VanEck Merk Gold Trust
OUNZ
12 hedge funds and large institutions have $4.33M invested in VanEck Merk Gold Trust in 2015 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 0 closing their positions.
50% more funds holding
Funds holding: 8 → 12 (+4)
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
4.59% less ownership
Funds ownership: 11.85% → 7.26% (-4.6%)
42% less capital invested
Capital invested by funds: $7.48M → $4.33M (-$3.15M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
+$132K |
| 2 |
BCMIO
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
+$63.9K |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
+$61.8K |
| 4 |
CFN
Cordasco Financial Network
Naples,
Florida
|
+$39.2K |
| 5 |
LFR
Lehman Financial Resources
Media,
Pennsylvania
|
+$11.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VF
Virtu Financial
New York
|
-$3.43M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$28.1K |
OUNZ Hedge Fund Activity: Q2 2015 in Review
12 of the 3,730 institutional investors tracked by Wall St. Rank reported a position in VanEck Merk Gold Trust (OUNZ) for Q2 2015, worth a combined $4.33M — down 42% from $7.48M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new OUNZ positions and 0 closed out — a net gain of 4 holders — while 2 added to existing stakes and 2 trimmed.
The largest buyer was Stratos Wealth Partners, opening a new position worth an estimated $132K. The largest seller was Virtu Financial, cutting an estimated $3.43M.
- 12 institutional investors held VanEck Merk Gold Trust (OUNZ) as of Q2 2015, up from 8 in Q1 2015.
- Funds reported $4.33M of VanEck Merk Gold Trust stock for Q2 2015, down 42% quarter-over-quarter.
- 4 funds opened new VanEck Merk Gold Trust positions in Q2 2015 and 0 closed out, a net change of +4 holders.
- The largest VanEck Merk Gold Trust buyer in Q2 2015 was Stratos Wealth Partners, an estimated $132K added.
- The largest VanEck Merk Gold Trust seller in Q2 2015 was Virtu Financial, an estimated $3.43M sold.
Based on aggregated 13F filings for Q2 2015.