Vaneck Merk Gold ETFOUNZETF

13F holders, Q1 2025 (March 31)
184holders +22
39new positions
12sold out
2famous investors
$30.05avg. 13F price*

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

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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions39$22.3M
Exits12$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.

Show all 184 holders