VANECK MERK GOLD ETF (OUNZ) Institutional Shareholders
VANECK MERK GOLD ETF (OUNZ) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $1.13B in OUNZ holdings during the latest filing period.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of OUNZ tracked by InsiderSet, reporting ownership valued at approximately $146.04M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $126.17M, representing an estimated loss of -13.61% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 53% of the total disclosed OUNZ value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Morton Capital Management Llc/Ca, Raymond James Financial Inc, and several other long-term asset managers with concentrated positions in VANECK MERK GOLD ETF (OUNZ).
This page ranks the largest institutional OUNZ shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
278
Total Reported Value
$1.13B
Largest Holder
Lpl Financial Llc
Largest Position
$146.04M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
64
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.04% | 3,241,811 | $146,043,597 | $126,171,284 | -$19,872,313 | -13.61% | |
| Morton Capital Management Llc/Ca | 18.57% | 3,519,350 | $135,811,714 | $136,973,102 | +$1,161,388 | +0.86% | |
| Raymond James Financial Inc | 0.02% | 1,298,740 | $58,508,237 | $50,546,961 | -$7,961,276 | -13.61% | |
| Pitcairn Wealth Advisors Llc | 5.10% | 1,336,957 | $55,457,040 | $52,034,366 | -$3,422,674 | -6.17% | |
| Cetera Investment Advisers | 0.05% | 976,870 | $44,007,995 | $38,019,780 | -$5,988,215 | -13.61% | |
| Envestnet Asset Management Inc | 0.01% | 1,053,271 | $40,645,722 | $40,993,307 | +$347,585 | +0.86% | |
| Ameriprise Financial Inc | 0.01% | 802,105 | $36,134,814 | $31,217,927 | -$4,916,887 | -13.61% | |
| Asset One Wealth Management Llc | 3.80% | 763,076 | $34,330,789 | $29,698,918 | -$4,631,871 | -13.49% | |
| Modern Wealth Management, Llc | 0.43% | 543,585 | $24,917,914 | $21,156,328 | -$3,761,586 | -15.10% | |
| Drake & Associates, Llc | 4.38% | 510,226 | $22,985,681 | $19,857,996 | -$3,127,685 | -13.61% | |
| Hightower Advisors, Llc | 0.02% | 374,587 | $16,875,144 | $14,578,926 | -$2,296,218 | -13.61% | |
| Kiker Wealth Management, Llc | 6.36% | 422,678 | $16,311,148 | $16,450,628 | +$139,480 | +0.86% | |
| Mml Investors Services, Llc | 0.04% | 355,749 | $16,026,492 | $13,845,751 | -$2,180,741 | -13.61% | |
| Shufro Rose & Co Llc | 1.08% | 353,101 | $15,907,201 | $13,742,691 | -$2,164,510 | -13.61% | |
| Wealth Enhancement Advisory Services, Llc | 0.03% | 380,529 | $15,030,891 | $14,810,189 | -$220,702 | -1.47% | |
| Silver Oak Securities, Incorporated | 1.06% | 323,003 | $14,551,285 | $12,571,277 | -$1,980,008 | -13.61% | |
| Security National Bank | 1.48% | 321,957 | $12,424,321 | $12,530,566 | +$106,245 | +0.86% | |
| Solstein Capital, Llc | 4.81% | 259,954 | $11,710,928 | $10,117,410 | -$1,593,518 | -13.61% | |
| Sanctuary Advisors, Llc | 0.06% | 252,292 | $11,365,736 | $9,819,205 | -$1,546,531 | -13.61% | |
| Ameritas Advisory Services, Llc | 0.44% | 250,987 | $11,306,964 | $9,768,414 | -$1,538,550 | -13.61% | |
| Osaic Holdings, Inc. | 0.02% | 246,201 | $11,091,177 | $9,582,143 | -$1,509,034 | -13.61% | |
| Accordant Advisory Group Inc | 7.10% | 272,802 | $10,527,430 | $10,617,454 | +$90,024 | +0.86% | |
| Money Concepts Capital Corp | 0.58% | 231,641 | $10,435,427 | $9,015,468 | -$1,419,959 | -13.61% | |
| Pekin Hardy Strauss, Inc. | 0.91% | 267,079 | $10,306,579 | $10,394,715 | +$88,136 | +0.86% | |
| Dogwood Wealth Management Llc | 3.96% | 259,990 | $10,033,014 | $10,118,811 | +$85,797 | +0.86% | |
| Smart Money Group Llc | 2.44% | 245,920 | $9,490,053 | $9,571,206 | +$81,153 | +0.86% | |
| Advisory Services Network, Llc | 0.12% | 205,694 | $9,266,492 | $8,005,610 | -$1,260,882 | -13.61% | |
| Perennial Investment Advisors, Llc | 0.66% | 182,616 | $8,226,902 | $7,107,415 | -$1,119,487 | -13.61% | |
| Fas Wealth Partners, Inc. | 0.42% | 210,148 | $8,109,612 | $8,178,960 | +$69,348 | +0.86% | |
| Pds Planning, Inc | 0.50% | 167,778 | $7,558,399 | $6,529,920 | -$1,028,479 | -13.61% | |
| Lifeworks Advisors, Llc | 0.96% | 166,147 | $7,484,920 | $6,466,441 | -$1,018,479 | -13.61% | |
| Samalin Investment Counsel, Llc | 2.18% | 176,333 | $6,804,689 | $6,862,880 | +$58,191 | +0.86% | |
| Three Cord True Wealth Management, Llc | 3.20% | 174,355 | $6,728,347 | $6,785,897 | +$57,550 | +0.86% | |
| Forum Financial Management, Lp | 0.08% | 160,123 | $6,179,147 | $6,231,987 | +$52,840 | +0.86% | |
| Farther Finance Advisors, Llc | 0.05% | 159,261 | $6,145,864 | $6,198,438 | +$52,574 | +0.86% | |
| Sfg Wealth Management, Llc. | 2.16% | 155,892 | $6,015,872 | $6,067,317 | +$51,445 | +0.86% | |
| Petra Financial Advisors Inc | 2.66% | 148,514 | $5,731,155 | $5,780,165 | +$49,010 | +0.86% | |
| Capital Wealth Alliance, Llc | 2.63% | 146,727 | $5,662,195 | $5,710,615 | +$48,420 | +0.86% | |
| Mh & Associates Securities Management Corp | 4.79% | 138,375 | $5,339,892 | $5,385,555 | +$45,663 | +0.86% | |
| Oppenheimer & Co Inc | 0.06% | 137,055 | $5,288,952 | $5,334,181 | +$45,229 | +0.86% | |
| Guild Investment Management, Inc. | 3.36% | 127,390 | $4,915,980 | $4,958,019 | +$42,039 | +0.86% | |
| Commonwealth Equity Services, Llc | 0.01% | 125,616 | $4,847,528 | $4,888,975 | +$41,447 | +0.86% | |
| Quadrature Capital Ltd | 0.05% | 99,805 | $4,496,215 | $3,884,411 | -$611,804 | -13.61% | |
| Susquehanna International Group, Llp | 0.01% | 99,730 | $4,492,837 | $3,881,492 | -$611,345 | -13.61% | |
| Simplicity Wealth,Llc | 0.25% | 96,180 | $4,332,909 | $3,743,326 | -$589,583 | -13.61% | |
| Sheets Smith Wealth Management | 0.43% | 112,189 | $4,329,374 | $4,366,396 | +$37,022 | +0.86% | |
| Gladstone Institutional Advisory Llc | 0.14% | 111,860 | $4,316,668 | $4,353,591 | +$36,923 | +0.86% | |
| Stratos Wealth Partners, Ltd. | 0.05% | 95,092 | $4,283,921 | $3,700,981 | -$582,940 | -13.61% | |
| Rockefeller Capital Management L.P. | 0.01% | 94,640 | $4,263,532 | $3,683,389 | -$580,143 | -13.61% | |
| Equitable Holdings, Inc. | 0.03% | 99,304 | $4,133,142 | $3,864,912 | -$268,230 | -6.49% |
Frequently asked questions about OUNZ
Who owns the most OUNZ stock?
The largest holders of OUNZ are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for VANECK MERK GOLD ETF (OUNZ).
Is OUNZ widely held by superinvestors?
Many widely followed stocks like OUNZ appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly OUNZ is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.