VanEck Merk Gold Trust
OUNZ
137 hedge funds and large institutions have $456M invested in VanEck Merk Gold Trust in 2024 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 40 increasing their positions, 35 reducing their positions, and 9 closing their positions.
200% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 9
14% more repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 35
11% more funds holding
Funds holding: 123 → 137 (+14)
11% more capital invested
Capital invested by funds: $412M → $456M (+$44.3M)
0.31% more ownership
Funds ownership: 47.63% → 47.94% (+0.31%)
0% more funds holding in top 10
Funds holding in top 10: 7 → 7 (0)
29% less call options, than puts
Call options by funds: $162K | Put options by funds: $229K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$17.1M |
| 2 |
WA
Wealthstar Advisors
Plano,
Texas
|
+$9.26M |
| 3 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$8.93M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$6.53M |
| 5 |
SFC
Strategic Financial Concepts
San Antonio,
Texas
|
+$4.98M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAG
SageView Advisory Group
Newport Beach,
California
|
-$4.6M |
| 2 |
MCM
Morton Capital Management
Calabasas,
California
|
-$1.45M |
| 3 |
IGWM
ICA Group Wealth Management
Denver,
Colorado
|
-$1.29M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$1.02M |
| 5 |
LA
Lifeworks Advisors
Grand Rapids,
Michigan
|
-$983K |
OUNZ Hedge Fund Activity: Q2 2024 in Review
137 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in VanEck Merk Gold Trust (OUNZ) for Q2 2024, worth a combined $456M — up 11% from $412M a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new OUNZ positions and 9 closed out — a net gain of 18 holders — while 40 added to existing stakes and 35 trimmed.
The largest buyer was Cetera Investment Advisers, adding an estimated $17.1M. The largest seller was SageView Advisory Group, exiting entirely with an estimated $4.6M sold.
- 137 institutional investors held VanEck Merk Gold Trust (OUNZ) as of Q2 2024, up from 123 in Q1 2024.
- Funds reported $456M of VanEck Merk Gold Trust stock for Q2 2024, up 11% quarter-over-quarter.
- 27 funds opened new VanEck Merk Gold Trust positions in Q2 2024 and 9 closed out, a net change of +18 holders.
- The largest VanEck Merk Gold Trust buyer in Q2 2024 was Cetera Investment Advisers, an estimated $17.1M added.
- The largest VanEck Merk Gold Trust seller in Q2 2024 was SageView Advisory Group, an estimated $4.6M sold.
Based on aggregated 13F filings for Q2 2024.