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
Strategic Financial Concepts, LLC 0.08% Reduce -6.5% 13,668 $412K
Ritter Daniher Financial Advisory LLC / DE 0.11% No change 13,635 $411K
Chicago Partners Investment Group LLC 0.01% Add +15.8% 12,575 $409K
Wick Capital Partners, LLC 0.12% No change 13,411 $404K
Merk Investments LLC 0.21% Reduce -35.3% 12,794 $386K
ORG Partners LLC 0.10% Reduce -2.5% 12,800 $385K
Wealth Quarterback LLC 0.21% Add +1.2% 12,663 $382K
Mariner, LLC 0.00% No change 12,543 $378K
Patton Albertson Miller Group, LLC 0.06% No change 12,365 $373K
Accurate Wealth Management, LLC 0.07% New 11,950 $372K
DAVENPORT & Co LLC 0.00% Add +4.4% 11,900 $359K
Financial & Tax Architects, LLC 0.09% Reduce -0.3% 11,379 $343K
HUB Investment Partners, LLC 0.01% Reduce -22.2% 11,200 $338K
Camarda Financial Advisors, LLC 0.15% New 11,072 $334K
Destiny Capital Corp 0.23% No change 11,060 $333K
DiNuzzo Private Wealth, Inc. 0.04% Add +69.9% 10,924 $329K
Invst, LLC 0.04% New 10,924 $329K
US Bancorp \de 0.00% No change 10,754 $324K
Snider Financial Group 0.10% No change 10,532 $317K
EverSource Wealth Advisors, LLC 0.02% No change 10,355 $312K
Steward Partners Investment Advisory, LLC 0.00% Add +14.1% 10,172 $307K
Lanark Financial, Inc. 0.03% — 10,116 $304K
Littlejohn Financial Services, Inc. 0.24% New 10,000 $301K
Spectrum Wealth Counsel, LLC 0.04% New 9,938 $300K
Oliver Luxxe Assets LLC 0.05% New 9,651 $291K
Cadence Bank 0.02% Reduce -9.1% 9,323 $281K
Vontobel Holding Ltd. 0.00% No change 9,000 $271K
Mgo One Seven LLC 0.01% New 8,957 $270K
Veracity Capital LLC 0.11% New 8,952 $270K
Cwm, LLC 0.00% Add +16.6% 8,739 $263K
Sagespring Wealth Partners, LLC 0.01% Reduce -0.1% 8,487 $256K
Perennial Investment Advisors, LLC 0.03% Add +2.4% 8,475 $255K
Beacon Pointe Advisors, LLC 0.00% No change 8,459 $255K
Wolff Wiese Magana LLC 0.17% No change 8,236 $248K
Cape Investment Advisory, Inc. 0.10% Reduce -21.5% 8,084 $244K
Pure Financial Advisors, LLC 0.01% New 8,078 $243K
Wells Fargo & Company 0.00% Add +70.3% 8,074 $243K
Thompson Davis & Co., Inc. 0.19% No change 7,975 $240K
Northwest Financial Advisors 0.20% New 7,896 $238K
Jaffetilchin Investment Partners, LLC 0.02% New 7,600 $229K
Silvercrest Asset Management Group LLC 0.00% New 7,520 $227K
Bartlett & Co. Wealth Management LLC 0.00% No change 7,500 $226K
CWA Asset Management Group, LLC 0.01% New 7,478 $225K
Golden State Wealth Management, LLC 0.03% Add +8.0% 7,448 $224K
M Wealth Management, LLC 0.21% Reduce -43.9% 7,373 $222K
Benjamin Edwards Inc. 0.00% New 7,239 $218K
Perigon Wealth Management, LLC 0.01% New 7,029 $212K
Sowell Financial Services LLC 0.01% New 6,925 $209K
Stephens Inc. 0.00% New 6,775 $204K
Wealth Management Associates, Inc. 0.09% New 6,755 $204K
BNP Paribas Financial Markets 0.00% New 6,570 $198K
Geneos Wealth Management Inc. 0.01% No change 6,381 $192K
HM Payson & Co. 0.00% Reduce -16.6% 4,550 $137K
Harbour Investments, Inc. 0.00% Reduce -12.1% 3,889 $117K
Whittier Trust Co. of Nevada Inc. 0.00% No change 3,575 $108K
Principal Securities, Inc. 0.00% No change 4,139 $105K
MAI Capital Management 0.00% No change 3,326 $100K
Manchester Capital Management LLC 0.01% No change 2,896 $87K
Northwestern Mutual Wealth Management Co. 0.00% New 2,513 $76K
North Star Investment Management Corp. 0.00% New 2,000 $60K
Financial Network Wealth Advisors LLC 0.07% New 1,702 $51K
Stonebridge Financial Group, LLC 0.01% No change 1,639 $49K
AdvisorNet Financial, Inc 0.00% No change 1,579 $48K
Royal Bank of Canada 0.00% No change 1,200 $36K
Legacy Wealth Managment, LLC 0.02% No change 1,100 $33K
Smartleaf Asset Management LLC 0.00% New 1,069 $32K
Bank of America Corp. 0.00% Add +109.7% 933 $28K
IFP Advisors, Inc 0.00% Add +87.7% 929 $28K
Plante Moran Financial Advisors, LLC 0.00% No change 911 $27K
Hollencrest Capital Management 0.00% No change 860 $26K
Wealth Preservation Advisors, LLC 0.02% — 800 $24K
Private Trust Co. NA 0.00% New 793 $24K
Atwood & Palmer Inc. 0.00% No change 749 $23K
Continuum Advisory, LLC 0.00% New 689 $21K
PNC Financial Services Group, Inc. 0.00% New 608 $18K
National Bank of Canada 0.00% No change 480 $14K
Noble Wealth Management PBC 0.01% No change 340 $10K
Assetmark, Inc. 0.00% Add +107.7% 297 $9K
Main Street Group, LTD 0.00% No change 291 $9K
Sunbelt Securities, Inc. 0.00% No change 100 $3K
FMR LLC 0.00% Add +6.2% 86 $3K
Ameriflex Group, Inc. 0.00% New 65 $2K
Montag A & Associates Inc. 0.00% No change 20 $603
Abound Wealth Management 0.00% No change 1 $31

"% of holder's portfolio" is OUNZ's weight in each manager's 13F, not the share of Vaneck Merk Gold ETF the manager owns.