Vaneck Merk Gold ETFOUNZETF

13F holders, Q3 2025 (September 30)
221holders +15
32new positions
18sold out
2famous investors
$37.21avg. 13F price*

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

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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions32$17.2M
Exits18$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.

Show all 221 holders