VanEck Merk Gold Trust
OUNZ
123 hedge funds and large institutions have $412M invested in VanEck Merk Gold Trust in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 38 increasing their positions, 28 reducing their positions, and 17 closing their positions.
7,669% more call options, than puts
Call options by funds: $1.01M | Put options by funds: $13K
36% more repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 28
17% more funds holding in top 10
Funds holding in top 10: 6 → 7 (+1)
15% more capital invested
Capital invested by funds: $357M → $412M (+$54.6M)
1.49% more ownership
Funds ownership: 46.15% → 47.63% (+1.5%)
4% less funds holding
Funds holding: 128 → 123 (-5)
12% less first-time investments, than exits
New positions opened: 15 | Existing positions closed: 17
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$14.7M |
| 2 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
+$3.74M |
| 3 |
LPL Financial
San Diego,
California
|
+$1.92M |
| 4 |
MCM
Morton Capital Management
Calabasas,
California
|
+$1.84M |
| 5 |
SAG
SageView Advisory Group
Newport Beach,
California
|
+$1.76M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$4.78M |
| 2 |
PMG
ProVise Management Group
Clearwater,
Florida
|
-$2.57M |
| 3 |
Renaissance Technologies
New York
|
-$1.76M |
| 4 |
SWM
SFG Wealth Management
Towson,
Maryland
|
-$1.76M |
| 5 |
SOS
Silver Oak Securities
Jackson,
Tennessee
|
-$1.05M |
OUNZ Hedge Fund Activity: Q1 2024 in Review
123 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in VanEck Merk Gold Trust (OUNZ) for Q1 2024, worth a combined $412M — up 15% from $357M a quarter earlier.
Sellers outnumbered buyers: 17 funds closed out of OUNZ and 15 opened new positions — a net loss of 2 holders — while 28 trimmed existing stakes and 38 added.
The largest buyer was Cetera Investment Advisers, opening a new position worth an estimated $14.7M. The largest seller was NewEdge Advisors, cutting an estimated $4.78M.
- 123 institutional investors held VanEck Merk Gold Trust (OUNZ) as of Q1 2024, down from 128 in Q4 2023.
- Funds reported $412M of VanEck Merk Gold Trust stock for Q1 2024, up 15% quarter-over-quarter.
- 15 funds opened new VanEck Merk Gold Trust positions in Q1 2024 and 17 closed out, a net change of -2 holders.
- The largest VanEck Merk Gold Trust buyer in Q1 2024 was Cetera Investment Advisers, an estimated $14.7M added.
- The largest VanEck Merk Gold Trust seller in Q1 2024 was NewEdge Advisors, an estimated $4.78M sold.
Based on aggregated 13F filings for Q1 2024.