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VanEck Merk Gold ETF (OUNZ) Institutional Ownership

VanEck Merk Gold ETF logo
$40.03 +0.25 (+0.64%)
As of 02:04 PM Eastern
This is a fair market value price provided by Massive. Learn more.

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

Number of
Institutional Buyers
(last 12 months)
164
Total
Institutional Inflows
(last 12 months)
$195.32M
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
9/8/2026Waverly Advisors LLC8,500$328K0.0%N/A0.013%
8/27/2026Tucker Asset Management LLC26,819$1.04M0.3%+106.3%0.042%
8/23/2026Ameritas Advisory Services LLC486,660$18.78M0.4%+93.9%0.755%
8/23/2026Morling Financial Advisors LLC7,050$272K0.1%N/A0.011%
8/23/2026SFG Wealth Management LLC.155,892$6.02M2.2%-38.3%0.242%
8/21/2026Continuum Advisory LLC43,369$1.67M0.1%+57.7%0.067%
8/21/2026Solstein Capital LLC280,248$10.82M3.6%+7.8%0.435%
7/10/2026JFS Wealth Advisors LLC816$31K0.0%N/A0.001%
7/10/2026DiNuzzo Private Wealth Inc.28,240$1.09M0.1%-1.2%0.044%
7/10/2026Fiduciary Financial Group LLC6,700$259K0.0%+31.4%0.010%
7/9/2026Ferguson Shapiro LLC78,831$3.04M0.9%N/A0.122%
7/9/2026Whitaker Myers Wealth Managers LTD.12,253$473K0.1%-11.5%0.019%
7/9/2026Oliver Luxxe Assets LLC18,085$698K0.1%+34.6%0.028%
7/8/2026First Heartland Consultants Inc.12,780$493K0.0%+33.5%0.020%
7/6/2026RDA Financial Network68,375$2.64M0.6%+7.8%0.106%
7/6/2026Dogwood Wealth Management LLC259,990$10.03M4.0%+13.0%0.403%
6/10/2026FAS Wealth Partners Inc.202,477$9.12M0.6%+37.5%0.321%
6/3/2026NewEdge Advisors LLC12,621$569K0.0%-4.1%0.020%
5/21/2026BankChampaign National Association20,804$937K0.9%N/A0.033%
5/19/2026Centaurus Financial Inc.115,092$5.19M0.2%+9.2%0.182%
5/18/2026Merk Investments LLC34,200$1.54M0.4%+49.6%0.054%
5/15/2026Gateway Wealth Partners LLC12,882$580K0.0%+121.7%0.020%
5/14/2026Renaissance Technologies LLC36,470$1.64M0.0%-62.8%0.058%
5/14/2026Modern Wealth Management LLC543,585$24.92M0.4%-4.4%0.861%
5/13/2026Cetera Investment Advisers976,870$44.01M0.0%-8.3%1.546%
5/13/2026Petra Financial Advisors Inc.138,452$6.24M3.9%+1.7%0.219%
5/13/2026First Trust Advisors LP52,667$2.37M0.0%N/A0.083%
5/7/2026Scarborough Advisors LLC1,286$58K0.0%N/A0.002%
5/7/2026Crescent Grove Advisors LLC35,750$1.61M0.2%N/A0.057%
5/6/2026Laidlaw Wealth Management LLC9,047$408K1.4%N/A0.014%
5/6/2026Euro Pacific Asset Management LLC386,587$17.44M1.7%-2.9%0.612%
5/6/2026Bartlett & CO. Wealth Management LLC7,000$304K0.0%-6.7%0.011%
5/6/2026Bessemer Group Inc.1,070$48K0.0%-82.2%0.002%
5/6/2026Smart Money Group LLC238,905$10.76M3.1%+1.9%0.378%
5/5/2026Ethos Financial Group LLC4,774$215K0.0%N/A0.008%
5/5/2026Sanctuary Advisors LLC252,292$11.37M0.1%-5.7%0.399%
5/5/2026Sigma Planning Corp57,808$2.60M0.1%+19.0%0.092%
5/4/2026Retirement Planning Group LLC7,803$352K0.0%N/A0.012%
5/4/2026HBW Advisory Services LLC41,445$1.87M0.2%-25.5%0.066%
5/4/2026Chicago Partners Investment Group LLC11,549$527K0.0%-6.2%0.018%
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5/4/2026Lifeworks Advisors LLC166,147$7.49M1.0%-10.4%0.263%
5/4/2026Procyon Advisors LLC59,762$2.69M0.0%+75.9%0.095%
5/2/2026Castleview Partners LLC39,318$1.77M0.9%+8.2%0.062%
5/2/2026Valmark Advisers Inc.52,471$2.36M0.0%+26.6%0.083%
5/1/2026Fifth Third Bancorp22,288$1.00M0.0%N/A0.035%
5/1/2026Sovran Advisors LLC15,202$675K0.1%N/A0.024%
5/1/2026Simplicity Wealth LLC96,180$4.33M0.2%-8.6%0.152%
5/1/2026Sequoia Financial Advisors LLC28,136$1.27M0.0%-5.4%0.045%
5/1/2026Mascoma Wealth Management LLC4,285$193K0.0%N/A0.007%
4/30/2026Kestra Advisory Services LLC24,574$1.11M0.0%+92.1%0.039%
4/30/2026Money Concepts Capital Corp231,641$10.44M0.6%-2.7%0.367%
4/29/2026Beacon Bank & Trust14,623$659K0.1%+29.4%0.023%
4/28/2026Whittier Trust Co.12,042$539K0.0%-10.3%0.019%
4/28/2026Ascentis Independent Advisors25,807$1.16M0.1%N/A0.041%
4/28/2026Stephens Inc. AR5,060$228K0.0%-28.3%0.008%
4/28/2026Walkner Condon Financial Advisors LLC43,352$1.95M0.3%+0.5%0.069%
4/27/2026HB Wealth Management LLC42,332$1.91M0.0%+7.3%0.067%
4/27/2026USAdvisors Wealth Management LLC65,872$2.86M1.0%-1.4%0.104%
4/27/2026Private Advisor Group LLC5,946$268K0.0%+13.1%0.009%
4/27/2026Three Cord True Wealth Management LLC163,191$7.35M4.1%+5.5%0.258%
4/23/2026Financial & Tax Architects LLC24,997$1.13M0.3%+20.0%0.040%
4/23/2026Mayflower Financial Advisors LLC38,725$1.75M0.2%+1.6%0.061%
4/23/2026Continuum Advisory LLC27,503$1.24M0.1%+75.9%0.044%
4/23/2026Apollon Wealth Management LLC8,352$376K0.0%N/A0.013%
4/22/2026Janney Montgomery Scott LLC15,275$688K0.0%-20.2%0.024%
4/21/2026Maridea Wealth Management LLC16,275$733K0.1%+12.0%0.026%
4/21/2026Silver Oak Securities Incorporated323,003$14.55M1.1%-4.9%0.511%
4/17/2026Baker Ellis Asset Management LLC33,000$1.49M0.2%-10.8%0.052%
4/17/2026XML Financial LLC5,100$230K0.0%N/A0.008%
4/17/2026Brookstone Capital Management106,610$4.80M0.1%N/A0.169%
4/16/2026Spectrum Planning & Advisory Services Inc.11,670$526K0.3%+79.1%0.018%
4/16/2026CWC Advisors LLC.33,266$1.50M0.7%+4.1%0.053%
4/16/2026Sheets Smith Wealth Management78,171$3.52M0.4%-0.8%0.124%
4/16/2026Thompson Davis & CO. Inc.19,950$899K0.6%+6.7%0.032%
3/17/2026Rockefeller Capital Management L.P.93,332$3.87M0.0%+6.1%0.150%
2/25/2026MidFirst Bank5,000$207K0.0%N/A0.008%
2/23/2026Drake & Associates LLC481,730$19.98M4.0%+7.0%0.772%
2/23/2026Virtu Financial LLC122,777$5.09M0.2%N/A0.197%
2/20/2026Wick Capital Partners LLC2,061$85K0.0%-84.6%0.003%
2/19/2026Mcguire Capital Advisors Inc.900$37K0.0%N/A0.001%
2/18/2026FAS Wealth Partners Inc.147,284$6.11M0.4%+131.0%0.236%
2/18/2026EP Wealth Advisors LLC63,584$2.64M0.0%N/A0.102%
2/18/2026NewEdge Advisors LLC13,159$546K0.0%+8.8%0.021%
2/18/2026VestGen Advisors LLC15,229$632K0.0%-5.8%0.024%
2/18/2026Main Street Financial Solutions LLC48,953$2.03M0.2%+12.0%0.079%
2/18/2026IHT Wealth Management LLC13,948$579K0.0%-15.7%0.022%
2/18/2026Asset One Wealth Management LLC749,502$33.58M4.6%N/A1.202%
2/17/2026Camarda Financial Advisors LLC86,796$3.60M1.4%-14.8%0.139%
2/17/2026Cetera Investment Advisers1,065,661$44.20M0.0%-38.3%1.709%
2/17/2026Capital Wealth Alliance LLC146,819$6.09M2.8%-0.5%0.235%
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2/17/2026Equitable Holdings Inc.85,019$3.53M0.0%+66.3%0.136%
2/17/2026Kovack Advisors Inc.8,911$370K0.0%N/A0.014%
2/17/2026Osaic Holdings Inc.406,006$16.84M0.0%-6.1%0.651%
2/17/2026Advisory Services Network LLC191,267$7.93M0.1%+5.6%0.307%
2/17/2026Captrust Financial Advisors8,096$336K0.0%+19.2%0.013%
2/17/2026Royal Bank of Canada10,547$438K0.0%+177.8%0.017%
2/16/2026MML Investors Services LLC414,448$17.19M0.0%-3.6%0.665%
2/16/2026Mariner LLC21,882$908K0.0%-68.1%0.035%
2/13/2026Kestra Advisory Services LLC12,791$531K0.0%-8.9%0.021%
2/13/2026Meixler Investment Management Ltd.72,587$3.01M1.8%+1.2%0.116%


OUNZ Institutional Ownership - Frequently Asked Questions

During the previous two years, 254 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 231 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 4,835,940 shares in the last 24 months. This purchase volume represents approximately $195.32M 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 9/8/2026. New 13F filings are added each quarter as they're published.
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