Vaneck Merk Gold ETFOUNZETF

13F holders, Q1 2024 (March 31)
121holders
2famous investors
$21.68avg. 13F price*

At the end of Q1 2024, 121 institutions reported holding Vaneck Merk Gold ETF (OUNZ) in their 13F filings. The largest holders were Morton Capital Management LLC ($97.3M), LPL Financial LLC ($34.2M) and Pitcairn Co. ($27.8M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Vaneck Merk Gold ETF
CUSIP
921078101
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300 Q1 2024: 121Q1 2024Q2 2024: 137Q2 2024Q3 2024: 148Q3 2024Q4 2024: 162Q4 2024Q1 2025: 184Q1 2025Q2 2025: 206Q2 2025Q3 2025: 221Q3 2025Q4 2025: 257Q4 2025Q1 2026: 291Q1 2026Q2 2026: 268Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions13$23.9M
Exits18$9.5M

Ownership 121 holders

Morton Capital Management LLC 26.27% Add +2.1% 4,529,103 $97.3M
LPL Financial LLC 0.02% Add +6.4% 1,593,658 $34.2M
Pitcairn Co. 1.80% Add +5.5% 1,294,594 $27.8M
Van Eck Associates Corp. 0.03% Reduce -0.8% 907,502 $19.5M
Cetera Investment Advisers 0.04% New 735,870 $15.8M
Ameriprise Financial Inc. 0.00% Reduce -1.7% 496,391 $10.7M
Modern Wealth Management, LLC 0.89% Add +18.4% 445,985 $9.6M
Starfox Financial Services, LLC 8.06% Add +2.1% 412,130 $9.5M
Pekin Hardy Strauss, Inc. 1.26% Reduce -1.4% 428,251 $9.2M
Envestnet Asset Management Inc. 0.00% Add +0.6% 410,291 $8.8M
Euro Pacific Asset Management, LLC 1.75% Add +14.5% 397,164 $8.6M
Wealth Enhancement Advisory Services, LLC 0.02% Add +18.4% 351,807 $7.6M
HighTower Advisors, LLC 0.01% Reduce -6.4% 339,340 $7.3M
Lifeworks Advisors, LLC 1.95% Reduce -3.5% 323,445 $6.9M
Raymond James Financial Services Advisors, Inc. 0.01% Reduce -2.0% 290,893 $6.2M
MML Investors Services, LLC 0.02% Add +9.6% 278,097 $6.0M
Money Concepts Capital Corp. 0.50% Reduce -0.8% 253,275 $5.4M
Commonwealth Equity Services, LLC 0.01% Reduce -1.1% 223,630 $4.8M
Ameritas Advisory Services, LLC 0.19% Add +760.9% 211,266 $4.7M
SageView Advisory Group, LLC 0.23% New 87,932 $4.6M
Raymond James & Associates 0.00% Add +10.2% 210,700 $4.5M
Accordant Advisory Group Inc 3.33% — 207,485 $4.5M
IHT Wealth Management, LLC 0.17% Reduce -20.2% 202,556 $4.4M
Silver Oak Securities, Incorporated 0.64% Reduce -21.2% 195,413 $4.2M
Osaic Holdings, Inc. 0.01% Add +14.0% 193,487 $4.2M
Solstein Capital, LLC 2.84% Add +16.2% 190,706 $4.1M
Samalin Investment Counsel, LLC 1.75% Add +12.1% 170,997 $3.7M
PDS Planning, Inc 0.38% No change 167,778 $3.6M
Dogwood Wealth Management LLC 2.37% Add +12.9% 163,365 $3.5M
Forum Financial Management, LP 0.06% No change 160,123 $3.4M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -1.5% 158,172 $3.4M
Capital Wealth Alliance, LLC 1.88% Add +0.1% 147,741 $3.2M
Smart Money Group LLC 1.05% Add +15.3% 121,581 $2.7M
Stratos Wealth Partners, LTD. 0.03% Reduce -1.5% 90,662 $1.9M
Oppenheimer & Co. Inc. 0.03% Add +3.7% 71,308 $1.5M
UMB Bank, n.a. 0.02% No change 69,969 $1.5M
Renaissance Technologies 0.00% Reduce -57.9% 64,000 $1.4M
EP Wealth Advisors, LLC 0.02% No change 62,300 $1.3M
Comerica Bank 0.01% No change 60,916 $1.3M
ICA Group Wealth Management, LLC 0.25% Reduce -6.8% 57,781 $1.2M
Creative Planning 0.00% Add +1.4% 57,277 $1.2M
Terra Nova Asset Management LLC 0.95% No change 55,695 $1.2M
Tower Wealth Partners, Inc. 0.76% Add +1.8% 54,474 $1.2M
Clear Harbor Asset Management, LLC 0.10% No change 53,835 $1.2M
Crawford Fund Management, LLC 0.89% No change 52,900 $1.1M
WESPAC Advisors, LLC 0.66% Add +0.0% 52,749 $1.1M
Mather Group, Llc. 0.02% Add +1.0% 50,473 $1.0M
Sigma Planning Corp 0.03% Add +161.2% 46,049 $989K
Castleview Partners, LLC 0.52% Add +1973.5% 43,565 $936K
Walkner Condon Financial Advisors LLC 0.20% Add +0.0% 43,286 $928K
Baker Ellis Asset Management LLC 0.13% No change 42,000 $902K
Integrated Advisors Network LLC 0.04% Add +7.1% 37,906 $814K
Stifel Financial Corp. 0.00% Add +6.9% 36,806 $791K
Knightsbridge Asset Management, LLC 0.21% No change 36,704 $733K
HUB Investment Partners, LLC 0.04% New 33,448 $718K
Security National Bank 0.11% No change 33,318 $716K
Lincoln National Corp. 0.01% Reduce -14.1% 33,125 $712K
Lyell Wealth Management, LP 0.07% Add +9.8% 31,715 $681K
Citadel Advisors 0.00% New 31,269 $672K
Morgan Stanley 0.00% Reduce -0.2% 31,207 $670K
Private Portfolio Partners LLC 0.13% Reduce -0.9% 28,740 $617K
Mayflower Financial Advisors, LLC 0.09% No change 25,520 $548K
Shufro Rose & Co. LLC 0.04% Add +6.2% 24,736 $531K
Rockefeller Capital Management L.P. 0.00% New 24,626 $529K
White Pine Capital LLC 0.19% Add +4.3% 22,927 $508K
Sloy Dahl & Holst, LLC 0.12% Add +2.2% 23,590 $507K
Mariner, LLC 0.00% Add +1.8% 22,287 $479K
Ieq Capital, LLC 0.01% New 20,450 $439K
Sprott Inc. 0.03% No change 19,488 $419K
Susquehanna International Group, LLP 0.00% New 19,384 $416K
Whittier Trust Co. 0.01% No change 19,035 $409K
Brookstone Capital Management 0.01% Add +11.4% 17,409 $374K
WMS Partners, LLC 0.03% No change 17,316 $372K
NewEdge Advisors, LLC 0.00% Reduce -93.5% 16,682 $358K
Truist Financial Corp. 0.00% No change 16,436 $353K
Guild Investment Management, Inc. 0.44% Reduce -20.0% 16,000 $344K
Two Sigma Securities, LLC 0.02% New 15,249 $328K
Janney Montgomery Scott LLC 0.00% No change 15,225 $327K
Proficio Capital Partners LLC 0.03% No change 14,600 $314K
Strategic Financial Concepts, LLC 0.07% New 14,405 $309K
Smith, Moore & Co. 0.03% No change 13,905 $299K
Ritter Daniher Financial Advisory LLC / DE 0.10% No change 13,635 $293K
Private Advisor Group, LLC 0.00% Reduce -14.1% 13,539 $291K
Cadence Bank 0.02% Reduce -57.0% 12,979 $279K
Whitaker-Myers Wealth Managers, LTD. 0.10% Add +2.3% 11,409 $245K
DAVENPORT & Co LLC 0.00% No change 11,400 $245K
Cape Investment Advisory, Inc. 0.11% Add +7.5% 11,321 $243K
Beacon Pointe Advisors, LLC 0.00% Reduce -5.5% 11,109 $239K
Destiny Capital Corp 0.17% No change 11,060 $238K
EverSource Wealth Advisors, LLC 0.02% No change 10,689 $237K
Thompson Davis & Co., Inc. 0.16% Reduce -7.6% 10,915 $234K
US Bancorp \de 0.00% No change 10,754 $231K
Chicago Partners Investment Group LLC 0.01% No change 10,233 $230K
Snider Financial Group 0.09% No change 10,532 $226K
Lanark Financial, Inc. 0.02% No change 10,416 $223K
Perennial Investment Advisors, LLC 0.03% No change 10,275 $221K
Principal Securities, Inc. 0.01% No change 10,000 $215K
HM Payson & Co. 0.00% No change 8,479 $182K
Harbour Investments, Inc. 0.01% Add +3.7% 8,116 $174K
Cwm, LLC 0.00% Reduce -25.1% 7,607 $163K

"% of holder's portfolio" is OUNZ's weight in each manager's 13F, not the share of Vaneck Merk Gold ETF the manager owns.

Show all 121 holders