Vaneck Merk Gold ETFOUNZETF

13F holders, Q4 2024 (December 31)
162holders +14
16new positions
8sold out
2famous investors
$25.31avg. 13F price*

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

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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions16$40.3M
Exits8$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.

Show all 162 holders