VANECK MERK GOLD ETF OUNZ
$39.61
+2.0% 52w: $31.49 – $51.89
Latest 13F among current holders filed 25 days ago (Jun 10, 2026)
Price — last 12 months
research preview data31.4941.6951.89
Jun 20, 2025 Jul 2, 2026
Institutional holders
289
+33 QoQ
13F value
$1.46B
+22.8% QoQ
Smart-money holders
10
signal tier ≥ 2
New smart buyers
2
Q1 2026
Options barometer
3.1×
$1.0M calls / $329K puts
Institutional value by quarter
Number of holders
Who owns OUNZ?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| VAN ECK ASSOCIATES CORP | Diversified mechanical | 3.8M | $172.0M | 0.1% | +107.0% |
| Morton Capital Management LLC/CA | Wealth advisor | 3.4M | $154.7M | 23.0% | -6.5% |
| LPL Financial LLC | Bank broker | 3.2M | $146.0M | 0.0% | +1.6% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 1.3M | $58.5M | 0.0% | +81.3% |
| Pitcairn Wealth Advisors LLC | Wealth advisor | 1.3M | $55.5M | 5.1% | +0.1% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 1.0M | $46.8M | 0.0% | +36.4% |
| Cetera Investment Advisers | Wealth advisor | 976.9K | $44.0M | 0.0% | -8.3% |
| AMERIPRISE FINANCIAL INC | Bank broker | 802.1K | $36.1M | 0.0% | +1.6% |
| Asset One Wealth Management LLC | Wealth advisor | 763.1K | $34.3M | 3.8% | +1.8% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 707.4K | $31.9M | 0.1% | -0.2% |
| Modern Wealth Management, LLC | Wealth advisor | 543.6K | $24.9M | 0.4% | -4.4% |
| Drake & Associates, LLC | Wealth advisor | 510.2K | $23.0M | 4.4% | +5.9% |
| AE Wealth Management LLC | Wealth advisor | 446.1K | $20.1M | 0.1% | +5379.5% |
| Kiker Wealth Management, LLC | Wealth advisor | 437.5K | $19.7M | 9.4% | +5294.2% |
| Euro Pacific Asset Management, LLC ★2 | Fundamental diversified | 386.6K | $17.4M | 1.7% | -2.9% |
| HighTower Advisors, LLC | Diversified mechanical | 374.6K | $16.9M | 0.0% | +0.3% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 355.7K | $16.0M | 0.0% | -14.2% |
| SHUFRO ROSE & CO LLC | Wealth advisor | 353.1K | $15.9M | 1.1% | +2195.7% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 345.8K | $15.5M | 0.0% | -47.2% |
| SILVER OAK SECURITIES, INCORPORATED | Wealth advisor | 323.0K | $14.6M | 1.1% | -4.9% |
| Security National Bank | Other | 283.0K | $12.8M | 1.9% | +5.8% |
| Accordant Advisory Group Inc | Other | 273.2K | $12.3M | 7.6% | -8.5% |
| Pekin Hardy Strauss, Inc. | Other | 267.7K | $12.1M | 1.3% | -18.5% |
| Solstein Capital, LLC | Wealth advisor | 260.0K | $11.7M | 4.8% | +1.6% |
| Virtu Financial LLC | Market maker | 259.4K | $11.7M | 0.5% | +111.3% |
| SFG Wealth Management, LLC. | Wealth advisor | 252.7K | $11.4M | 4.7% | +40.5% |
| Sanctuary Advisors, LLC | Wealth advisor | 252.3K | $11.4M | 0.1% | -5.7% |
| Ameritas Advisory Services, LLC | Wealth advisor | 251.0K | $11.3M | 0.4% | -5.0% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 246.2K | $11.1M | 0.0% | -39.4% |
| Smart Money Group LLC | Wealth advisor | 238.9K | $10.8M | 3.1% | +1.9% |
| MONEY CONCEPTS CAPITAL CORP | Wealth advisor | 231.6K | $10.4M | 0.6% | -2.7% |
| Dogwood Wealth Management LLC | Wealth advisor | 230.1K | $10.4M | 4.5% | -1.4% |
| Advisory Services Network, LLC | Diversified mechanical | 205.7K | $9.3M | 0.1% | +7.5% |
| FAS Wealth Partners, Inc. | Wealth advisor | 202.5K | $9.1M | 0.6% | +37.5% |
| Perennial Investment Advisors, LLC | Wealth advisor | 182.6K | $8.2M | 0.7% | +7.6% |
| Samalin Investment Counsel, LLC | Other | 176.9K | $8.0M | 2.8% | -5.0% |
| PDS Planning, Inc | Wealth advisor | 167.8K | $7.6M | 0.5% | Held |
| Lifeworks Advisors, LLC | Other | 166.1K | $7.5M | 1.0% | -10.4% |
| Three Cord True Wealth Management, LLC | Wealth advisor | 163.2K | $7.4M | 4.1% | +5.5% |
| Farther Finance Advisors, LLC | Wealth advisor | 159.3K | $7.3M | 0.1% | -13.1% |
| Forum Financial Management, LP | Wealth advisor | 160.1K | $7.2M | 0.1% | Held |
| Capital Wealth Alliance, LLC | Other | 146.7K | $6.6M | 3.0% | -0.1% |
| OPPENHEIMER & CO INC | Diversified mechanical | 140.1K | $6.3M | 0.1% | +4.0% |
| PETRA FINANCIAL ADVISORS INC | Wealth advisor | 138.5K | $6.2M | 3.9% | +1.7% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 134.6K | $6.1M | 0.0% | +5.9% |
| MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV ★2 | Fundamental diversified | 131.3K | $5.9M | 5.2% | -1.1% |
| Guild Investment Management, Inc. | Wealth advisor | 122.9K | $5.5M | 4.0% | -15.0% |
| CENTAURUS FINANCIAL, INC. | Wealth advisor | 115.1K | $5.2M | 0.2% | +9.2% |
| Plan Group Financial, LLC | Wealth advisor | 110.8K | $5.0M | 1.2% | +3.3% |
| Gladstone Institutional Advisory LLC | Wealth advisor | 109.2K | $4.9M | 0.2% | -0.4% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
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