Who owns VanEck Merk Gold ETF (OUNZ)
Which tracked institutional funds hold OUNZ, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See OUNZ company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-17). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on OUNZ is one-sided between 2026-Q1 and 2026-Q2: 28 added or opened and 96 trimmed or exited — on balance reducing.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
OUNZ’s largest tracked holder by dollar value, VAN ECK ASSOCIATES CORP, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.2% of theirs — a 0.0pp gap the other way — the median holder sizes OUNZ more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in OUNZ divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 258 tracked filers holding OUNZ, 117 increased or opened the position and 131 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in OUNZ between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 8
- Faithward Advisors, LLC$5M
- Ferguson Shapiro LLC$3M
- Ascent Advisors, LLC$3M
- Global Assets Advisory, LLC$2M
- Savvy Advisors, Inc.$1M
- Bluespring Wealth Management, LLC$1M
Full exits 21
- Cambridge Investment Research Advisors, Inc.$32M
- Euro Pacific Asset Management, LLC$17M
- HighTower Advisors, LLC$17M
- Virtu Financial LLC$12M
- CENTAURUS FINANCIAL, INC.$5M
- Quadrature Capital Ltd$4M
Largest adds
- VAN ECK ASSOCIATES CORP$39M
- Modern Wealth Management, LLC$15M
- SHUFRO ROSE & CO LLC$8M
- Ameritas Advisory Services, LLC$7M
- OSAIC HOLDINGS, INC.$6M
- MML INVESTORS SERVICES, LLC$2M
Largest trims
- LPL Financial LLC$24M
- Morton Capital Management LLC/CA$19M
- RAYMOND JAMES FINANCIAL INC$8M
- ENVESTNET ASSET MANAGEMENT INC$6M
- AE Wealth Management LLC$5M
- SFG Wealth Management, LLC.$5M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| VAN ECK ASSOCIATES CORP added | 5,469,804 | $211M | 17.2% | 2026-Q2 |
| Morton Capital Management LLC/CA added | 3,519,350 | $136M | 11.0% | 2026-Q2 |
| LPL Financial LLC trimmed | 3,170,456 | $122M | 9.9% | 2026-Q2 |
| Pitcairn Wealth Advisors LLC trimmed | 1,319,924 | $51M | 4.1% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 1,313,044 | $51M | 4.1% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 1,053,271 | $41M | 3.3% | 2026-Q2 |
| Modern Wealth Management, LLC added | 1,037,290 | $40M | 3.3% | 2026-Q2 |
| Cetera Investment Advisers added | 1,007,535 | $39M | 3.2% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 814,220 | $31M | 2.6% | 2026-Q2 |
| Asset One Wealth Management LLC added | 785,998 | $31M | 2.5% | 2026-Q2 |
| SHUFRO ROSE & CO LLC added | 619,787 | $24M | 1.9% | 2026-Q2 |
| Drake & Associates, LLC added | 552,917 | $21M | 1.7% | 2026-Q2 |
| Ameritas Advisory Services, LLC added | 486,660 | $19M | 1.5% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 468,651 | $18M | 1.5% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 446,232 | $17M | 1.4% | 2026-Q2 |
| Kiker Wealth Management, LLC trimmed | 422,678 | $16M | 1.3% | 2026-Q2 |
| AE Wealth Management LLC trimmed | 381,430 | $15M | 1.2% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 380,529 | $15M | 1.2% | 2026-Q2 |
| SILVER OAK SECURITIES, INCORPORATED added | 334,653 | $13M | 1.0% | 2026-Q2 |
| Security National Bank added | 321,957 | $12M | 1.0% | 2026-Q2 |
| Solstein Capital, LLC added | 280,248 | $11M | 0.9% | 2026-Q2 |
| Accordant Advisory Group Inc trimmed | 272,802 | $11M | 0.9% | 2026-Q2 |
| Pekin Hardy Strauss, Inc. trimmed | 267,079 | $10M | 0.8% | 2026-Q2 |
| Dogwood Wealth Management LLC added | 259,990 | $10M | 0.8% | 2026-Q2 |
| Advisory Services Network, LLC added | 247,389 | $10M | 0.8% | 2026-Q2 |
| Smart Money Group LLC added | 245,920 | $9M | 0.8% | 2026-Q2 |
| Sanctuary Advisors, LLC trimmed | 245,499 | $9M | 0.8% | 2026-Q2 |
| MONEY CONCEPTS CAPITAL CORP added | 234,984 | $9M | 0.7% | 2026-Q2 |
| FAS Wealth Partners, Inc. added | 210,148 | $8M | 0.7% | 2026-Q2 |
| Perennial Investment Advisors, LLC added | 188,390 | $7M | 0.6% | 2026-Q2 |
| Samalin Investment Counsel, LLC trimmed | 176,333 | $7M | 0.6% | 2026-Q2 |
| Three Cord True Wealth Management, LLC added | 174,355 | $7M | 0.5% | 2026-Q2 |
| PDS Planning, Inc | 167,778 | $6M | 0.5% | 2026-Q2 |
| Lifeworks Advisors, LLC trimmed | 165,095 | $6M | 0.5% | 2026-Q2 |
| Forum Financial Management, LP | 160,123 | $6M | 0.5% | 2026-Q2 |
| Farther Finance Advisors, LLC trimmed | 159,261 | $6M | 0.5% | 2026-Q2 |
| SFG Wealth Management, LLC. trimmed | 155,892 | $6M | 0.5% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 150,889 | $6M | 0.5% | 2026-Q2 |
| PETRA FINANCIAL ADVISORS INC added | 148,514 | $6M | 0.5% | 2026-Q2 |
| Capital Wealth Alliance, LLC | 146,727 | $6M | 0.5% | 2026-Q2 |
| MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV added | 138,375 | $5M | 0.4% | 2026-Q2 |
| OPPENHEIMER & CO INC trimmed | 137,055 | $5M | 0.4% | 2026-Q2 |
| Guild Investment Management, Inc. added | 127,390 | $5M | 0.4% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 125,616 | $5M | 0.4% | 2026-Q2 |
| Faithward Advisors, LLC trimmed | 124,231 | $5M | 0.4% | 2026-Q2 |
| SHEETS SMITH WEALTH MANAGEMENT added | 112,189 | $4M | 0.4% | 2026-Q2 |
| Gladstone Institutional Advisory LLC added | 111,860 | $4M | 0.4% | 2026-Q2 |
| Plan Group Financial, LLC trimmed | 105,275 | $4M | 0.3% | 2026-Q2 |
| Atria Investments, Inc added | 96,581 | $4M | 0.3% | 2026-Q2 |
| Simplicity Wealth,LLC trimmed | 95,925 | $4M | 0.3% | 2026-Q2 |
| Bucket List Wealth Management, LLC added | 94,341 | $4M | 0.3% | 2026-Q2 |
| Stratos Wealth Partners, LTD. trimmed | 93,992 | $4M | 0.3% | 2026-Q2 |
| Ferguson Shapiro LLC new | 78,831 | $3M | 0.2% | 2026-Q2 |
| Rockefeller Capital Management L.P. trimmed | 77,559 | $3M | 0.2% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 75,584 | $3M | 0.2% | 2026-Q2 |
| Meixler Investment Management, Ltd. added | 73,739 | $3M | 0.2% | 2026-Q2 |
| Equitable Holdings, Inc. trimmed | 72,914 | $3M | 0.2% | 2026-Q2 |
| Ascent Advisors, LLC new | 70,352 | $3M | 0.2% | 2026-Q2 |
| Accurate Wealth Management, LLC added | 69,356 | $3M | 0.2% | 2026-Q2 |
| RDA Financial Network added | 68,375 | $3M | 0.2% | 2026-Q2 |
| Banco BTG Pactual S.A. added | 65,795 | $3M | 0.2% | 2026-Q2 |
| UMB Bank, n.a. | 64,539 | $2M | 0.2% | 2026-Q2 |
| EP Wealth Advisors, LLC | 63,584 | $2M | 0.2% | 2026-Q2 |
| Creative Planning trimmed | 63,347 | $2M | 0.2% | 2026-Q2 |
| Golden State Wealth Management, LLC added | 62,354 | $2M | 0.2% | 2026-Q2 |
| Procyon Advisors, LLC trimmed | 59,742 | $2M | 0.2% | 2026-Q2 |
| LYELL WEALTH MANAGEMENT, LP trimmed | 59,265 | $2M | 0.2% | 2026-Q2 |
| Summit Financial, LLC trimmed | 57,135 | $2M | 0.2% | 2026-Q2 |
| Foundations Investment Advisors, LLC added | 55,916 | $2M | 0.2% | 2026-Q2 |
| Terra Nova Asset Management LLC | 55,695 | $2M | 0.2% | 2026-Q2 |
| MORGAN STANLEY added | 54,928 | $2M | 0.2% | 2026-Q2 |
| Main Street Financial Solutions, LLC added | 53,894 | $2M | 0.2% | 2026-Q2 |
| Tower Wealth Partners, Inc. added | 52,903 | $2M | 0.2% | 2026-Q2 |
| FIRST TRUST ADVISORS LP | 52,667 | $2M | 0.2% | 2026-Q2 |
| Sigma Planning Corp trimmed | 51,764 | $2M | 0.2% | 2026-Q2 |
| MAI Capital Management added | 50,795 | $2M | 0.2% | 2026-Q2 |
| MPWM ADVISORY SOLUTIONS, LLC added | 50,206 | $2M | 0.2% | 2026-Q2 |
| Valmark Advisers, Inc. trimmed | 49,821 | $2M | 0.2% | 2026-Q2 |
| Castleview Partners, LLC added | 49,205 | $2M | 0.2% | 2026-Q2 |
| MATAURO, LLC added | 48,199 | $2M | 0.2% | 2026-Q2 |
| Keating Financial Advisory Services, Inc. added | 47,816 | $2M | 0.2% | 2026-Q2 |
| Waterloo Capital, L.P. added | 46,695 | $2M | 0.1% | 2026-Q2 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main trimmed | 45,459 | $2M | 0.1% | 2026-Q2 |
| Blue Line Capital, LLC / IL added | 45,106 | $2M | 0.1% | 2026-Q2 |
| Brookstone Capital Management trimmed | 44,713 | $2M | 0.1% | 2026-Q2 |
| SPROTT INC. trimmed | 43,973 | $2M | 0.1% | 2026-Q2 |
| Continuum Advisory, LLC added | 43,369 | $2M | 0.1% | 2026-Q2 |
| Arax Advisory Partners added | 43,262 | $2M | 0.1% | 2026-Q2 |
| HBW ADVISORY SERVICES LLC added | 43,120 | $2M | 0.1% | 2026-Q2 |
| HB Wealth Management, LLC | 42,332 | $2M | 0.1% | 2026-Q2 |
| Washington Trust Advisors, Inc. | 41,093 | $2M | 0.1% | 2026-Q2 |
| Global Assets Advisory, LLC new | 39,018 | $2M | 0.1% | 2026-Q2 |
| Clear Harbor Asset Management, LLC added | 38,730 | $1M | 0.1% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 37,124 | $1M | 0.1% | 2026-Q2 |
| Peck Wealth Management, LLC trimmed | 37,050 | $1M | 0.1% | 2026-Q2 |
| Sloy Dahl & Holst, LLC | 37,000 | $1M | 0.1% | 2026-Q2 |
| OneDigital Investment Advisors LLC trimmed | 36,563 | $1M | 0.1% | 2026-Q2 |
| Mayflower Financial Advisors, LLC trimmed | 35,845 | $1M | 0.1% | 2026-Q2 |
| CWC Advisors, LLC. added | 35,703 | $1M | 0.1% | 2026-Q2 |
| Walkner Condon Financial Advisors LLC trimmed | 35,187 | $1M | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.