Vaneck Merk Gold ETFOUNZETF
13F holders, Q2 2024 (June 30)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
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 26 | $18.8M |
| Exits | 9 | $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.