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VanEck Merk Gold Trust
OUNZ

123 hedge funds and large institutions have $412M invested in VanEck Merk Gold Trust in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 38 increasing their positions, 28 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

7,669% more call options, than puts

Call options by funds: $1.01M | Put options by funds: $13K

36% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 28

17% more funds holding in top 10

Funds holding in top 10: 6 → 7 (+1)

14% more capital invested

Capital invested by funds: $360M → $412M (+$51.5M)

1.08% more ownership

Funds ownership: 46.55% → 47.63% (+1.1%)

5% less funds holding

Funds holding: 129 → 123 (-6)

17% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 18

Holders
123
Holders Change
-6
Holders Change %
-4.65%
% of All Funds
1.77%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.1%
New
15
Increased
38
Reduced
28
Closed
18
Calls
$1.01M
Puts
$13K
Net Calls
+$997K
Net Calls Change
+$1.05M

Top Buyers

1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$14.7M
2
AAS
Ameritas Advisory Services
Nebraska
+$3.74M
3
LPL Financial
LPL Financial
California
+$1.92M
4
MCM
Morton Capital Management
California
+$1.84M
5
SAG
SageView Advisory Group
California
+$1.76M

Top Sellers

1
NA
NewEdge Advisors
Louisiana
-$4.78M
2
PMG
ProVise Management Group
Florida
-$2.57M
3
GBWM
Granite Bay Wealth Management
New Hampshire
-$2.39M
4
Renaissance Technologies
Renaissance Technologies
New York
-$1.76M
5
SWM
SFG Wealth Management
Maryland
-$1.76M
Name Holding Trade Value Shares
Change 		Change in
Stake
HI
101
Harbour Investments
Wisconsin
$174K +$5.77K +288 +4%
Carson Wealth (CWM LLC)
102
Carson Wealth (CWM LLC)
Nebraska
$163K -$51.1K -2,549 -25%
BCWM
103
Bartlett & Co Wealth Management
Ohio
$161K – – –
WWP
104
WR Wealth Planners
Missouri
$107K +$100K +5,000 New
BFEC
105
Benjamin F. Edwards & Company
Missouri
$104K -$24.8K -1,239 -20%
SPIA
106
Steward Partners Investment Advisory
New York
$99K – – –
WTC
107
WhitTier Trust Company
Nevada
$76.8K – – –
GRP
108
Global Retirement Partners
California
$62.8K -$10.5K -522 -15%
GWM
109
Geneos Wealth Management
Colorado
$37.8K – – –
MIM
110
Macroview Investment Management
Maryland
$36.5K – – –
Royal Bank of Canada
111
Royal Bank of Canada
Ontario, Canada
$26K – – –
PMFA
112
Plante Moran Financial Advisors
Michigan
$19.6K -$17.8K -889 -49%
HCM
113
Hollencrest Capital Management
California
$18.5K – – –
National Bank of Canada
114
National Bank of Canada
Quebec, Canada
$11K – – –
IA
115
IFP Advisors
Florida
$10.6K – – –
MSG
116
Main Street Group
Virginia
$6.25K – – –
Fidelity Investments
117
Fidelity Investments
Massachusetts
$5.18K +$3.21K +160 +198%
CFGS
118
Concourse Financial Group Securities
Alabama
$4.19K +$3.91K +195 New
AssetMark Inc
119
AssetMark Inc
California
$2.43K +$2.26K +113 New
SS
120
Sunbelt Securities
Texas
$2.15K – – –
CG
121
Cutler Group
California
$2K +$2K +100 New
BNP Paribas Financial Markets
122
BNP Paribas Financial Markets
France
$1.89K +$1.76K +88 New
MA
123
Montag & Associates
Georgia
$430 – – –
PMG
124
ProVise Management Group
Florida
– -$2.57M -128,639 Closed
GBWM
125
Granite Bay Wealth Management
New Hampshire
– -$2.39M -124,976 Closed
2 3 4
5
6

OUNZ Hedge Fund Activity: Q1 2024 in Review

123 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in VanEck Merk Gold Trust (OUNZ) for Q1 2024, worth a combined $412M — up 14% from $360M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of OUNZ and 15 opened new positions — a net loss of 3 holders — while 28 trimmed existing stakes and 38 added.

The largest buyer was Cetera Investment Advisers, opening a new position worth an estimated $14.7M. The largest seller was NewEdge Advisors, cutting an estimated $4.78M.

  • 123 institutional investors held VanEck Merk Gold Trust (OUNZ) as of Q1 2024, down from 129 in Q4 2023.
  • Funds reported $412M of VanEck Merk Gold Trust stock for Q1 2024, up 14% quarter-over-quarter.
  • 15 funds opened new VanEck Merk Gold Trust positions in Q1 2024 and 18 closed out, a net change of -3 holders.
  • The largest VanEck Merk Gold Trust buyer in Q1 2024 was Cetera Investment Advisers, an estimated $14.7M added.
  • The largest VanEck Merk Gold Trust seller in Q1 2024 was NewEdge Advisors, an estimated $4.78M sold.

Based on aggregated 13F filings for Q1 2024.