VanEck Merk Gold Trust
OUNZ
32 hedge funds and large institutions have $20.3M invested in VanEck Merk Gold Trust in 2018 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 7 increasing their positions, 9 reducing their positions, and 3 closing their positions.
0.01% less ownership
Funds ownership: 15.46% → 15.46% (-0.01%)
3% less funds holding
Funds holding: 33 → 32 (-1)
22% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 9
30% less capital inflows, than outflows
Capital inflows: $1.47M | Capital outflows: $2.09M
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Virtu Financial
New York
|
+$1.21M |
| 2 |
Raymond James Trust
St. Petersburg,
Florida
|
+$131K |
| 3 |
NWAM LLC
Mercer Island,
Washington
|
+$36.1K |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$31.6K |
| 5 |
WealthSource Partners
San Luis Obispo,
California
|
+$22.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Advisor Group
Phoenix,
Arizona
|
-$1.13M |
| 2 |
Stratos Wealth Partners
Beachwood,
Ohio
|
-$197K |
| 3 |
Freestone Capital Holdings
Seattle,
Washington
|
-$175K |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
-$142K |
| 5 |
WPC
White Pine Capital
Bloomington,
Minnesota
|
-$136K |
OUNZ Hedge Fund Activity: Q3 2018 in Review
32 of the 4,392 institutional investors tracked by Wall St. Rank reported a position in VanEck Merk Gold Trust (OUNZ) for Q3 2018, worth a combined $20.3M — down 7.5% from $22M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of OUNZ and 2 opened new positions — a net loss of 1 holder — while 9 trimmed existing stakes and 7 added.
The largest buyer was Virtu Financial, adding an estimated $1.21M. The largest seller was Advisor Group, cutting an estimated $1.13M.
- 32 institutional investors held VanEck Merk Gold Trust (OUNZ) as of Q3 2018, down from 33 in Q2 2018.
- Funds reported $20.3M of VanEck Merk Gold Trust stock for Q3 2018, down 7.5% quarter-over-quarter.
- 2 funds opened new VanEck Merk Gold Trust positions in Q3 2018 and 3 closed out, a net change of -1 holder.
- The largest VanEck Merk Gold Trust buyer in Q3 2018 was Virtu Financial, an estimated $1.21M added.
- The largest VanEck Merk Gold Trust seller in Q3 2018 was Advisor Group, an estimated $1.13M sold.
Based on aggregated 13F filings for Q3 2018.