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VanEck Merk Gold Trust
OUNZ

35 hedge funds and large institutions have $20.7M invested in VanEck Merk Gold Trust in 2018 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 8 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

9% more funds holding

Funds holding: 32 → 35 (+3)

2% more capital invested

Capital invested by funds: $20.3M → $20.7M (+$419K)

1.02% less ownership

Funds ownership: 15.46% → 14.43% (-1%)

13% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 8

Holders
35
Holders Change
+3
Holders Change %
+9.38%
% of All Funds
0.78%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
7
Reduced
8
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$1.69M
2
AG
Advisor Group
Arizona
+$198K
3
TNAM
Terra Nova Asset Management
New York
+$151K
4
Jane Street
Jane Street
New York
+$127K
5
WTC
WhitTier Trust Company
Nevada
+$64.8K

Top Sellers

Rank Fund Capital Flow
1
VF
Virtu Financial
New York
-$1.56M
2
EWM
Evercore Wealth Management
New York
-$878K
3
Ameriprise
Ameriprise
Minnesota
-$589K
4
FCH
Freestone Capital Holdings
Washington
-$229K
5
WT
Whittier Trust
California
-$114K
Name Holding Trade Value Shares
Change 		Change in
Stake
PHS
1
Pekin Hardy Strauss
Illinois
$4.11M +$33.8K +2,800 +0.9%
SG Americas Securities
2
SG Americas Securities
New York
$3.76M – – –
HighTower Advisors
3
HighTower Advisors
Illinois
$3.14M -$18.9K -1,565 -0.6%
JP Morgan Chase
4
JP Morgan Chase
New York
$1.76M +$1.69M +140,000 +14,000,000%
AG
5
Advisor Group
Arizona
$1.26M +$198K +16,422 +20%
FCH
6
Freestone Capital Holdings
Washington
$786K -$229K -18,983 -23%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$746K -$1.51K -125 -0.2%
LPL Financial
8
LPL Financial
California
$729K -$70.3K -5,831 -9%
WP
9
WealthSource Partners
California
$685K +$27.6K +2,290 +4%
SMC
10
Smith, Moore & Co
Missouri
$678K – – –
VF
11
Virtu Financial
New York
$479K -$1.56M -129,052 -77%
NL
12
NWAM LLC
Washington
$472K +$7.54K +625 +2%
Jane Street
13
Jane Street
New York
$404K +$127K +10,525 +49%
SWP
14
Stratos Wealth Partners
Ohio
$354K – – –
SFSG
15
Stearns Financial Services Group
North Carolina
$188K – – –
TNAM
16
Terra Nova Asset Management
New York
$158K +$151K +12,545 New
PPP
17
Private Portfolio Partners
New Jersey
$153K +$147K +12,175 New
IA
18
IFP Advisors
Florida
$146K -$1.21K -100 -0.9%
WT
19
Whittier Trust
California
$140K -$114K -9,435 -46%
RJT
20
Raymond James Trust
Florida
$138K – – –
DC
21
Davenport & Co
Virginia
$132K – – –
WTC
22
WhitTier Trust Company
Nevada
$93K +$64.8K +5,370 +269%
MA
23
MUFG Americas
New York
$57K – – –
Wells Fargo
24
Wells Fargo
California
$53K – – –
UBS Group
25
UBS Group
Switzerland
$32K -$10.9K -906 -27%
1
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OUNZ Hedge Fund Activity: Q4 2018 in Review

35 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in VanEck Merk Gold Trust (OUNZ) for Q4 2018, worth a combined $20.7M — up 2.1% from $20.3M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new OUNZ positions and 2 closed out — a net gain of 3 holders — while 7 added to existing stakes and 8 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $1.69M. The largest seller was Virtu Financial, cutting an estimated $1.56M.

  • 35 institutional investors held VanEck Merk Gold Trust (OUNZ) as of Q4 2018, up from 32 in Q3 2018.
  • Funds reported $20.7M of VanEck Merk Gold Trust stock for Q4 2018, up 2.1% quarter-over-quarter.
  • 5 funds opened new VanEck Merk Gold Trust positions in Q4 2018 and 2 closed out, a net change of +3 holders.
  • The largest VanEck Merk Gold Trust buyer in Q4 2018 was JP Morgan Chase, an estimated $1.69M added.
  • The largest VanEck Merk Gold Trust seller in Q4 2018 was Virtu Financial, an estimated $1.56M sold.

Based on aggregated 13F filings for Q4 2018.