Vaneck Merk Gold ETFOUNZETF
13F holders, Q4 2024 (December 31)At the end of Q4 2024, 162 institutions reported holding Vaneck Merk Gold ETF (OUNZ) in their 13F filings, up 14 from Q3 2024. 16 opened new positions and 8 sold out. The largest holders were Morton Capital Management LLC ($108.0M), LPL Financial LLC ($44.8M) and Cetera Investment Advisers ($40.7M). 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 16 | $40.3M |
| Exits | 8 | $1.7M |
All 13F filers, Q3 2024 → Q4 2024: 2,848,412 shares bought and 549,272 shares sold, net +2,299,140 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 162 holders
| Morton Capital Management LLC | 20.37% | Reduce -2.9% | 4,267,174 | $108.0M |
| LPL Financial LLC | 0.02% | Reduce -9.9% | 1,769,006 | $44.8M |
| Cetera Investment Advisers | 0.09% | Add +3.5% | 1,608,488 | $40.7M |
| Pitcairn Co. | 2.30% | Add +3.8% | 1,542,559 | $39.0M |
| Van Eck Associates Corp. | 0.03% | Add +8.0% | 870,694 | $22.0M |
| Envestnet Asset Management Inc. | 0.01% | Add +7.8% | 830,273 | $21.0M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Reduce -0.1% | 755,684 | $19.1M |
| Modern Wealth Management, LLC | 0.59% | Add +40.1% | 628,301 | $15.9M |
| Ameriprise Financial Inc. | 0.00% | Add +4.6% | 616,422 | $15.6M |
| Raymond James Financial Inc. | 0.01% | — | 569,649 | $14.4M |
| New Harbor Financial Group, LLC | 3.47% | New | 459,645 | $11.6M |
| Fiduciary Family Office, LLC | 3.47% | New | 459,645 | $11.6M |
| Euro Pacific Asset Management, LLC | 2.44% | Add +7.7% | 446,865 | $11.3M |
| MML Investors Services, LLC | 0.03% | Add +6.4% | 383,542 | $9.7M |
| Silver Oak Securities, Incorporated | 0.88% | Add +36.3% | 376,607 | $9.5M |
| Kiker Wealth Management, LLC | 7.63% | — | 372,367 | $9.4M |
| Pekin Hardy Strauss, Inc. | 1.14% | Reduce -9.2% | 352,225 | $8.9M |
| HighTower Advisors, LLC | 0.01% | Reduce -0.4% | 350,731 | $8.9M |
| Ameritas Advisory Services, LLC | 0.24% | Add +23.9% | 278,903 | $7.1M |
| Lifeworks Advisors, LLC | 1.19% | Reduce -4.8% | 259,956 | $6.6M |
| Osaic Holdings, Inc. | 0.01% | Add +6.7% | 250,708 | $6.3M |
| Money Concepts Capital Corp. | 0.46% | Add +1.5% | 242,420 | $6.1M |
| Solstein Capital, LLC | 3.29% | No change | 232,608 | $5.9M |
| Accordant Advisory Group Inc | 5.51% | Add +4.7% | 225,717 | $5.7M |
| Jane Street Group, LLC | 0.01% | New | 201,440 | $5.1M |
| Dogwood Wealth Management LLC | 2.67% | Add +11.4% | 199,509 | $5.0M |
| Samalin Investment Counsel, LLC | 2.14% | Add +3.0% | 196,397 | $5.0M |
| Renaissance Technologies | 0.01% | Add +2.1% | 191,900 | $4.9M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +1.4% | 179,571 | $4.5M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -2.0% | 175,308 | $4.4M |
| Sanctuary Advisors, LLC | 0.03% | New | 159,514 | $4.3M |
| PDS Planning, Inc | 0.38% | No change | 167,778 | $4.2M |
| Forum Financial Management, LP | 0.07% | No change | 160,123 | $4.1M |
| Smart Money Group LLC | 1.34% | Add +15.0% | 153,016 | $3.9M |
| Capital Wealth Alliance, LLC | 2.14% | Add +1.4% | 149,254 | $3.8M |
| Guild Investment Management, Inc. | 3.90% | Reduce -1.7% | 141,530 | $3.6M |
| JPMorgan Chase & Co. | 0.00% | New | 138,636 | $3.5M |
| Petra Financial Advisors Inc. | 2.28% | Add +987.2% | 132,664 | $3.4M |
| Advisory Services Network, LLC | 0.06% | Add +731.5% | 127,197 | $3.2M |
| Oppenheimer & Co. Inc. | 0.05% | Add +68.8% | 119,858 | $3.0M |
| Gladstone Institutional Advisory LLC | 0.13% | Add +133.9% | 109,616 | $2.8M |
| IHT Wealth Management, LLC | 0.08% | Reduce -29.0% | 96,268 | $2.4M |
| Faithward Advisors, LLC | 0.41% | Add +18.1% | 95,024 | $2.4M |
| Stratos Wealth Partners, LTD. | 0.03% | Reduce -6.3% | 92,792 | $2.3M |
| SFG Wealth Management, LLC. | 1.09% | Reduce -7.7% | 82,130 | $2.1M |
| Castleview Partners, LLC | 1.11% | Reduce -1.8% | 80,088 | $2.1M |
| Independent Advisor Alliance | 0.02% | New | 68,809 | $1.7M |
| Farther Finance Advisors, LLC | 0.06% | Add +43.4% | 66,578 | $1.7M |
| UMB Bank, n.a. | 0.03% | No change | 64,539 | $1.6M |
| Creative Planning | 0.00% | Add +8.2% | 62,877 | $1.6M |
| EP Wealth Advisors, LLC | 0.01% | No change | 62,300 | $1.6M |
| Terra Nova Asset Management LLC | 1.07% | No change | 55,695 | $1.4M |
| Citadel Advisors | 0.00% | Add +144.4% | 55,315 | $1.4M |
| Warwick Investment Management, Inc. | 0.28% | Add +8.3% | 54,436 | $1.4M |
| Tower Wealth Partners, Inc. | 0.67% | Add +0.2% | 50,788 | $1.3M |
| Security National Bank | 0.18% | No change | 50,309 | $1.3M |
| Lyell Wealth Management, LP | 0.11% | No change | 49,665 | $1.3M |
| Sheets Smith Wealth Management | 0.15% | Add +33.0% | 48,041 | $1.2M |
| WESPAC Advisors, LLC | 0.87% | No change | 46,573 | $1.2M |
| Stifel Financial Corp. | 0.00% | Add +46.7% | 44,917 | $1.1M |
| Sigma Planning Corp | 0.03% | Reduce -2.5% | 43,504 | $1.1M |
| Clear Harbor Asset Management, LLC | 0.09% | No change | 42,750 | $1.1M |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -6.4% | 42,329 | $1.1M |
| Walkner Condon Financial Advisors LLC | 0.21% | Reduce -0.0% | 41,608 | $1.1M |
| Crawford Fund Management, LLC | 0.68% | No change | 39,900 | $1.0M |
| Comerica Bank | 0.00% | Add +8.2% | 39,539 | $1.0M |
| Rockefeller Capital Management L.P. | 0.00% | Add +16.4% | 38,067 | $963K |
| Morgan Stanley | 0.00% | Add +3.5% | 37,587 | $951K |
| Baker Ellis Asset Management LLC | 0.14% | No change | 37,000 | $936K |
| Mather Group, Llc. | 0.01% | Add +151.2% | 33,878 | $857K |
| Mayflower Financial Advisors, LLC | 0.13% | Add +6.2% | 33,555 | $849K |
| Foundations Investment Advisors, LLC | 0.02% | Add +20.8% | 32,103 | $812K |
| Private Portfolio Partners LLC | 0.14% | Add +3.3% | 30,661 | $776K |
| Sloy Dahl & Holst, LLC | 0.10% | Add +5.0% | 30,235 | $765K |
| Integrated Advisors Network LLC | 0.04% | Reduce -22.6% | 29,452 | $745K |
| Sequoia Financial Advisors, LLC | 0.01% | New | 28,136 | $712K |
| Shufro Rose & Co. LLC | 0.06% | Add +20.0% | 27,836 | $704K |
| Flow Traders U.S. LLC | 0.03% | Add +115.4% | 25,032 | $633K |
| Knightsbridge Asset Management, LLC | 0.15% | Reduce -7.0% | 24,955 | $631K |
| RDA Financial Network | 0.18% | Add +8.6% | 24,016 | $608K |
| White Pine Capital LLC | 0.20% | Reduce -3.3% | 23,746 | $601K |
| WMS Partners, LLC | 0.03% | Add +3.9% | 21,415 | $542K |
| Sprott Inc. | 0.03% | Add +43.6% | 19,923 | $504K |
| Merk Investments LLC | 0.51% | Add +37.3% | 19,763 | $500K |
| Valmark Advisers, Inc. | 0.01% | New | 19,634 | $497K |
| Spectrum Planning & Advisory Services Inc. | 0.43% | No change | 19,427 | $492K |
| HBW Advisory Services LLC | 0.05% | New | 19,032 | $482K |
| Northstar Financial Companies, Inc. | 0.40% | — | 16,833 | $426K |
| NewEdge Advisors, LLC | 0.00% | Reduce -0.3% | 15,785 | $399K |
| Whittier Trust Co. | 0.01% | No change | 15,535 | $393K |
| Janney Montgomery Scott LLC | 0.00% | No change | 15,225 | $385K |
| Whitaker-Myers Wealth Managers, LTD. | 0.11% | Add +2.6% | 15,196 | $384K |
| Strategic Financial Concepts, LLC | 0.07% | Add +47.4% | 14,616 | $370K |
| Proficio Capital Partners LLC | 0.03% | No change | 14,600 | $369K |
| HUB Investment Partners, LLC | 0.02% | Reduce -20.1% | 14,398 | $364K |
| Smith, Moore & Co. | 0.03% | Add +0.4% | 13,955 | $353K |
| Ritter Daniher Financial Advisory LLC / DE | 0.10% | No change | 13,635 | $345K |
| Wick Capital Partners, LLC | 0.10% | No change | 13,411 | $339K |
| M Wealth Management, LLC | 0.30% | — | 13,150 | $333K |
| ORG Partners LLC | 0.05% | Reduce -17.1% | 13,135 | $332K |
"% of holder's portfolio" is OUNZ's weight in each manager's 13F, not the share of Vaneck Merk Gold ETF the manager owns.