Vaneck Merk Gold ETFOUNZETF
13F holders, Q3 2025 (September 30)At the end of Q3 2025, 221 institutions reported holding Vaneck Merk Gold ETF (OUNZ) in their 13F filings, up 15 from Q2 2025. 32 opened new positions and 18 sold out. The largest holders were Morton Capital Management LLC ($140.0M), LPL Financial LLC ($107.9M) and Cetera Investment Advisers ($64.2M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Vaneck Merk Gold ETF
- CUSIP
- 921078101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 32 | $17.2M |
| Exits | 18 | $14.8M |
All 13F filers, Q2 2025 → Q3 2025: 2,294,344 shares bought and 1,129,741 shares sold, net +1,164,603 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 221 holders
| Morton Capital Management LLC | 22.97% | Reduce -2.9% | 3,764,126 | $140.0M |
| LPL Financial LLC | 0.03% | Reduce -6.1% | 2,900,483 | $107.9M |
| Cetera Investment Advisers | 0.07% | Add +1.7% | 1,725,885 | $64.2M |
| Van Eck Associates Corp. | 0.05% | Add +16.3% | 1,456,023 | $54.1M |
| Envestnet Asset Management Inc. | 0.01% | Add +11.5% | 1,024,698 | $38.1M |
| Pitcairn Co. | 2.91% | Reduce -10.9% | 989,740 | $36.8M |
| Ameriprise Financial Inc. | 0.01% | Add +3.5% | 798,267 | $29.7M |
| Cambridge Investment Research Advisors, Inc. | 0.07% | Add +38.3% | 723,896 | $26.9M |
| Raymond James Financial Inc. | 0.01% | Reduce -8.7% | 722,749 | $26.9M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Reduce -2.0% | 688,624 | $26.4M |
| Quadrature Capital Ltd | 0.30% | Add +7.6% | 684,538 | $25.5M |
| Modern Wealth Management, LLC | 0.46% | Add +3.9% | 625,796 | $23.3M |
| Drake & Associates, LLC | 3.61% | Add +12.4% | 450,017 | $17.3M |
| MML Investors Services, LLC | 0.04% | Add +23.5% | 429,832 | $16.0M |
| Kiker Wealth Management, LLC | 7.97% | Add +16.2% | 423,995 | $15.8M |
| Osaic Holdings, Inc. | 0.02% | Reduce -0.9% | 432,246 | $15.3M |
| Euro Pacific Asset Management, LLC | 1.78% | Reduce -13.4% | 394,537 | $14.7M |
| Silver Oak Securities, Incorporated | 1.06% | Add +0.7% | 379,788 | $14.1M |
| HighTower Advisors, LLC | 0.02% | Add +6.8% | 372,140 | $13.8M |
| JPMorgan Chase & Co. | 0.00% | Add +5.3% | 324,823 | $12.1M |
| Pekin Hardy Strauss, Inc. | 1.21% | Reduce -3.9% | 323,178 | $12.0M |
| Accordant Advisory Group Inc | 7.44% | Add +1.8% | 293,854 | $10.9M |
| Ameritas Advisory Services, LLC | 0.65% | Add +29.3% | 268,369 | $10.0M |
| Solstein Capital, LLC | 4.28% | Add +4.7% | 251,697 | $9.4M |
| Sanctuary Advisors, LLC | 0.05% | Add +2100.7% | 246,392 | $9.2M |
| Money Concepts Capital Corp. | 0.56% | Add +0.9% | 245,264 | $9.1M |
| Security National Bank | 1.34% | Add +4.4% | 235,510 | $8.8M |
| Dogwood Wealth Management LLC | 3.97% | Add +8.3% | 234,868 | $8.7M |
| Smart Money Group LLC | 2.41% | Add +2.6% | 219,026 | $8.1M |
| Lifeworks Advisors, LLC | 1.00% | Reduce -2.0% | 200,415 | $7.5M |
| Samalin Investment Counsel, LLC | 2.47% | Add +13.0% | 191,532 | $7.1M |
| Farther Finance Advisors, LLC | 0.11% | Add +1.9% | 190,422 | $7.1M |
| Advisory Services Network, LLC | 0.10% | Add +8.6% | 181,043 | $6.7M |
| PDS Planning, Inc | 0.43% | No change | 167,778 | $6.2M |
| Forum Financial Management, LP | 0.08% | No change | 160,123 | $6.0M |
| SFG Wealth Management, LLC. | 2.45% | Add +51.3% | 152,050 | $5.7M |
| Capital Wealth Alliance, LLC | 2.73% | Reduce -0.2% | 147,569 | $5.5M |
| Guild Investment Management, Inc. | 4.23% | Add +0.6% | 143,290 | $5.3M |
| Petra Financial Advisors Inc. | 3.10% | Add +2.0% | 142,903 | $5.3M |
| Perennial Investment Advisors, LLC | 0.43% | Add +57.5% | 139,883 | $5.2M |
| Commonwealth Equity Services, LLC | 0.01% | Add +0.9% | 136,700 | $5.1M |
| Oppenheimer & Co. Inc. | 0.06% | Add +2.3% | 135,234 | $5.0M |
| Three Cord True Wealth Management, LLC | 3.19% | Add +7.9% | 126,926 | $4.7M |
| Faithward Advisors, LLC | 0.69% | Add +3.5% | 124,798 | $4.6M |
| Renaissance Technologies | 0.01% | Add +19.6% | 117,600 | $4.4M |
| Gladstone Institutional Advisory LLC | 0.17% | Add +25.2% | 115,705 | $4.3M |
| Centaurus Financial, Inc. | 0.18% | Add +5.1% | 103,577 | $3.9M |
| Simplicity Wealth,LLC | 0.22% | New | 102,949 | $3.8M |
| Camarda Financial Advisors, LLC | 1.40% | Add +1052.9% | 101,826 | $3.8M |
| Atria Investments, Inc | 0.04% | Add +5.9% | 101,074 | $3.8M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | Add +10.2% | 96,476 | $3.6M |
| Plan Group Financial, LLC | 0.94% | Add +1.1% | 94,250 | $3.5M |
| Stratos Wealth Partners, LTD. | 0.04% | Add +0.5% | 88,060 | $3.3M |
| Rockefeller Capital Management L.P. | 0.01% | Add +59.5% | 87,955 | $3.3M |
| Summit Financial, LLC | 0.05% | New | 87,604 | $3.3M |
| Sheets Smith Wealth Management | 0.35% | Reduce -1.2% | 83,981 | $3.1M |
| Lyell Wealth Management, LP | 0.21% | Add +27.9% | 76,495 | $2.8M |
| Jane Street Group, LLC | 0.00% | New | 76,384 | $2.8M |
| Castleview Partners, LLC | 1.45% | Add +10.4% | 71,904 | $2.7M |
| Meixler Investment Management, Ltd. | 1.64% | Add +5.5% | 71,698 | $2.7M |
| USAdvisors Wealth Management, LLC | 0.90% | Reduce -3.4% | 70,434 | $2.6M |
| RDA Financial Network | 0.64% | Add +13.3% | 69,357 | $2.6M |
| Mariner, LLC | 0.00% | Add +252.0% | 68,601 | $2.6M |
| UMB Bank, n.a. | 0.04% | No change | 64,539 | $2.4M |
| Morgan Stanley | 0.00% | Add +34.8% | 64,062 | $2.4M |
| FAS Wealth Partners, Inc. | 0.16% | Add +83.6% | 63,767 | $2.4M |
| Creative Planning | 0.00% | Reduce -2.1% | 60,404 | $2.2M |
| Warwick Investment Management, Inc. | 0.38% | Add +9.1% | 58,556 | $2.2M |
| Terra Nova Asset Management LLC | 1.31% | No change | 55,695 | $2.1M |
| Sigma Planning Corp | 0.06% | Reduce -21.2% | 53,916 | $2.0M |
| Equitable Holdings, Inc. | 0.01% | Reduce -31.4% | 51,130 | $1.9M |
| HBW Advisory Services LLC | 0.21% | Add +7.5% | 51,035 | $1.9M |
| Tower Wealth Partners, Inc. | 1.04% | Add +6.0% | 50,983 | $1.9M |
| CreativeOne Wealth, LLC | 0.04% | Reduce -1.7% | 48,678 | $1.8M |
| WESPAC Advisors, LLC | 1.00% | No change | 46,073 | $1.7M |
| Stifel Financial Corp. | 0.00% | Add +8.6% | 46,027 | $1.7M |
| Foundations Investment Advisors, LLC | 0.02% | Add +20.4% | 45,789 | $1.7M |
| Walkner Condon Financial Advisors LLC | 0.26% | Add +1.4% | 44,296 | $1.6M |
| Main Street Financial Solutions, LLC | 0.10% | Add +8.1% | 43,691 | $1.6M |
| Sprott Inc. | 0.06% | Reduce -1.0% | 43,363 | $1.6M |
| Washington Trust Advisors, Inc. | 0.12% | New | 42,994 | $1.6M |
| Evoke Wealth, LLC | 0.03% | Add +15.2% | 41,799 | $1.6M |
| Clear Harbor Asset Management, LLC | 0.11% | No change | 41,750 | $1.6M |
| Valmark Advisers, Inc. | 0.02% | No change | 40,195 | $1.5M |
| OneDigital Investment Advisors LLC | 0.02% | Reduce -3.4% | 40,054 | $1.5M |
| Peck Wealth Management, LLC | 1.41% | — | 39,630 | $1.5M |
| Sloy Dahl & Holst, LLC | 0.15% | Add +1.9% | 38,595 | $1.4M |
| Accurate Wealth Management, LLC | 0.19% | Add +35.8% | 35,094 | $1.4M |
| Mayflower Financial Advisors, LLC | 0.17% | Add +0.9% | 37,425 | $1.4M |
| Baker Ellis Asset Management LLC | 0.17% | No change | 37,000 | $1.4M |
| Mather Group, Llc. | 0.01% | No change | 33,420 | $1.2M |
| Procyon Advisors, LLC | 0.07% | Add +51.3% | 33,181 | $1.2M |
| CWC Advisors, LLC. | 0.60% | Reduce -9.5% | 33,075 | $1.2M |
| Focus Partners Wealth | 0.00% | No change | 32,843 | $1.2M |
| Arax Advisory Partners | 0.02% | No change | 31,162 | $1.2M |
| Sequoia Financial Advisors, LLC | 0.01% | Add +5.7% | 29,736 | $1.1M |
| Benjamin Edwards Inc. | 0.01% | Add +19.5% | 26,816 | $997K |
| Merk Investments LLC | 0.30% | Add +38.2% | 26,604 | $989K |
| Robertson Stephens Wealth Management, LLC | 0.03% | Reduce -21.1% | 26,025 | $968K |
| HB Wealth Management, LLC | 0.01% | Add +4.8% | 25,597 | $952K |
"% of holder's portfolio" is OUNZ's weight in each manager's 13F, not the share of Vaneck Merk Gold ETF the manager owns.