VanEck Merk Gold Trust
OUNZ
148 hedge funds and large institutions have $527M invested in VanEck Merk Gold Trust in 2024 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 54 increasing their positions, 34 reducing their positions, and 5 closing their positions.
280% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 5
59% more repeat investments, than reductions
Existing positions increased: 54 | Existing positions reduced: 34
54% more call options, than puts
Call options by funds: $914K | Put options by funds: $592K
15% more capital invested
Capital invested by funds: $456M → $527M (+$70.7M)
8% more funds holding
Funds holding: 137 → 148 (+11)
1.84% less ownership
Funds ownership: 47.94% → 46.11% (-1.8%)
14% less funds holding in top 10
Funds holding in top 10: 7 → 6 (-1)
Top Buyers
| 1 |
LPL Financial
San Diego,
California
|
+$7.1M |
| 2 |
SOS
Silver Oak Securities
Jackson,
Tennessee
|
+$2.22M |
| 3 |
Renaissance Technologies
New York
|
+$2.04M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.69M |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$1.41M |
Top Sellers
| 1 |
SFC
Strategic Financial Concepts
San Antonio,
Texas
|
-$5.38M |
| 2 |
VanEck Associates
New York
|
-$1.9M |
| 3 |
MCM
Morton Capital Management
Calabasas,
California
|
-$1.69M |
| 4 |
IWM
IHT Wealth Management
Chicago,
Illinois
|
-$1.41M |
| 5 |
HF
HRT Financial
New York
|
-$1.15M |
OUNZ Hedge Fund Activity: Q3 2024 in Review
148 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in VanEck Merk Gold Trust (OUNZ) for Q3 2024, worth a combined $527M — up 15% from $456M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new OUNZ positions and 5 closed out — a net gain of 14 holders — while 54 added to existing stakes and 34 trimmed.
The largest buyer was LPL Financial, adding an estimated $7.1M. The largest seller was Strategic Financial Concepts, cutting an estimated $5.38M.
- 148 institutional investors held VanEck Merk Gold Trust (OUNZ) as of Q3 2024, up from 137 in Q2 2024.
- Funds reported $527M of VanEck Merk Gold Trust stock for Q3 2024, up 15% quarter-over-quarter.
- 19 funds opened new VanEck Merk Gold Trust positions in Q3 2024 and 5 closed out, a net change of +14 holders.
- The largest VanEck Merk Gold Trust buyer in Q3 2024 was LPL Financial, an estimated $7.1M added.
- The largest VanEck Merk Gold Trust seller in Q3 2024 was Strategic Financial Concepts, an estimated $5.38M sold.
Based on aggregated 13F filings for Q3 2024.