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VanEck Merk Gold Trust

35 hedge funds and large institutions have $23.1M invested in VanEck Merk Gold Trust in 2019 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

11% more capital invested

Capital invested by funds: $20.7M → $23.1M (+$2.32M)

0.84% more ownership

Funds ownership: 14.43%15.28% (+0.84%)

0% more funds holding

Funds holding: 3535 (0)

0% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 8

Holders
35
Holders Change
Holders Change %
0%
% of All Funds
0.76%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
8
Reduced
8
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VF
1
Virtu Financial
New York
$6.36M +$5.94M +464,095 +1,219%
PHS
2
Pekin Hardy Strauss
Illinois
$4.11M -$28.8K -2,250 -0.7%
HighTower Advisors
3
HighTower Advisors
Illinois
$3.25M +$88.2K +6,891 +3%
JP Morgan Chase
4
JP Morgan Chase
New York
$1.77M
AG
5
Advisor Group
Arizona
$1.3M +$32.1K +2,512 +3%
FCH
6
Freestone Capital Holdings
Washington
$791K
WP
7
WealthSource Partners
California
$785K +$96.7K +7,560 +14%
LPL Financial
8
LPL Financial
California
$759K +$26.2K +2,045 +4%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$746K -$4.54K -355 -0.6%
NL
10
NWAM LLC
Washington
$550K +$75.5K +5,900 +16%
Carson Wealth (CWM LLC)
11
Carson Wealth (CWM LLC)
Nebraska
$359K +$267K +20,871 New
SMC
12
Smith, Moore & Co
Missouri
$358K -$327K -25,600 -47%
SWP
13
Stratos Wealth Partners
Ohio
$329K -$27.9K -2,178 -8%
WT
14
Whittier Trust
California
$227K +$86.5K +6,760 +61%
SFSG
15
Stearns Financial Services Group
North Carolina
$189K
LNC
16
Lincoln National Corp
Pennsylvania
$182K +$184K +14,400 New
PPP
17
Private Portfolio Partners
New Jersey
$154K
Jane Street
18
Jane Street
New York
$144K -$265K -20,713 -65%
RJT
19
Raymond James Trust
Florida
$134K -$5.22K -408 -4%
DC
20
Davenport & Co
Virginia
$132K
OC
21
Oppenheimer & Co
New York
$131K +$133K +10,375 New
CIM
22
Cambria Investment Management
California
$63K +$63.6K +4,969 New
MA
23
MUFG Americas
New York
$57K
Wells Fargo
24
Wells Fargo
California
$53K
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$31K

OUNZ Hedge Fund Activity: Q1 2019 in Review

35 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in VanEck Merk Gold Trust (OUNZ) for Q1 2019, worth a combined $23.1M — up 11% from $20.7M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new OUNZ positions and 4 closed out — a net gain of 1 holder — while 8 added to existing stakes and 8 trimmed.

The largest buyer was Virtu Financial, adding an estimated $5.94M. The largest seller was SG Americas Securities, exiting entirely with an estimated $3.76M sold.

  • 35 institutional investors held VanEck Merk Gold Trust (OUNZ) as of Q1 2019, unchanged from Q4 2018.
  • Funds reported $23.1M of VanEck Merk Gold Trust stock for Q1 2019, up 11% quarter-over-quarter.
  • 5 funds opened new VanEck Merk Gold Trust positions in Q1 2019 and 4 closed out, a net change of +1 holder.
  • The largest VanEck Merk Gold Trust buyer in Q1 2019 was Virtu Financial, an estimated $5.94M added.
  • The largest VanEck Merk Gold Trust seller in Q1 2019 was SG Americas Securities, an estimated $3.76M sold.

Based on aggregated 13F filings for Q1 2019.