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VanEck Merk Gold Trust
OUNZ

94 hedge funds and large institutions have $252M invested in VanEck Merk Gold Trust in 2021 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 34 increasing their positions, 21 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

101% more capital invested

Capital invested by funds: $126M → $252M (+$127M)

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

62% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 21

56% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 9

19.82% more ownership

Funds ownership: 26.81% → 46.64% (+20%)

3% more funds holding

Funds holding: 91 → 94 (+3)

Holders
94
Holders Change
+3
Holders Change %
+3.3%
% of All Funds
1.65%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
14
Increased
34
Reduced
21
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCI
Brinker Capital Investments
Pennsylvania
+$60.8M
2
OPS
Orion Portfolio Solutions
Nebraska
+$60.8M
3
Osaic Holdings
Osaic Holdings
Arizona
+$3.09M
4
P
Pitcairn
Pennsylvania
+$1.67M
5
HF
HRT Financial
New York
+$1.64M

Top Sellers

1
LSAG
Lake Street Advisors Group
New Hampshire
-$1.36M
2
Creative Planning
Creative Planning
Kansas
-$1.3M
3
RJA
Raymond James & Associates
Florida
-$1.09M
4
IWM
IHT Wealth Management
Illinois
-$538K
5
WI
Wintrust Investments
Illinois
-$268K
Name Holding Trade Value Shares
Change 		Change in
Stake
BCI
1
Brinker Capital Investments
Pennsylvania
$59.7M +$60.8M +3,491,464 New
OPS
2
Orion Portfolio Solutions
Nebraska
$59.7M +$60.8M +3,491,464 New
P
3
Pitcairn
Pennsylvania
$18.7M +$1.67M +95,808 +10%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$11.2M -$237K -13,612 -2%
PHS
5
Pekin Hardy Strauss
Illinois
$9.04M +$48.2K +2,768 +0.5%
BFG
6
Barber Financial Group
Kansas
$7.96M +$707K +40,591 +10%
MI
7
Merk Investments
California
$7.09M +$190K +10,928 +3%
HighTower Advisors
8
HighTower Advisors
Illinois
$5.59M -$55.6K -3,195 -1%
RJA
9
Raymond James & Associates
Florida
$5.5M -$1.09M -62,588 -16%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$5.3M +$300K +17,216 +6%
Osaic Holdings
11
Osaic Holdings
Arizona
$4.88M +$3.09M +177,582 +164%
WPIC
12
White Pine Investment Company
Michigan
$4.53M +$59.4K +3,410 +1%
Ameriprise
13
Ameriprise
Minnesota
$4.5M +$104K +5,970 +2%
LPL Financial
14
LPL Financial
California
$4.16M +$497K +28,518 +13%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$3.35M +$618K +35,487 +22%
PP
16
PDS Planning
Ohio
$2.87M -$3.99K -229 -0.1%
SIAP
17
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2.79M +$179K +10,275 +7%
CWA
18
Capital Wealth Alliance
Arizona
$2.52M +$42.4K +2,434 +2%
KAM
19
Knightsbridge Asset Management
California
$2.52M +$1.28M +73,756 +100%
SWP
20
Stratos Wealth Partners
Ohio
$1.97M +$167K +9,615 +9%
HF
21
HRT Financial
New York
$1.85M +$1.64M +93,958 +665%
Creative Planning
22
Creative Planning
Kansas
$1.27M -$1.3M -74,848 -50%
SPC
23
Sigma Planning Corp
Michigan
$1.11M +$23.7K +1,360 +2%
WP
24
WealthSource Partners
California
$1.06M +$52.2K +2,995 +5%
TWP
25
Tower Wealth Partners
Pennsylvania
$1.05M +$16K +916 +2%
1
2 3 4 5

OUNZ Hedge Fund Activity: Q3 2021 in Review

94 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in VanEck Merk Gold Trust (OUNZ) for Q3 2021, worth a combined $252M — up 101% from $126M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new OUNZ positions and 9 closed out — a net gain of 5 holders — while 34 added to existing stakes and 21 trimmed.

The largest buyer was Brinker Capital Investments, opening a new position worth an estimated $60.8M. The largest seller was Lake Street Advisors Group, exiting entirely with an estimated $1.36M sold.

  • 94 institutional investors held VanEck Merk Gold Trust (OUNZ) as of Q3 2021, up from 91 in Q2 2021.
  • Funds reported $252M of VanEck Merk Gold Trust stock for Q3 2021, up 101% quarter-over-quarter.
  • 14 funds opened new VanEck Merk Gold Trust positions in Q3 2021 and 9 closed out, a net change of +5 holders.
  • The largest VanEck Merk Gold Trust buyer in Q3 2021 was Brinker Capital Investments, an estimated $60.8M added.
  • The largest VanEck Merk Gold Trust seller in Q3 2021 was Lake Street Advisors Group, an estimated $1.36M sold.

Based on aggregated 13F filings for Q3 2021.