Vaneck Merk Gold ETFOUNZETF

13F holders, Q2 2025 (June 30)
206holders +22
32new positions
10sold out
1famous investor
$31.90avg. 13F price*

At the end of Q2 2025, 206 institutions reported holding Vaneck Merk Gold ETF (OUNZ) in their 13F filings, up 22 from Q1 2025. 32 opened new positions and 10 sold out. The largest holders were Morton Capital Management LLC ($123.7M), LPL Financial LLC ($98.5M) and Cetera Investment Advisers ($54.1M). One famous investor held it Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions32$66.3M
Exits10$9.0M

All 13F filers, Q1 2025 → Q2 2025: 4,603,300 shares bought and 2,114,658 shares sold, net +2,488,642 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 206 holders

Morton Capital Management LLC 21.93% Reduce -6.9% 3,878,128 $123.7M
LPL Financial LLC 0.03% Add +16.3% 3,088,565 $98.5M
Cetera Investment Advisers 0.09% Add +2.5% 1,697,363 $54.1M
Van Eck Associates Corp. 0.05% Add +41.7% 1,252,067 $39.9M
Pitcairn Co. 2.32% Reduce -28.7% 1,110,805 $35.4M
Envestnet Asset Management Inc. 0.01% Add +11.8% 919,041 $29.3M
Raymond James Financial Inc. 0.01% Add +38.4% 791,392 $25.2M
Ameriprise Financial Inc. 0.01% Add +13.3% 770,869 $24.9M
Wealth Enhancement Advisory Services, LLC 0.04% Reduce -1.5% 703,054 $22.6M
Quadrature Capital Ltd 0.35% New 636,339 $20.3M
Modern Wealth Management, LLC 0.47% Reduce -4.3% 602,481 $19.2M
Cambridge Investment Research Advisors, Inc. 0.05% Add +182.6% 523,443 $16.7M
Euro Pacific Asset Management, LLC 2.35% Add +1.0% 455,611 $14.6M
Osaic Holdings, Inc. 0.02% Add +3.1% 436,407 $13.9M
Drake & Associates, LLC 3.13% New 400,465 $12.8M
Silver Oak Securities, Incorporated 1.00% Reduce -2.4% 377,149 $12.0M
Kiker Wealth Management, LLC 6.56% Reduce -3.7% 364,970 $11.6M
HighTower Advisors, LLC 0.01% Reduce -4.2% 348,580 $11.1M
MML Investors Services, LLC 0.03% Reduce -10.4% 348,034 $11.1M
Pekin Hardy Strauss, Inc. 1.23% Reduce -2.2% 336,360 $10.7M
JPMorgan Chase & Co. 0.00% Add +51.4% 308,445 $9.8M
Accordant Advisory Group Inc 6.86% Add +4.7% 288,706 $9.2M
Winnacle Wealth LLC 6.86% New 288,706 $9.2M
Money Concepts Capital Corp. 0.52% Add +0.7% 243,152 $7.8M
Solstein Capital, LLC 3.93% Add +2.4% 240,374 $7.7M
Security National Bank 1.25% Add +348.3% 225,509 $7.2M
Dogwood Wealth Management LLC 3.37% Add +12.3% 216,953 $6.9M
Smart Money Group LLC 2.13% Add +3.0% 213,434 $6.8M
Ameritas Advisory Services, LLC 0.35% Reduce -15.7% 207,547 $6.6M
Lifeworks Advisors, LLC 0.97% Reduce -21.2% 204,533 $6.5M
Farther Finance Advisors, LLC 0.12% Add +171.4% 186,906 $6.0M
Samalin Investment Counsel, LLC 2.09% Reduce -13.2% 169,439 $5.4M
PDS Planning, Inc 0.40% No change 167,778 $5.4M
Advisory Services Network, LLC 0.09% Add +16.9% 166,729 $5.3M
Forum Financial Management, LP 0.08% No change 160,123 $5.1M
Capital Wealth Alliance, LLC 2.54% Reduce -0.3% 147,887 $4.7M
Guild Investment Management, Inc. 3.95% Add +0.6% 142,420 $4.5M
Petra Financial Advisors Inc. 2.84% Add +1.6% 140,130 $4.5M
Commonwealth Equity Services, LLC 0.01% Add +2.8% 135,446 $4.3M
Oppenheimer & Co. Inc. 0.06% Add +3.6% 132,165 $4.2M
Faithward Advisors, LLC 0.60% Add +12.3% 120,636 $3.8M
Three Cord True Wealth Management, LLC 2.80% New 117,661 $3.8M
SFG Wealth Management, LLC. 1.94% Add +3.9% 100,516 $3.2M
Centaurus Financial, Inc. 0.18% New 98,578 $3.1M
Renaissance Technologies 0.00% Reduce -80.8% 98,300 $3.1M
Atria Investments, Inc 0.04% New 95,434 $3.0M
Plan Group Financial, LLC 0.98% Add +11.7% 93,250 $3.0M
Virtu Financial LLC 0.15% New 93,188 $3.0M
Gladstone Institutional Advisory LLC 0.12% Add +4.0% 92,418 $2.9M
Perennial Investment Advisors, LLC 0.27% Add +947.9% 88,807 $2.8M
Stratos Wealth Partners, LTD. 0.04% Reduce -1.8% 87,625 $2.8M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Reduce -16.2% 87,539 $2.8M
Sheets Smith Wealth Management 0.32% Add +11.7% 85,009 $2.7M
Equitable Holdings, Inc. 0.02% Add +372.8% 74,503 $2.4M
USAdvisors Wealth Management, LLC 0.86% New 72,922 $2.3M
Sigma Planning Corp 0.07% Add +26.4% 68,401 $2.2M
Meixler Investment Management, Ltd. 1.49% Add +24.1% 67,977 $2.2M
Castleview Partners, LLC 1.34% Reduce -23.4% 65,156 $2.1M
UMB Bank, n.a. 0.03% No change 64,539 $2.1M
EP Wealth Advisors, LLC 0.01% Add +1.6% 63,579 $2.0M
Creative Planning 0.00% Add +1.1% 61,692 $2.0M
RDA Financial Network 0.53% Add +178.6% 61,237 $2.0M
Lyell Wealth Management, LP 0.15% No change 59,795 $1.9M
Terra Nova Asset Management LLC 1.24% No change 55,695 $1.8M
Rockefeller Capital Management L.P. 0.00% No change 55,153 $1.8M
Warwick Investment Management, Inc. 0.33% Add +5.5% 53,661 $1.7M
CreativeOne Wealth, LLC 0.04% Reduce -0.2% 49,536 $1.6M
Tower Wealth Partners, Inc. 0.91% Reduce -5.4% 48,114 $1.5M
Morgan Stanley 0.00% Add +26.5% 47,535 $1.5M
HBW Advisory Services LLC 0.19% Add +19.5% 47,478 $1.5M
WESPAC Advisors, LLC 1.03% No change 46,073 $1.5M
Sprott Inc. 0.07% Add +119.8% 43,798 $1.4M
Walkner Condon Financial Advisors LLC 0.26% Add +4.9% 43,664 $1.4M
Stifel Financial Corp. 0.00% Reduce -12.4% 42,373 $1.4M
Clear Harbor Asset Management, LLC 0.10% Reduce -2.3% 41,750 $1.3M
OneDigital Investment Advisors LLC 0.01% Reduce -1.0% 41,473 $1.3M
Main Street Financial Solutions, LLC 0.09% New 40,436 $1.3M
Valmark Advisers, Inc. 0.02% Add +8.4% 40,195 $1.3M
Foundations Investment Advisors, LLC 0.02% Add +12.6% 38,046 $1.2M
Sloy Dahl & Holst, LLC 0.17% No change 37,860 $1.2M
Mayflower Financial Advisors, LLC 0.16% Add +9.4% 37,090 $1.2M
Baker Ellis Asset Management LLC 0.16% No change 37,000 $1.2M
CWC Advisors, LLC. 0.60% Add +0.7% 36,540 $1.2M
Evoke Wealth, LLC 0.03% New 36,299 $1.2M
FAS Wealth Partners, Inc. 0.08% New 34,739 $1.1M
Mather Group, Llc. 0.01% Reduce -1.3% 33,420 $1.1M
Robertson Stephens Wealth Management, LLC 0.04% Add +36.8% 33,003 $1.1M
Focus Partners Wealth 0.00% Add +51.5% 32,843 $1.0M
Arax Advisory Partners 0.05% New 31,162 $994K
Sequoia Financial Advisors, LLC 0.01% No change 28,136 $897K
Accurate Wealth Management, LLC 0.13% Add +116.3% 25,845 $828K
DiNuzzo Private Wealth, Inc. 0.10% Add +133.3% 25,480 $813K
Comerica Bank 0.00% Reduce -39.1% 24,748 $789K
HB Wealth Management, LLC 0.01% Add +6.9% 24,417 $779K
Knightsbridge Asset Management, LLC 0.17% Reduce -12.1% 23,586 $752K
Benjamin Edwards Inc. 0.01% Add +210.0% 22,438 $716K
White Pine Capital LLC 0.23% Reduce -0.5% 22,311 $711K
Procyon Advisors, LLC 0.07% New 21,929 $699K
ORG Partners LLC 0.14% Add +57.9% 20,205 $650K
Spectrum Planning & Advisory Services Inc. 0.40% Add +0.4% 19,504 $622K

"% 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 206 holders