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VanEck Merk Gold Trust
OUNZ

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: 9 → 14 (+5)

24% more capital invested

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

13% more funds holding

Funds holding: 162 → 183 (+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

Top Buyers

1
LPL Financial
LPL Financial
California
+$24.5M
2
Renaissance Technologies
Renaissance Technologies
New York
+$8.88M
3
Osaic Holdings
Osaic Holdings
Arizona
+$4.77M
4
DZ Bank
DZ Bank
Germany
+$2.73M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.48M

Top Sellers

1
FFO
Fiduciary Family Office
Florida
-$11.6M
2
NHFG
New Harbor Financial Group
Massachusetts
-$11.6M
3
Jane Street
Jane Street
New York
-$5.1M
4
MCM
Morton Capital Management
California
-$2.86M
5
IAA
Independent Advisor Alliance
North Carolina
-$1.74M
Name Holding Trade Value Shares
Change 		Change in
Stake
RDFA
101
Ritter Daniher Financial Advisory
Ohio
$411K – – –
CPIG
102
Chicago Partners Investment Group
Illinois
$409K +$47.4K +1,716 +16%
WCP
103
Wick Capital Partners
Pennsylvania
$404K – – –
MI
104
Merk Investments
California
$386K -$193K -6,969 -35%
OP
105
ORG Partners
Indiana
$385K -$9.26K -335 -3%
GWM
106
Geneos Wealth Management
Colorado
$385K +$176K +6,381 +100%
WQ
107
Wealth Quarterback
New Jersey
$382K +$4.15K +150 +1%
Mariner
108
Mariner
Kansas
$378K – – –
PAMG
109
Patton Albertson Miller Group
Tennessee
$373K – – –
AWM
110
Accurate Wealth Management
Florida
$372K +$330K +11,950 New
DC
111
Davenport & Co
Virginia
$359K +$13.8K +500 +4%
FTA
112
Financial & Tax Architects
Missouri
$343K -$802 -29 -0.3%
HIP
113
HUB Investment Partners
Texas
$338K -$88.4K -3,198 -22%
CFA
114
Camarda Financial Advisors
Florida
$334K +$306K +11,072 New
DC
115
Destiny Capital
Colorado
$333K – – –
DPW
116
DiNuzzo Private Wealth
Pennsylvania
$329K +$124K +4,494 +70%
I
117
INVST
Indiana
$329K +$302K +10,924 New
US Bancorp
118
US Bancorp
Minnesota
$324K – – –
SFG
119
Snider Financial Group
Washington
$317K – – –
EWA
120
EverSource Wealth Advisors
Alabama
$312K – – –
SPIA
121
Steward Partners Investment Advisory
New York
$307K +$34.7K +1,254 +14%
NS
122
NBC Securities
Alabama
$304K +$279K +10,106 +101,060%
LFS
123
Littlejohn Financial Services
Oregon
$301K +$276K +10,000 New
SWC
124
Spectrum Wealth Counsel
Indiana
$300K +$275K +9,938 New
OLA
125
Oliver Luxxe Assets
New Jersey
$291K +$267K +9,651 New
3 4
5
6 7

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.