Vaneck Merk Gold ETFOUNZETF
13F holders, Q1 2025 (March 31)At the end of Q1 2025, 184 institutions reported holding Vaneck Merk Gold ETF (OUNZ) in their 13F filings, up 22 from Q4 2024. 39 opened new positions and 12 sold out. The largest holders were Morton Capital Management LLC ($125.5M), LPL Financial LLC ($80.0M) and Cetera Investment Advisers ($49.9M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 39 | $22.3M |
| Exits | 12 | $31.5M |
All 13F filers, Q4 2024 → Q1 2025: 2,850,715 shares bought and 1,632,182 shares sold, net +1,218,533 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 184 holders
| Morton Capital Management LLC | 24.24% | Reduce -2.4% | 4,163,696 | $125.5M |
| LPL Financial LLC | 0.03% | Add +50.1% | 2,655,747 | $80.0M |
| Cetera Investment Advisers | 0.10% | Add +3.0% | 1,656,064 | $49.9M |
| Pitcairn Co. | 2.83% | Add +1.0% | 1,557,445 | $46.9M |
| Van Eck Associates Corp. | 0.03% | Add +1.5% | 883,682 | $26.6M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -1.0% | 821,991 | $24.8M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Reduce -5.6% | 713,610 | $21.5M |
| Ameriprise Financial Inc. | 0.01% | Add +10.4% | 680,527 | $20.5M |
| Modern Wealth Management, LLC | 0.61% | Add +0.2% | 629,455 | $19.0M |
| Raymond James Financial Inc. | 0.01% | Add +0.4% | 571,970 | $17.2M |
| Renaissance Technologies | 0.02% | Add +167.3% | 512,900 | $15.5M |
| Euro Pacific Asset Management, LLC | 2.48% | Add +1.0% | 451,274 | $13.7M |
| Osaic Holdings, Inc. | 0.03% | Add +68.8% | 423,098 | $12.8M |
| MML Investors Services, LLC | 0.04% | Add +1.2% | 388,274 | $11.7M |
| Silver Oak Securities, Incorporated | 1.08% | Add +2.6% | 386,559 | $11.5M |
| Kiker Wealth Management, LLC | 7.79% | Add +1.8% | 378,930 | $11.4M |
| HighTower Advisors, LLC | 0.01% | Add +3.7% | 363,803 | $11.0M |
| Pekin Hardy Strauss, Inc. | 1.26% | Reduce -2.4% | 343,860 | $10.4M |
| Accordant Advisory Group Inc | 8.13% | Add +22.2% | 275,798 | $8.3M |
| Lifeworks Advisors, LLC | 1.30% | Reduce -0.2% | 259,477 | $7.8M |
| Money Concepts Capital Corp. | 0.54% | Reduce -0.4% | 241,428 | $7.3M |
| Solstein Capital, LLC | 4.12% | Add +0.9% | 234,653 | $7.1M |
| Ameritas Advisory Services, LLC | 0.25% | Reduce -11.7% | 246,239 | $6.3M |
| Smart Money Group LLC | 2.12% | Add +35.5% | 207,324 | $6.2M |
| JPMorgan Chase & Co. | 0.00% | Add +47.0% | 203,774 | $6.1M |
| Samalin Investment Counsel, LLC | 2.40% | Reduce -0.6% | 195,160 | $5.9M |
| Dogwood Wealth Management LLC | 3.06% | Reduce -3.2% | 193,164 | $5.8M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +3.2% | 185,255 | $5.6M |
| Huntleigh Advisors, Inc. | 0.85% | New | 200,000 | $5.1M |
| PDS Planning, Inc | 0.43% | No change | 167,778 | $5.1M |
| Forum Financial Management, LP | 0.08% | No change | 160,123 | $4.8M |
| Sanctuary Advisors, LLC | 0.03% | Reduce -3.9% | 153,234 | $4.6M |
| Capital Wealth Alliance, LLC | 2.67% | Reduce -0.7% | 148,272 | $4.5M |
| Advisory Services Network, LLC | 0.08% | Add +12.1% | 142,635 | $4.3M |
| Guild Investment Management, Inc. | 4.48% | Add +0.0% | 141,550 | $4.3M |
| Petra Financial Advisors Inc. | 3.41% | Add +4.0% | 137,952 | $4.2M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -24.8% | 131,793 | $4.0M |
| Oppenheimer & Co. Inc. | 0.06% | Add +6.5% | 127,598 | $3.8M |
| Faithward Advisors, LLC | 0.56% | Add +13.0% | 107,417 | $3.2M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | Add +1721.8% | 104,462 | $3.1M |
| SFG Wealth Management, LLC. | 1.42% | Add +17.8% | 96,764 | $2.9M |
| Susquehanna International Group, LLP | 0.00% | New | 89,530 | $2.7M |
| Stratos Wealth Partners, LTD. | 0.04% | Reduce -3.9% | 89,196 | $2.7M |
| Gladstone Institutional Advisory LLC | 0.12% | Reduce -18.9% | 88,842 | $2.7M |
| Castleview Partners, LLC | 1.73% | Add +6.2% | 85,034 | $2.6M |
| Plan Group Financial, LLC | 0.90% | New | 83,500 | $2.5M |
| Sheets Smith Wealth Management | 0.29% | Add +58.5% | 76,141 | $2.3M |
| IHT Wealth Management, LLC | 0.07% | Reduce -25.8% | 71,416 | $2.2M |
| Farther Finance Advisors, LLC | 0.05% | Add +3.4% | 68,859 | $2.1M |
| UMB Bank, n.a. | 0.03% | No change | 64,539 | $1.9M |
| EP Wealth Advisors, LLC | 0.02% | Add +0.5% | 62,591 | $1.9M |
| Creative Planning | 0.00% | Reduce -2.9% | 61,033 | $1.8M |
| Lyell Wealth Management, LP | 0.17% | Add +20.4% | 59,795 | $1.8M |
| Terra Nova Asset Management LLC | 1.32% | No change | 55,695 | $1.7M |
| Rockefeller Capital Management L.P. | 0.00% | Add +44.9% | 55,153 | $1.7M |
| Meixler Investment Management, Ltd. | 1.14% | New | 54,757 | $1.7M |
| Sigma Planning Corp | 0.05% | Add +24.4% | 54,136 | $1.6M |
| Warwick Investment Management, Inc. | 0.32% | Reduce -6.6% | 50,861 | $1.5M |
| Tower Wealth Partners, Inc. | 0.82% | Add +0.1% | 50,845 | $1.5M |
| Security National Bank | 0.29% | No change | 50,309 | $1.5M |
| CreativeOne Wealth, LLC | 0.04% | Add +325.6% | 49,616 | $1.5M |
| Stifel Financial Corp. | 0.00% | Add +7.7% | 48,385 | $1.5M |
| WESPAC Advisors, LLC | 1.13% | Reduce -1.1% | 46,073 | $1.4M |
| Clear Harbor Asset Management, LLC | 0.10% | No change | 42,750 | $1.3M |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -1.0% | 41,893 | $1.3M |
| Walkner Condon Financial Advisors LLC | 0.25% | Add +0.0% | 41,615 | $1.3M |
| Comerica Bank | 0.01% | Add +2.8% | 40,639 | $1.2M |
| Crawford Fund Management, LLC | 0.79% | No change | 39,900 | $1.2M |
| HBW Advisory Services LLC | 0.17% | Add +108.8% | 39,740 | $1.2M |
| Sloy Dahl & Holst, LLC | 0.20% | Add +25.2% | 37,860 | $1.1M |
| Morgan Stanley | 0.00% | No change | 37,587 | $1.1M |
| Valmark Advisers, Inc. | 0.02% | Add +88.8% | 37,066 | $1.1M |
| Baker Ellis Asset Management LLC | 0.16% | No change | 37,000 | $1.1M |
| CWC Advisors, LLC. | 0.62% | New | 36,294 | $1.1M |
| Mayflower Financial Advisors, LLC | 0.16% | Add +1.0% | 33,890 | $1.0M |
| Mather Group, Llc. | 0.01% | Reduce -0.0% | 33,869 | $1.0M |
| Foundations Investment Advisors, LLC | 0.02% | Add +5.3% | 33,798 | $1.0M |
| Integrated Advisors Network LLC | 0.04% | No change | 29,452 | $888K |
| Sequoia Financial Advisors, LLC | 0.01% | No change | 28,136 | $848K |
| Knightsbridge Asset Management, LLC | 0.21% | Add +7.5% | 26,838 | $809K |
| Robertson Stephens Wealth Management, LLC | 0.03% | New | 24,125 | $727K |
| HB Wealth Management, LLC | 0.01% | New | 22,846 | $689K |
| White Pine Capital LLC | 0.23% | Reduce -5.6% | 22,411 | $675K |
| RDA Financial Network | 0.20% | Reduce -8.5% | 21,983 | $663K |
| Focus Partners Wealth | 0.00% | New | 21,672 | $653K |
| Atria Wealth Solutions, Inc. | 0.01% | New | 20,950 | $631K |
| Sprott Inc. | 0.04% | No change | 19,923 | $600K |
| Spectrum Planning & Advisory Services Inc. | 0.49% | No change | 19,427 | $586K |
| NewEdge Advisors, LLC | 0.00% | Add +22.2% | 19,293 | $581K |
| Ieq Capital, LLC | 0.00% | New | 18,559 | $559K |
| Citadel Advisors | 0.00% | Reduce -66.9% | 18,305 | $552K |
| Northstar Financial Companies, Inc. | 0.53% | Reduce -3.9% | 16,171 | $487K |
| Equitable Holdings, Inc. | 0.00% | New | 15,759 | $475K |
| Whittier Trust Co. | 0.01% | No change | 15,535 | $468K |
| Whitaker-Myers Wealth Managers, LTD. | 0.13% | Add +0.4% | 15,250 | $460K |
| Janney Montgomery Scott LLC | 0.00% | No change | 15,225 | $459K |
| Shufro Rose & Co. LLC | 0.04% | Reduce -45.8% | 15,080 | $455K |
| Proficio Capital Partners LLC | 0.03% | No change | 14,600 | $440K |
| Smith, Moore & Co. | 0.04% | Add +4.2% | 14,547 | $438K |
| Kestra Advisory Services, LLC | 0.00% | New | 14,176 | $427K |
"% of holder's portfolio" is OUNZ's weight in each manager's 13F, not the share of Vaneck Merk Gold ETF the manager owns.