Vaneck Merk Gold ETFOUNZETF

13F holders, Q2 2024 (June 30)
137holders +16
26new positions
9sold out
2famous investors
$22.22avg. 13F price*

At the end of Q2 2024, 137 institutions reported holding Vaneck Merk Gold ETF (OUNZ) in their 13F filings, up 16 from Q1 2024. 26 opened new positions and 9 sold out. The largest holders were Morton Capital Management LLC ($100.3M), LPL Financial LLC ($37.4M) and Cetera Investment Advisers ($33.6M). 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 → Q2 2024

InstitutionsTotal Value
New Positions26$18.8M
Exits9$7.2M

All 13F filers, Q1 2024 → Q2 2024: 3,314,244 shares bought and 665,720 shares sold, net +2,648,524 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 137 holders

Morton Capital Management LLC 23.81% Reduce -1.4% 4,464,873 $100.3M
LPL Financial LLC 0.02% Add +4.6% 1,666,871 $37.4M
Cetera Investment Advisers 0.08% Add +103.2% 1,495,062 $33.6M
Pitcairn Co. 2.02% Add +13.6% 1,469,962 $33.0M
Van Eck Associates Corp. 0.03% Reduce -2.4% 885,634 $19.9M
Wealth Enhancement Advisory Services, LLC 0.04% Add +112.4% 747,171 $16.8M
Envestnet Asset Management Inc. 0.01% Add +70.5% 699,438 $15.7M
Ameriprise Financial Inc. 0.00% Add +14.6% 568,686 $12.8M
Modern Wealth Management, LLC 0.71% Reduce -4.2% 427,175 $9.6M
Wealthstar Advisors, LLC 7.47% New 409,946 $9.2M
Pekin Hardy Strauss, Inc. 1.26% Reduce -5.0% 406,740 $9.1M
Euro Pacific Asset Management, LLC 1.80% Add +0.8% 400,442 $9.1M
HighTower Advisors, LLC 0.01% Add +1.9% 345,960 $7.8M
MML Investors Services, LLC 0.03% Add +12.9% 313,853 $7.0M
Raymond James Financial Services Advisors, Inc. 0.01% Add +2.6% 298,552 $6.7M
Lifeworks Advisors, LLC 1.75% Reduce -13.5% 279,915 $6.3M
Raymond James & Associates 0.00% Add +21.4% 255,861 $5.7M
Money Concepts Capital Corp. 0.48% Reduce -0.2% 252,879 $5.7M
Osaic Holdings, Inc. 0.01% Add +26.8% 245,264 $5.5M
Ameritas Advisory Services, LLC 0.20% Add +11.4% 235,369 $5.3M
Accordant Advisory Group Inc 4.49% Reduce -1.0% 205,417 $4.6M
IHT Wealth Management, LLC 0.16% Reduce -3.9% 194,674 $4.4M
Solstein Capital, LLC 2.82% Add +0.9% 192,451 $4.3M
Silver Oak Securities, Incorporated 0.62% Reduce -6.2% 183,385 $4.1M
Commonwealth Equity Services, LLC 0.01% Reduce -20.1% 178,665 $4.0M
Dogwood Wealth Management LLC 2.43% Add +7.6% 175,842 $3.9M
Cambridge Investment Research Advisors, Inc. 0.01% Add +10.3% 174,545 $3.9M
Samalin Investment Counsel, LLC 1.81% Add +1.0% 172,710 $3.9M
PDS Planning, Inc 0.38% No change 167,778 $3.8M
Forum Financial Management, LP 0.07% No change 160,123 $3.6M
Capital Wealth Alliance, LLC 1.87% Reduce -1.3% 145,882 $3.3M
Smart Money Group LLC 1.09% Add +5.4% 128,185 $3.0M
Guild Investment Management, Inc. 3.45% Add +739.6% 134,330 $3.0M
Renaissance Technologies 0.00% Add +60.6% 102,800 $2.3M
Stratos Wealth Partners, LTD. 0.03% Add +5.0% 95,217 $2.1M
Castleview Partners, LLC 1.16% Add +108.5% 90,826 $2.0M
Faithward Advisors, LLC 0.32% New 79,269 $1.8M
Oppenheimer & Co. Inc. 0.03% Add +0.3% 71,561 $1.6M
UMB Bank, n.a. 0.03% Reduce 0.0% 69,968 $1.6M
EP Wealth Advisors, LLC 0.01% No change 62,300 $1.4M
Creative Planning 0.00% Add +0.8% 57,718 $1.3M
Terra Nova Asset Management LLC 0.99% No change 55,695 $1.3M
OneDigital Investment Advisors LLC 0.01% New 52,506 $1.2M
HRT Financial LP 0.01% New 51,205 $1.1M
Tower Wealth Partners, Inc. 0.70% Reduce -7.9% 50,184 $1.1M
Lyell Wealth Management, LP 0.11% Add +56.6% 49,665 $1.1M
Security National Bank 0.16% Add +47.9% 49,262 $1.1M
WESPAC Advisors, LLC 0.82% Reduce -11.7% 46,573 $1.0M
Sigma Planning Corp 0.03% Reduce -4.3% 44,094 $990K
Walkner Condon Financial Advisors LLC 0.21% Reduce -0.0% 43,270 $965K
Clear Harbor Asset Management, LLC 0.08% Reduce -20.6% 42,750 $960K
Baker Ellis Asset Management LLC 0.14% No change 42,000 $943K
Stifel Financial Corp. 0.00% Add +9.4% 40,253 $904K
Crawford Fund Management, LLC 0.71% Reduce -24.6% 39,900 $896K
Mather Group, Llc. 0.01% Reduce -18.2% 41,270 $886K
Integrated Advisors Network LLC 0.04% Add +0.7% 38,177 $857K
Morgan Stanley 0.00% Add +15.8% 36,130 $811K
Sheets Smith Wealth Management 0.10% New 36,116 $811K
Rockefeller Capital Management L.P. 0.00% Add +45.6% 35,854 $805K
Comerica Bank 0.00% Reduce -45.4% 33,256 $747K
SFG Wealth Management, LLC. 0.41% New 31,799 $714K
Mayflower Financial Advisors, LLC 0.11% Add +21.9% 31,095 $698K
Knightsbridge Asset Management, LLC 0.15% Reduce -27.9% 26,457 $594K
Sloy Dahl & Holst, LLC 0.12% Add +5.7% 24,940 $560K
White Pine Capital LLC 0.20% Add +4.4% 23,927 $537K
Shufro Rose & Co. LLC 0.04% Reduce -6.2% 23,203 $521K
Farther Finance Advisors, LLC 0.02% New 20,959 $472K
Sprott Inc. 0.03% No change 19,488 $438K
Whittier Trust Co. 0.01% No change 19,035 $427K
WMS Partners, LLC 0.03% Add +9.1% 18,893 $424K
Merk Investments LLC 0.47% New 18,800 $422K
HUB Investment Partners, LLC 0.02% Reduce -44.0% 18,723 $421K
Two Sigma Securities, LLC 0.02% Add +6.9% 16,300 $366K
NewEdge Advisors, LLC 0.00% Reduce -3.6% 16,085 $361K
RDA Financial Network 0.12% New 15,854 $356K
Advisory Services Network, LLC 0.01% New 15,298 $344K
Janney Montgomery Scott LLC 0.00% No change 15,225 $342K
Proficio Capital Partners LLC 0.03% No change 14,600 $328K
Foundations Investment Advisors, LLC 0.01% New 14,118 $317K
Smith, Moore & Co. 0.03% No change 13,905 $312K
Ritter Daniher Financial Advisory LLC / DE 0.10% No change 13,635 $306K
Wick Capital Partners, LLC 0.10% New 13,411 $301K
Whitaker-Myers Wealth Managers, LTD. 0.11% Add +17.4% 13,400 $301K
Orion Porfolio Solutions, LLC 0.00% New 13,150 $295K
Orion Portfolio Solutions, LLC 0.00% New 13,150 $295K
Spectrum Planning & Advisory Services Inc. 0.28% — 12,901 $290K
Warwick Investment Management, Inc. 0.07% New 12,615 $283K
Cadence Bank 0.02% Reduce -4.1% 12,445 $280K
Private Advisor Group, LLC 0.00% Reduce -9.4% 12,265 $275K
Mariner, LLC 0.00% Reduce -46.3% 11,960 $269K
DAVENPORT & Co LLC 0.00% No change 11,400 $256K
EverSource Wealth Advisors, LLC 0.02% No change 10,689 $253K
Chicago Partners Investment Group LLC 0.01% Add +6.1% 10,859 $252K
Destiny Capital Corp 0.17% No change 11,060 $248K
Wealth Quarterback LLC 0.14% New 11,037 $248K
Thompson Davis & Co., Inc. 0.21% No change 10,915 $245K
US Bancorp \de 0.00% No change 10,754 $242K
Snider Financial Group 0.09% No change 10,532 $237K
Lanark Financial, Inc. 0.02% No change 10,416 $233K
Perennial Investment Advisors, LLC 0.03% No change 10,275 $231K

"% 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 137 holders