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
Cadence Bank 0.06% Add +143.8% 25,402 $945K
Comerica Bank 0.00% No change 24,748 $920K
Knightsbridge Asset Management, LLC 0.15% Reduce -1.1% 23,331 $868K
ORG Partners LLC 0.16% Add +14.7% 23,184 $862K
DiNuzzo Private Wealth, Inc. 0.10% Reduce -0.3% 25,390 $845K
White Pine Capital LLC 0.24% No change 22,311 $830K
Spectrum Planning & Advisory Services Inc. 0.42% Add +2.8% 20,048 $746K
Janney Montgomery Scott LLC 0.00% Add +28.2% 19,512 $726K
Financial & Tax Architects, LLC 0.16% Add +44.8% 19,157 $712K
Integrated Advisors Network LLC 0.03% Reduce -1.9% 17,307 $644K
IHT Wealth Management, LLC 0.02% Add +4.9% 16,548 $615K
VestGen Advisors, LLC 0.02% Add +26.0% 16,174 $602K
AQR Capital Management 0.00% New 15,895 $591K
Wealth Quarterback LLC 0.22% Add +29.8% 15,583 $580K
Steward Partners Investment Advisory, LLC 0.00% No change 14,924 $555K
Continuum Advisory, LLC 0.06% Add +5.2% 14,761 $549K
Proficio Capital Partners LLC 0.04% No change 14,600 $543K
Whitaker-Myers Wealth Managers, LTD. 0.12% Reduce -2.6% 14,489 $539K
Whittier Trust Co. 0.01% Reduce -6.0% 14,364 $538K
JT Stratford LLC 0.07% New 14,289 $531K
Kestra Advisory Services, LLC 0.00% Add +32.9% 14,047 $522K
Ritter Daniher Financial Advisory LLC / DE 0.09% No change 13,635 $507K
Smith, Moore & Co. 0.04% Reduce -4.2% 13,505 $502K
Chicago Partners Investment Group LLC 0.01% Add +4.4% 13,123 $500K
Wick Capital Partners, LLC 0.12% Reduce -29.6% 13,411 $499K
Abbington Investment Group 0.43% — 13,405 $499K
Perigon Wealth Management, LLC 0.01% No change 13,370 $497K
Invst, LLC 0.05% No change 12,856 $478K
Maridea Wealth Management LLC 0.07% New 10,996 $464K
Oliver Luxxe Assets LLC 0.07% Add +15.4% 12,417 $462K
HUB Investment Partners, LLC 0.02% Add +10.3% 12,158 $452K
NewEdge Advisors, LLC 0.00% Reduce -14.8% 12,094 $450K
Shufro Rose & Co. LLC 0.04% Reduce -2.0% 14,751 $445K
DAVENPORT & Co LLC 0.00% No change 11,900 $443K
Cozad Asset Management Inc. 0.03% New 11,500 $428K
Thompson Davis & Co., Inc. 0.26% Add +43.0% 11,400 $424K
Focus Partners Advisor Solutions, LLC 0.00% New 11,344 $422K
PFG Advisors 0.02% Add +44.2% 11,129 $414K
Beacon Bank & Trust 0.09% New 11,128 $414K
Destiny Capital Corp 0.22% No change 11,060 $411K
Snider Financial Group 0.11% No change 10,532 $392K
EverSource Wealth Advisors, LLC 0.02% No change 10,355 $385K
Lanark Financial, Inc. 0.03% Reduce -0.8% 9,870 $367K
Sagespring Wealth Partners, LLC 0.01% Add +30.6% 9,804 $365K
Veracity Capital LLC 0.12% Add +6.1% 9,682 $360K
Kingswood Wealth Advisors, LLC 0.02% Add +1.7% 9,479 $353K
Cwm, LLC 0.00% Add +2.9% 9,031 $336K
Mgo One Seven LLC 0.01% Add +2.1% 9,011 $335K
Manchester Capital Management LLC 0.04% Add +200.1% 8,690 $323K
Wolff Wiese Magana LLC 0.17% No change 8,236 $306K
Pure Financial Advisors, LLC 0.00% No change 8,078 $300K
Vontobel Holding Ltd. 0.00% Reduce -11.1% 8,000 $298K
Strategic Financial Concepts, LLC 0.04% No change 7,927 $295K
Fagan Associates, Inc. 0.04% New 7,910 $294K
Northwest Financial Advisors 0.38% No change 7,896 $294K
Beacon Pointe Advisors, LLC 0.00% Add +2.6% 7,759 $289K
Northstar Financial Companies, Inc. 0.26% Reduce -39.5% 7,696 $286K
Jaffetilchin Investment Partners, LLC 0.02% No change 7,600 $283K
Silvercrest Asset Management Group LLC 0.00% No change 7,520 $280K
Bartlett & Co. Wealth Management LLC 0.00% No change 7,500 $279K
CWA Asset Management Group, LLC 0.01% No change 7,478 $278K
M Wealth Management, LLC 0.24% No change 7,373 $274K
Abacus Planning Group, Inc. 0.04% New 7,274 $271K
Ieq Capital, LLC 0.00% New 6,950 $258K
Edge Financial Advisors LLC 0.11% Reduce -21.4% 6,804 $253K
Captrust Financial Advisors 0.00% New 6,791 $253K
Stephens Inc. 0.00% No change 6,775 $252K
Wealth Management Associates, Inc. 0.09% No change 6,755 $251K
BlackRock, Inc. 0.00% No change 6,500 $242K
Cape Investment Advisory, Inc. 0.24% Reduce -12.6% 6,493 $241K
Orion Porfolio Solutions, LLC 0.00% Reduce -0.3% 6,487 $241K
Traphagen Investment Advisors LLC 0.02% No change 6,286 $234K
Geneos Wealth Management Inc. 0.01% Reduce -2.5% 6,221 $231K
Exencial Wealth Advisors, LLC 0.01% New 6,206 $231K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.05% New 6,200 $230K
U.S. Capital Wealth Advisors, LLC 0.01% New 6,100 $227K
Diversified Enterprises, LLC 0.01% New 5,881 $219K
RS Crum Inc. 0.05% New 5,860 $218K
Golden State Wealth Management, LLC 0.02% No change 5,853 $218K
Global Retirement Partners, LLC 0.00% Add +3.0% 5,844 $217K
Parsons Capital Management Inc. 0.01% New 5,500 $205K
Brighton Jones LLC 0.00% New 5,424 $202K
Main Street Group, LTD 0.06% No change 4,901 $182K
HM Payson & Co. 0.00% No change 4,550 $169K
Royal Bank of Canada 0.00% No change 3,797 $141K
Harbour Investments, Inc. 0.00% Reduce -0.3% 3,723 $138K
Whittier Trust Co. of Nevada Inc. 0.00% No change 3,575 $134K
MAI Capital Management 0.00% No change 3,326 $124K
Private Trust Co. NA 0.01% No change 2,549 $95K
FMR LLC 0.00% Add +513.5% 2,540 $94K
Wells Fargo & Company 0.00% New 2,200 $82K
North Star Investment Management Corp. 0.00% No change 2,000 $74K
Northwestern Mutual Wealth Management Co. 0.00% No change 1,949 $72K
Financial Network Wealth Advisors LLC 0.07% No change 1,702 $63K
MPWM Advisory Solutions, LLC 0.03% New 1,510 $56K
AdvisorNet Financial, Inc 0.00% No change 1,261 $47K
Legacy Wealth Managment, LLC 0.02% No change 1,100 $41K
Parallel Advisors, LLC 0.00% New 1,009 $38K
Plante Moran Financial Advisors, LLC 0.00% No change 911 $34K
Hollencrest Capital Management 0.00% No change 860 $32K
Archer Investment Corp 0.01% Reduce -3.6% 850 $32K
Wealth Preservation Advisors, LLC 0.02% No change 800 $30K
Atwood & Palmer Inc. 0.00% No change 749 $28K
IFP Advisors, Inc 0.00% Reduce -31.4% 665 $25K
PNC Financial Services Group, Inc. 0.00% No change 608 $23K
Assetmark, Inc. 0.00% Add +5.2% 508 $19K
SJS Investment Consulting Inc. 0.00% New 500 $19K
Richardson Capital Management LLC 0.01% New 447 $17K
Smartleaf Asset Management LLC 0.00% Reduce -58.0% 449 $17K
Elevation Wealth Partners, LLC 0.01% New 383 $14K
Noble Wealth Management PBC 0.01% — 340 $13K
Principal Securities, Inc. 0.00% No change 254 $9K
Trust Co. of Vermont 0.00% New 160 $6K
Game Plan Financial Advisors, LLC 0.00% New 150 $6K
Jones Financial Companies LLLP 0.00% New 148 $5K
Grey Fox Wealth Advisors, LLC 0.00% New 70 $3K
Sunbelt Securities, Inc. 0.00% Reduce -50.0% 50 $2K
Westend Capital Management, LLC 0.00% No change 30 $1K
Montag A & Associates Inc. 0.00% No change 20 $744
BNP Paribas Financial Markets 0.00% New 4 $149
Abound Wealth Management 0.00% No change 1 $38

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