VanEck Merk Gold Trust
OUNZ
125 hedge funds and large institutions have $333M invested in VanEck Merk Gold Trust in 2023 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 45 increasing their positions, 28 reducing their positions, and 13 closing their positions.
2,052% more call options, than puts
Call options by funds: $538K | Put options by funds: $25K
61% more repeat investments, than reductions
Existing positions increased: 45 | Existing positions reduced: 28
1.2% more ownership
Funds ownership: 46.76% → 47.97% (+1.2%)
8% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 13
0% more funds holding
Funds holding: 125 → 125 (0)
1% less capital invested
Capital invested by funds: $337M → $333M (-$4.59M)
38% less funds holding in top 10
Funds holding in top 10: 8 → 5 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$10.3M |
| 2 |
FTUS
Flow Traders U.S.
New York
|
+$3.83M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$3.5M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$2.91M |
| 5 |
WEG
World Equity Group
Schaumburg,
Illinois
|
+$2.16M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IWM
IHT Wealth Management
Chicago,
Illinois
|
-$7.22M |
| 2 |
FS
Ferguson Shapiro
Decatur,
Georgia
|
-$4.28M |
| 3 |
SWM
SFG Wealth Management
Towson,
Maryland
|
-$1.93M |
| 4 |
VanEck Associates
New York
|
-$1.89M |
| 5 |
SIAP
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
|
-$1.78M |
OUNZ Hedge Fund Activity: Q3 2023 in Review
125 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in VanEck Merk Gold Trust (OUNZ) for Q3 2023, worth a combined $333M — down 1.4% from $337M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new OUNZ positions and 13 closed out — a net gain of 1 holder — while 45 added to existing stakes and 28 trimmed.
The largest buyer was Jane Street, adding an estimated $10.3M. The largest seller was IHT Wealth Management, cutting an estimated $7.22M.
- 125 institutional investors held VanEck Merk Gold Trust (OUNZ) as of Q3 2023, unchanged from Q2 2023.
- Funds reported $333M of VanEck Merk Gold Trust stock for Q3 2023, down 1.4% quarter-over-quarter.
- 14 funds opened new VanEck Merk Gold Trust positions in Q3 2023 and 13 closed out, a net change of +1 holder.
- The largest VanEck Merk Gold Trust buyer in Q3 2023 was Jane Street, an estimated $10.3M added.
- The largest VanEck Merk Gold Trust seller in Q3 2023 was IHT Wealth Management, an estimated $7.22M sold.
Based on aggregated 13F filings for Q3 2023.