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VanEck Merk Gold Trust

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 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

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: 67 (+1)

14% more capital invested

Capital invested by funds: $360M → $412M (+$51.5M)

1.08% more ownership

Funds ownership: 46.55%47.63% (+1.1%)

5% less funds holding

Funds holding: 129123 (-6)

17% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 18

Holders
123
Holders Change
-6
Holders Change %
-4.65%
% of All Funds
1.77%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.1%
New
15
Increased
38
Reduced
28
Closed
18
Calls
$1.01M
Puts
$13K
Net Calls
+$997K
Net Calls Change
+$1.05M
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
1
Morton Capital Management
California
$97.3M +$1.84M +91,986 +2%
LPL Financial
2
LPL Financial
California
$34.2M +$1.92M +95,757 +6%
P
3
Pitcairn
Pennsylvania
$27.8M +$1.35M +67,561 +6%
VanEck Associates
4
VanEck Associates
New York
$19.5M -$150K -7,461 -0.8%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$15.8M +$14.7M +735,870 New
CAN
6
Cetera Advisor Networks
California
$14.7M -$60.2K -3,003 -0.4%
Ameriprise
7
Ameriprise
Minnesota
$10.7M -$175K -8,739 -2%
MWM
8
Modern Wealth Management
Kansas
$9.58M +$1.39M +69,345 +18%
SFS
9
Starfox Financial Services
Texas
$9.5M +$168K +8,401 +2%
PHS
10
Pekin Hardy Strauss
Illinois
$9.2M -$118K -5,891 -1%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$8.81M +$50K +2,493 +0.6%
EPAM
12
Euro Pacific Asset Management
Puerto Rico
$8.61M +$1.01M +50,392 +15%
Wealth Enhancement Advisory Services
13
Wealth Enhancement Advisory Services
Minnesota
$7.56M +$1.09M +54,610 +18%
HighTower Advisors
14
HighTower Advisors
Illinois
$7.29M -$466K -23,235 -6%
LA
15
Lifeworks Advisors
Michigan
$6.95M -$234K -11,662 -3%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$6.25M -$120K -5,991 -2%
MML Investors Services
17
MML Investors Services
Massachusetts
$5.97M +$488K +24,365 +10%
MCC
18
Money Concepts Capital
Florida
$5.44M -$43.7K -2,179 -0.9%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$4.8M -$48.8K -2,433 -1%
AAS
20
Ameritas Advisory Services
Nebraska
$4.7M +$3.74M +186,726 +761%
SAG
21
SageView Advisory Group
California
$4.6M +$1.76M +87,932 New
RJA
22
Raymond James & Associates
Florida
$4.53M +$391K +19,500 +10%
AAG
23
Accordant Advisory Group
Maryland
$4.46M +$4.16M +207,485 New
IWM
24
IHT Wealth Management
Illinois
$4.35M -$1.03M -51,284 -20%
SOS
25
Silver Oak Securities
Tennessee
$4.2M -$1.05M -52,531 -21%

OUNZ Hedge Fund Activity: Q1 2024 in Review

123 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in VanEck Merk Gold Trust (OUNZ) for Q1 2024, worth a combined $412M — up 14% from $360M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of OUNZ and 15 opened new positions — a net loss of 3 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 129 in Q4 2023.
  • Funds reported $412M of VanEck Merk Gold Trust stock for Q1 2024, up 14% quarter-over-quarter.
  • 15 funds opened new VanEck Merk Gold Trust positions in Q1 2024 and 18 closed out, a net change of -3 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.