We are live on ! Find out more
OUNZ icon

VanEck Merk Gold Trust

221 hedge funds and large institutions have $1.05B invested in VanEck Merk Gold Trust in 2025 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 89 increasing their positions, 41 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 41

94% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 18

22% more capital invested

Capital invested by funds: $864M → $1.05B (+$187M)

7% more funds holding

Funds holding: 206221 (+15)

1.19% less ownership

Funds ownership: 50.67%49.48% (-1.2%)

7% less funds holding in top 10

Funds holding in top 10: 1413 (-1)

Holders
221
Holders Change
+15
Holders Change %
+7.28%
% of All Funds
2.9%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.17%
New
35
Increased
89
Reduced
41
Closed
18
Calls
$868K
Puts
Net Calls
+$868K
Net Calls Change
-$1.32M
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
1
Morton Capital Management
California
$140M -$3.8M -114,002 -3%
LPL Financial
2
LPL Financial
California
$108M -$6.27M -188,082 -6%
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$64.2M +$951K +28,522 +2%
VanEck Associates
4
VanEck Associates
New York
$54.1M +$6.8M +203,956 +16%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$38.1M +$3.52M +105,657 +11%
P
6
Pitcairn
Pennsylvania
$36.8M -$4.04M -121,065 -11%
Ameriprise
7
Ameriprise
Minnesota
$29.7M +$913K +27,398 +4%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$26.9M +$6.68M +200,453 +38%
Raymond James Financial
9
Raymond James Financial
Florida
$26.9M -$2.29M -68,643 -9%
Wealth Enhancement Advisory Services
10
Wealth Enhancement Advisory Services
Minnesota
$26.4M -$481K -14,430 -2%
QC
11
Quadrature Capital
United Kingdom
$25.5M +$1.61M +48,199 +8%
MWM
12
Modern Wealth Management
Kansas
$23.3M +$777K +23,315 +4%
DA
13
Drake & Associates
Wisconsin
$17.3M +$1.65M +49,552 +12%
MML Investors Services
14
MML Investors Services
Massachusetts
$16M +$2.73M +81,798 +24%
KWM
15
Kiker Wealth Management
Georgia
$15.8M +$1.97M +59,025 +16%
Osaic Holdings
16
Osaic Holdings
Arizona
$15.3M -$139K -4,161 -1%
EPAM
17
Euro Pacific Asset Management
Puerto Rico
$14.7M -$2.04M -61,074 -13%
SOS
18
Silver Oak Securities
Tennessee
$14.1M +$88K +2,639 +0.7%
HighTower Advisors
19
HighTower Advisors
Illinois
$13.8M +$785K +23,560 +7%
JP Morgan Chase
20
JP Morgan Chase
New York
$12.1M +$546K +16,378 +5%
PHS
21
Pekin Hardy Strauss
Illinois
$12M -$439K -13,182 -4%
AAG
22
Accordant Advisory Group
Maryland
$10.9M +$172K +5,148 +2%
AAS
23
Ameritas Advisory Services
Nebraska
$9.98M +$2.03M +60,822 +29%
SC
24
Solstein Capital
California
$9.36M +$378K +11,323 +5%
SA
25
Sanctuary Advisors
Indiana
$9.16M +$7.84M +235,196 +2,101%

OUNZ Hedge Fund Activity: Q3 2025 in Review

221 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in VanEck Merk Gold Trust (OUNZ) for Q3 2025, worth a combined $1.05B — up 22% from $864M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new OUNZ positions and 18 closed out — a net gain of 17 holders — while 89 added to existing stakes and 41 trimmed.

The largest buyer was Sanctuary Advisors, adding an estimated $7.84M. The largest seller was Winnow Wealth, exiting entirely with an estimated $9.21M sold.

  • 221 institutional investors held VanEck Merk Gold Trust (OUNZ) as of Q3 2025, up from 206 in Q2 2025.
  • Funds reported $1.05B of VanEck Merk Gold Trust stock for Q3 2025, up 22% quarter-over-quarter.
  • 35 funds opened new VanEck Merk Gold Trust positions in Q3 2025 and 18 closed out, a net change of +17 holders.
  • The largest VanEck Merk Gold Trust buyer in Q3 2025 was Sanctuary Advisors, an estimated $7.84M added.
  • The largest VanEck Merk Gold Trust seller in Q3 2025 was Winnow Wealth, an estimated $9.21M sold.

Based on aggregated 13F filings for Q3 2025.