VanEck Merk Gold Trust
OUNZ
40 hedge funds and large institutions have $26.4M invested in VanEck Merk Gold Trust in 2019 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 2 increasing their positions, 11 reducing their positions, and 3 closing their positions.
200% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 3
42% more capital invested
Capital invested by funds: $18.6M → $26.4M (+$7.84M)
11% more funds holding
Funds holding: 36 → 40 (+4)
2.91% more ownership
Funds ownership: 10.89% → 13.8% (+2.9%)
82% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SBSB
Sullivan, Bruyette, Speros & Blaney
Mclean,
Virginia
|
+$196K |
| 2 |
UR
USCA RIA
Houston,
Texas
|
+$145K |
| 3 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
+$118K |
| 4 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
+$50.8K |
| 5 |
SPIA
Steward Partners Investment Advisory
New York
|
+$49.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PHS
Pekin Hardy Strauss
Chicago,
Illinois
|
-$2.12M |
| 2 |
VF
Virtu Financial
New York
|
-$1.08M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$938K |
| 4 |
FTUS
Flow Traders U.S.
New York
|
-$236K |
| 5 |
WA
WESPAC Advisors
Orinda,
California
|
-$229K |
OUNZ Hedge Fund Activity: Q4 2019 in Review
40 of the 5,092 institutional investors tracked by Wall St. Rank reported a position in VanEck Merk Gold Trust (OUNZ) for Q4 2019, worth a combined $26.4M — up 42% from $18.6M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new OUNZ positions and 3 closed out — a net gain of 6 holders — while 2 added to existing stakes and 11 trimmed.
The largest buyer was Sullivan, Bruyette, Speros & Blaney, opening a new position worth an estimated $196K. The largest seller was Pekin Hardy Strauss, cutting an estimated $2.12M.
- 40 institutional investors held VanEck Merk Gold Trust (OUNZ) as of Q4 2019, up from 36 in Q3 2019.
- Funds reported $26.4M of VanEck Merk Gold Trust stock for Q4 2019, up 42% quarter-over-quarter.
- 9 funds opened new VanEck Merk Gold Trust positions in Q4 2019 and 3 closed out, a net change of +6 holders.
- The largest VanEck Merk Gold Trust buyer in Q4 2019 was Sullivan, Bruyette, Speros & Blaney, an estimated $196K added.
- The largest VanEck Merk Gold Trust seller in Q4 2019 was Pekin Hardy Strauss, an estimated $2.12M sold.
Based on aggregated 13F filings for Q4 2019.