Closed
NA
125
NewEdge Advisors
Louisiana
– -$112K -6,357 Closed
2 3 4
5
6

OUNZ Hedge Fund Activity: Q1 2023 in Review

121 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in VanEck Merk Gold Trust (OUNZ) for Q1 2023, worth a combined $315M — up 11% from $284M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new OUNZ positions and 7 closed out — a net gain of 8 holders — while 38 added to existing stakes and 24 trimmed.

The largest buyer was Cetera Advisor Networks, adding an estimated $6.57M. The largest seller was Knightsbridge Asset Management, cutting an estimated $6.57M.

  • 121 institutional investors held VanEck Merk Gold Trust (OUNZ) as of Q1 2023, up from 115 in Q4 2022.
  • Funds reported $315M of VanEck Merk Gold Trust stock for Q1 2023, up 11% quarter-over-quarter.
  • 15 funds opened new VanEck Merk Gold Trust positions in Q1 2023 and 7 closed out, a net change of +8 holders.
  • The largest VanEck Merk Gold Trust buyer in Q1 2023 was Cetera Advisor Networks, an estimated $6.57M added.
  • The largest VanEck Merk Gold Trust seller in Q1 2023 was Knightsbridge Asset Management, an estimated $6.57M sold.

Based on aggregated 13F filings for Q1 2023.