Vaneck Merk Gold ETFOUNZETF
13F holders, Q3 2024 (September 30)148holders +11
17new positions
5sold out
2famous investors
$25.43avg. 13F price*
At the end of Q3 2024, 148 institutions reported holding Vaneck Merk Gold ETF (OUNZ) in their 13F filings, up 11 from Q2 2024. 17 opened new positions and 5 sold out. The largest holders were Morton Capital Management LLC ($111.6M), LPL Financial LLC ($49.9M) and Cetera Investment Advisers ($39.5M). 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 17 | $4.9M |
| Exits | 5 | $1.6M |
All 13F filers, Q2 2024 → Q3 2024: 1,269,132 shares bought and 665,384 shares sold, net +603,748 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 148 holders
| Morton Capital Management LLC | 21.96% | Reduce -1.6% | 4,394,371 | $111.6M |
| LPL Financial LLC | 0.02% | Add +17.8% | 1,963,515 | $49.9M |
| Cetera Investment Advisers | 0.09% | Add +4.0% | 1,554,043 | $39.5M |
| Pitcairn Co. | 2.23% | Add +1.1% | 1,485,936 | $37.7M |
| Van Eck Associates Corp. | 0.03% | Reduce -9.0% | 806,138 | $21.1M |
| Envestnet Asset Management Inc. | 0.01% | Add +10.1% | 770,219 | $19.6M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Add +1.2% | 756,256 | $19.2M |
| Ameriprise Financial Inc. | 0.00% | Add +3.6% | 589,237 | $15.0M |
| Modern Wealth Management, LLC | 0.70% | Add +5.0% | 448,408 | $11.4M |
| Euro Pacific Asset Management, LLC | 1.95% | Add +3.6% | 414,919 | $10.6M |
| Pekin Hardy Strauss, Inc. | 1.26% | Reduce -4.6% | 387,890 | $9.8M |
| MML Investors Services, LLC | 0.03% | Add +14.9% | 360,538 | $9.2M |
| HighTower Advisors, LLC | 0.01% | Add +1.8% | 352,081 | $8.9M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +10.5% | 330,010 | $8.4M |
| Silver Oak Securities, Incorporated | 0.75% | Add +50.7% | 276,303 | $7.1M |
| Lifeworks Advisors, LLC | 1.36% | Reduce -2.5% | 273,021 | $6.9M |
| Raymond James & Associates | 0.00% | Reduce -1.6% | 251,702 | $6.4M |
| Money Concepts Capital Corp. | 0.46% | Reduce -5.6% | 238,830 | $6.1M |
| Osaic Holdings, Inc. | 0.01% | Reduce -4.2% | 234,900 | $6.0M |
| Solstein Capital, LLC | 3.13% | Add +20.9% | 232,608 | $5.9M |
| Ameritas Advisory Services, LLC | 0.25% | Reduce -4.3% | 225,201 | $5.7M |
| Accordant Advisory Group Inc | 6.09% | Add +5.0% | 215,673 | $5.5M |
| Samalin Investment Counsel, LLC | 2.11% | Add +10.4% | 190,736 | $4.8M |
| Renaissance Technologies | 0.01% | Add +82.9% | 187,990 | $4.8M |
| Dogwood Wealth Management LLC | 2.62% | Add +1.9% | 179,114 | $4.5M |
| Commonwealth Equity Services, LLC | 0.01% | Add +0.1% | 178,822 | $4.5M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +1.5% | 177,113 | $4.5M |
| PDS Planning, Inc | 0.38% | No change | 167,778 | $4.3M |
| Forum Financial Management, LP | 0.07% | No change | 160,123 | $4.1M |
| Capital Wealth Alliance, LLC | 2.17% | Add +0.8% | 147,114 | $3.7M |
| Guild Investment Management, Inc. | 4.02% | Add +7.2% | 144,030 | $3.7M |
| Smart Money Group LLC | 1.26% | Add +3.8% | 133,013 | $3.5M |
| IHT Wealth Management, LLC | 0.10% | Reduce -30.3% | 135,607 | $3.4M |
| Stratos Wealth Partners, LTD. | 0.04% | Add +4.0% | 99,017 | $2.5M |
| SFG Wealth Management, LLC. | 1.20% | Add +179.7% | 88,951 | $2.3M |
| Castleview Partners, LLC | 1.19% | Reduce -10.2% | 81,555 | $2.1M |
| Faithward Advisors, LLC | 0.36% | Add +1.5% | 80,430 | $2.0M |
| Oppenheimer & Co. Inc. | 0.03% | Reduce -0.8% | 70,985 | $1.8M |
| UMB Bank, n.a. | 0.03% | Reduce -7.8% | 64,539 | $1.6M |
| EP Wealth Advisors, LLC | 0.01% | No change | 62,300 | $1.6M |
| Creative Planning | 0.00% | Add +0.7% | 58,110 | $1.5M |
| Terra Nova Asset Management LLC | 1.05% | No change | 55,695 | $1.4M |
| Tower Wealth Partners, Inc. | 0.75% | Add +1.0% | 50,679 | $1.3M |
| Security National Bank | 0.17% | Add +2.1% | 50,309 | $1.3M |
| Warwick Investment Management, Inc. | 0.30% | Add +298.4% | 50,262 | $1.3M |
| Lyell Wealth Management, LP | 0.11% | No change | 49,665 | $1.3M |
| Gladstone Institutional Advisory LLC | 0.06% | New | 46,858 | $1.2M |
| WESPAC Advisors, LLC | 0.88% | No change | 46,573 | $1.2M |
| Farther Finance Advisors, LLC | 0.04% | Add +121.5% | 46,422 | $1.2M |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -13.9% | 45,223 | $1.1M |
| Sigma Planning Corp | 0.03% | Add +1.1% | 44,603 | $1.1M |
| Clear Harbor Asset Management, LLC | 0.09% | No change | 42,750 | $1.1M |
| Walkner Condon Financial Advisors LLC | 0.22% | Reduce -3.8% | 41,622 | $1.1M |
| Crawford Fund Management, LLC | 0.75% | No change | 39,900 | $1.0M |
| Integrated Advisors Network LLC | 0.05% | Reduce -0.4% | 38,027 | $966K |
| Baker Ellis Asset Management LLC | 0.13% | Reduce -11.9% | 37,000 | $939K |
| Comerica Bank | 0.00% | Add +9.9% | 36,539 | $928K |
| Morgan Stanley | 0.00% | Add +0.5% | 36,300 | $922K |
| Sheets Smith Wealth Management | 0.11% | No change | 36,116 | $917K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -8.8% | 32,698 | $830K |
| Mayflower Financial Advisors, LLC | 0.12% | Add +1.6% | 31,595 | $802K |
| Stifel Financial Corp. | 0.00% | Reduce -23.9% | 30,616 | $777K |
| Quadrature Capital Ltd | 0.02% | New | 30,071 | $764K |
| Private Portfolio Partners LLC | 0.14% | New | 29,688 | $754K |
| Sloy Dahl & Holst, LLC | 0.12% | Add +15.5% | 28,795 | $731K |
| Knightsbridge Asset Management, LLC | 0.15% | Add +1.4% | 26,830 | $681K |
| Foundations Investment Advisors, LLC | 0.01% | Add +88.2% | 26,570 | $675K |
| White Pine Capital LLC | 0.21% | Add +2.6% | 24,547 | $623K |
| Citadel Advisors | 0.00% | Add +916.8% | 22,634 | $575K |
| RDA Financial Network | 0.17% | Add +39.5% | 22,118 | $562K |
| Mariner, LLC | 0.00% | Add +76.2% | 21,074 | $535K |
| WMS Partners, LLC | 0.03% | Add +9.1% | 20,611 | $523K |
| Shufro Rose & Co. LLC | 0.04% | No change | 23,203 | $521K |
| Spectrum Planning & Advisory Services Inc. | 0.47% | Add +50.6% | 19,427 | $493K |
| HUB Investment Partners, LLC | 0.02% | Reduce -3.8% | 18,008 | $457K |
| NewEdge Advisors, LLC | 0.00% | Reduce -1.5% | 15,839 | $402K |
| ORG Partners LLC | 0.06% | Add +181.7% | 15,838 | $402K |
| Whittier Trust Co. | 0.01% | Reduce -18.4% | 15,535 | $394K |
| Janney Montgomery Scott LLC | 0.00% | No change | 15,225 | $387K |
| Whitaker-Myers Wealth Managers, LTD. | 0.13% | Add +10.5% | 14,812 | $376K |
| Proficio Capital Partners LLC | 0.04% | No change | 14,600 | $371K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +9.7% | 14,424 | $366K |
| Orion Portfolio Solutions, LLC | 0.00% | Add +9.7% | 14,424 | $366K |
| Merk Investments LLC | 0.35% | Reduce -23.4% | 14,392 | $365K |
| Smith, Moore & Co. | 0.03% | No change | 13,905 | $353K |
| Sprott Inc. | 0.02% | Reduce -28.8% | 13,878 | $352K |
| Ritter Daniher Financial Advisory LLC / DE | 0.10% | No change | 13,635 | $346K |
| Advisory Services Network, LLC | 0.01% | No change | 15,298 | $344K |
| Mather Group, Llc. | 0.00% | Reduce -67.3% | 13,486 | $342K |
| Wick Capital Partners, LLC | 0.11% | No change | 13,411 | $341K |
| Patton Albertson Miller Group, LLC | 0.04% | New | 12,365 | $314K |
| Petra Financial Advisors Inc. | 0.20% | New | 12,202 | $310K |
| Wealth Quarterback LLC | 0.16% | Add +8.9% | 12,017 | $305K |
| Thompson Davis & Co., Inc. | 0.22% | Add +6.9% | 11,665 | $296K |
| Flow Traders U.S. LLC | 0.01% | New | 11,623 | $295K |
| Cadence Bank | 0.02% | Reduce -6.9% | 11,588 | $294K |
| Destiny Capital Corp | 0.18% | No change | 11,060 | $292K |
| DAVENPORT & Co LLC | 0.00% | No change | 11,400 | $289K |
| Chicago Partners Investment Group LLC | 0.01% | No change | 10,859 | $285K |
| Financial & Tax Architects, LLC | 0.07% | New | 11,130 | $283K |
"% of holder's portfolio" is OUNZ's weight in each manager's 13F, not the share of Vaneck Merk Gold ETF the manager owns.