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VanEck Merk Gold ETF (OUNZ) Institutional Ownership

VanEck Merk Gold ETF logo
$44.15 -0.69 (-1.54%)
As of 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for VanEck Merk Gold ETF (NYSEARCA:OUNZ)

Number of
Institutional Buyers
(last 12 months)
165
Total
Institutional Inflows
(last 12 months)
$198.51M
Number of
Institutional Sellers
(last 12 months)
79
Total
Institutional Outflows
(last 12 months)
$98.42M
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OUNZ Institutional Buying and Selling by Quarter

VanEck Merk Gold ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/23/2026 Ameritas Advisory Services LLC486,660$18.78M0.4%+93.9%0.755%
8/23/2026 Morling Financial Advisors LLC7,050$272K0.1%N/A0.011%
8/23/2026 SFG Wealth Management LLC.155,892$6.02M2.2%-38.3%0.242%
8/21/2026 Continuum Advisory LLC43,369$1.67M0.1%+57.7%0.067%
8/21/2026 Solstein Capital LLC280,248$10.82M3.6%+7.8%0.435%
7/10/2026 JFS Wealth Advisors LLC816$31K0.0%N/A0.001%
7/10/2026 DiNuzzo Private Wealth Inc.28,240$1.09M0.1%-1.2%0.044%
7/10/2026 Fiduciary Financial Group LLC6,700$259K0.0%+31.4%0.010%
7/9/2026 Ferguson Shapiro LLC78,831$3.04M0.9%N/A0.122%
7/9/2026 Whitaker Myers Wealth Managers LTD.12,253$473K0.1%-11.5%0.019%
7/9/2026 Oliver Luxxe Assets LLC18,085$698K0.1%+34.6%0.028%
7/8/2026 First Heartland Consultants Inc.12,780$493K0.0%+33.5%0.020%
7/6/2026 RDA Financial Network68,375$2.64M0.6%+7.8%0.106%
7/6/2026 Dogwood Wealth Management LLC259,990$10.03M4.0%+13.0%0.403%
6/10/2026 FAS Wealth Partners Inc.202,477$9.12M0.6%+37.5%0.321%
6/3/2026 NewEdge Advisors LLC12,621$569K0.0%-4.1%0.020%
5/21/2026 BankChampaign National Association20,804$937K0.9%N/A0.033%
5/19/2026 Centaurus Financial Inc.115,092$5.19M0.2%+9.2%0.182%
5/18/2026 Merk Investments LLC34,200$1.54M0.4%+49.6%0.054%
5/15/2026 Gateway Wealth Partners LLC12,882$580K0.0%+121.7%0.020%
5/14/2026 Renaissance Technologies LLC36,470$1.64M0.0%-62.8%0.058%
5/14/2026 Modern Wealth Management LLC543,585$24.92M0.4%-4.4%0.861%
5/13/2026 Cetera Investment Advisers976,870$44.01M0.0%-8.3%1.546%
5/13/2026 Petra Financial Advisors Inc.138,452$6.24M3.9%+1.7%0.219%
5/13/2026 First Trust Advisors LP52,667$2.37M0.0%N/A0.083%
5/7/2026 Scarborough Advisors LLC1,286$58K0.0%N/A0.002%
5/7/2026 Crescent Grove Advisors LLC35,750$1.61M0.2%N/A0.057%
5/6/2026 Laidlaw Wealth Management LLC9,047$408K1.4%N/A0.014%
5/6/2026 Euro Pacific Asset Management LLC386,587$17.44M1.7%-2.9%0.612%
5/6/2026 Bartlett & CO. Wealth Management LLC7,000$304K0.0%-6.7%0.011%
5/6/2026 Bessemer Group Inc.1,070$48K0.0%-82.2%0.002%
5/6/2026 Smart Money Group LLC238,905$10.76M3.1%+1.9%0.378%
5/5/2026 Ethos Financial Group LLC4,774$215K0.0%N/A0.008%
5/5/2026 Sanctuary Advisors LLC252,292$11.37M0.1%-5.7%0.399%
5/5/2026 Sigma Planning Corp57,808$2.60M0.1%+19.0%0.092%
5/4/2026 Retirement Planning Group LLC7,803$352K0.0%N/A0.012%
5/4/2026 HBW Advisory Services LLC41,445$1.87M0.2%-25.5%0.066%
5/4/2026 Chicago Partners Investment Group LLC11,549$527K0.0%-6.2%0.018%
5/4/2026 Lifeworks Advisors LLC166,147$7.49M1.0%-10.4%0.263%
5/4/2026 Procyon Advisors LLC59,762$2.69M0.0%+75.9%0.095%
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5/2/2026 Castleview Partners LLC39,318$1.77M0.9%+8.2%0.062%
5/2/2026 Valmark Advisers Inc.52,471$2.36M0.0%+26.6%0.083%
5/1/2026 Fifth Third Bancorp22,288$1.00M0.0%N/A0.035%
5/1/2026 Sovran Advisors LLC15,202$675K0.1%N/A0.024%
5/1/2026 Simplicity Wealth LLC96,180$4.33M0.2%-8.6%0.152%
5/1/2026 Sequoia Financial Advisors LLC28,136$1.27M0.0%-5.4%0.045%
5/1/2026 Mascoma Wealth Management LLC4,285$193K0.0%N/A0.007%
4/30/2026 Kestra Advisory Services LLC24,574$1.11M0.0%+92.1%0.039%
4/30/2026 Money Concepts Capital Corp231,641$10.44M0.6%-2.7%0.367%
4/29/2026 Beacon Bank & Trust14,623$659K0.1%+29.4%0.023%
4/28/2026 Whittier Trust Co.12,042$539K0.0%-10.3%0.019%
4/28/2026 Ascentis Independent Advisors25,807$1.16M0.1%N/A0.041%
4/28/2026 Stephens Inc. AR5,060$228K0.0%-28.3%0.008%
4/28/2026 Walkner Condon Financial Advisors LLC43,352$1.95M0.3%+0.5%0.069%
4/27/2026 HB Wealth Management LLC42,332$1.91M0.0%+7.3%0.067%
4/27/2026 USAdvisors Wealth Management LLC65,872$2.86M1.0%-1.4%0.104%
4/27/2026 Private Advisor Group LLC5,946$268K0.0%+13.1%0.009%
4/27/2026 Three Cord True Wealth Management LLC163,191$7.35M4.1%+5.5%0.258%
4/23/2026 Financial & Tax Architects LLC24,997$1.13M0.3%+20.0%0.040%
4/23/2026 Mayflower Financial Advisors LLC38,725$1.75M0.2%+1.6%0.061%
4/23/2026 Continuum Advisory LLC27,503$1.24M0.1%+75.9%0.044%
4/23/2026 Apollon Wealth Management LLC8,352$376K0.0%N/A0.013%
4/22/2026 Janney Montgomery Scott LLC15,275$688K0.0%-20.2%0.024%
4/21/2026 Maridea Wealth Management LLC16,275$733K0.1%+12.0%0.026%
4/21/2026 Silver Oak Securities Incorporated323,003$14.55M1.1%-4.9%0.511%
4/17/2026 Baker Ellis Asset Management LLC33,000$1.49M0.2%-10.8%0.052%
4/17/2026 XML Financial LLC5,100$230K0.0%N/A0.008%
4/17/2026 Brookstone Capital Management106,610$4.80M0.1%N/A0.169%
4/16/2026 Spectrum Planning & Advisory Services Inc.11,670$526K0.3%+79.1%0.018%
4/16/2026 CWC Advisors LLC.33,266$1.50M0.7%+4.1%0.053%
4/16/2026 Sheets Smith Wealth Management78,171$3.52M0.4%-0.8%0.124%
4/16/2026 Thompson Davis & CO. Inc.19,950$899K0.6%+6.7%0.032%
3/17/2026 Rockefeller Capital Management L.P.93,332$3.87M0.0%+6.1%0.150%
2/25/2026 MidFirst Bank5,000$207K0.0%N/A0.008%
2/23/2026 Drake & Associates LLC481,730$19.98M4.0%+7.0%0.772%
2/23/2026 Virtu Financial LLC122,777$5.09M0.2%N/A0.197%
2/20/2026 Wick Capital Partners LLC2,061$85K0.0%-84.6%0.003%
2/19/2026 Mcguire Capital Advisors Inc.900$37K0.0%N/A0.001%
2/18/2026 FAS Wealth Partners Inc.147,284$6.11M0.4%+131.0%0.236%
2/18/2026 EP Wealth Advisors LLC63,584$2.64M0.0%N/A0.102%
2/18/2026 NewEdge Advisors LLC13,159$546K0.0%+8.8%0.021%
2/18/2026 VestGen Advisors LLC15,229$632K0.0%-5.8%0.024%
2/18/2026 Main Street Financial Solutions LLC48,953$2.03M0.2%+12.0%0.079%
2/18/2026 IHT Wealth Management LLC13,948$579K0.0%-15.7%0.022%
2/18/2026 Asset One Wealth Management LLC749,502$33.58M4.6%N/A1.202%
2/17/2026 Camarda Financial Advisors LLC86,796$3.60M1.4%-14.8%0.139%
2/17/2026 Cetera Investment Advisers1,065,661$44.20M0.0%-38.3%1.709%
2/17/2026 Capital Wealth Alliance LLC146,819$6.09M2.8%-0.5%0.235%
2/17/2026 Equitable Holdings Inc.85,019$3.53M0.0%+66.3%0.136%
2/17/2026 Kovack Advisors Inc.8,911$370K0.0%N/A0.014%
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2/17/2026 Osaic Holdings Inc.406,006$16.84M0.0%-6.1%0.651%
2/17/2026 Advisory Services Network LLC191,267$7.93M0.1%+5.6%0.307%
2/17/2026 Captrust Financial Advisors8,096$336K0.0%+19.2%0.013%
2/17/2026 Royal Bank of Canada10,547$438K0.0%+177.8%0.017%
2/16/2026 MML Investors Services LLC414,448$17.19M0.0%-3.6%0.665%
2/16/2026 Mariner LLC21,882$908K0.0%-68.1%0.035%
2/13/2026 Kestra Advisory Services LLC12,791$531K0.0%-8.9%0.021%
2/13/2026 Meixler Investment Management Ltd.72,587$3.01M1.8%+1.2%0.116%
2/13/2026 Stifel Financial Corp58,328$2.42M0.0%+26.7%0.094%
2/13/2026 Van ECK Associates Corp1,844,154$76.50M0.1%+26.7%2.957%


OUNZ Institutional Ownership - Frequently Asked Questions

During the previous two years, 253 institutional investors and hedge funds held shares of VanEck Merk Gold ETF. The most heavily invested institutionals were Morton Capital Management LLC CA ($152.29M), LPL Financial LLC ($132.35M), Van ECK Associates Corp ($76.50M), Cetera Investment Advisers ($44.01M), Envestnet Asset Management Inc. ($38.11M), Pitcairn Co. ($36.81M), and Asset One Wealth Management LLC ($33.58M).Learn more on VanEck Merk Gold ETF's institutional investors.

Of the 230 institutional investors that purchased VanEck Merk Gold ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($1.36M), LPL Financial LLC ($1.18M), Asset One Wealth Management LLC ($749.50K), Quadrature Capital Ltd ($714.61K), Van ECK Associates Corp ($656.64K), Drake & Associates LLC ($481.73K), and Fiduciary Family Office LLC ($459.65K).

Institutional investors have bought a total of 4,940,590 shares in the last 24 months. This purchase volume represents approximately $198.51M in transactions.

Of the 79 institutional investors that sold VanEck Merk Gold ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Cetera Investment Advisers ($749.02K), Kiker Wealth Management LLC ($415.88K), Morton Capital Management LLC CA ($206.71K), Pitcairn Co. ($121.07K), SFG Wealth Management LLC. ($96.79K), Renaissance Technologies LLC ($81.13K), and Euro Pacific Asset Management LLC ($72.56K).

Institutional investors have sold a total of 2,399,772 shares in the last 24 months. This volume of shares sold represents approximately $98.42M in transactions.



Institutional ownership data for NYSEARCA:OUNZ is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/23/2026. New 13F filings are added each quarter as they're published.
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