OUNZ Institutional Ownership & Shareholders
VANECK MERK GOLD ETF (OUNZ) is currently held by 271 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $1.31B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Van Eck Associates Corp is currently the largest disclosed institutional shareholder of OUNZ tracked by InsiderSet, reporting ownership valued at approximately $211.08M in its June 30, 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 $204.08M, representing an estimated loss of -3.32% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 58% of the total disclosed OUNZ value among the investors covered in this analysis. Major shareholders include Van Eck Associates Corp, Morton Capital Management Llc/Ca, Lpl Financial Llc, 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
271
Total Reported Value
$1.31B
Largest Holder
Van Eck Associates Corp
Largest Position
$211.08M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
34
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Van Eck Associates Corp | 0.13% | 5,469,804 | $211,079,736 | $204,078,387 | -$7,001,349 | -3.32% | |
| Morton Capital Management Llc/Ca | 17.04% | 3,535,862 | $141,080,891 | $131,923,011 | -$9,157,880 | -6.49% | |
| Lpl Financial Llc | 0.03% | 3,170,456 | $122,347,899 | $118,289,713 | -$4,058,186 | -3.32% | |
| Pitcairn Wealth Advisors Llc | 5.58% | 1,319,924 | $50,935,916 | $49,246,364 | -$1,689,552 | -3.32% | |
| Raymond James Financial Inc | 0.01% | 1,313,044 | $50,670,368 | $48,989,672 | -$1,680,696 | -3.32% | |
| Envestnet Asset Management Inc | 0.01% | 1,053,271 | $40,645,722 | $39,297,541 | -$1,348,181 | -3.32% | |
| Modern Wealth Management, Llc | 0.48% | 1,037,290 | $40,029,003 | $38,701,290 | -$1,327,713 | -3.32% | |
| Cetera Investment Advisers | 0.04% | 1,007,535 | $38,880,777 | $37,591,131 | -$1,289,646 | -3.32% | |
| Ameriprise Financial Inc | 0.01% | 814,220 | $31,378,951 | $30,378,548 | -$1,000,403 | -3.19% | |
| Asset One Wealth Management Llc | 2.68% | 783,285 | $31,253,078 | $29,224,363 | -$2,028,715 | -6.49% | |
| Shufro Rose & Co Llc | 1.38% | 619,787 | $23,917,581 | $23,124,253 | -$793,328 | -3.32% | |
| Drake & Associates, Llc | 3.59% | 552,917 | $21,337,067 | $20,629,333 | -$707,734 | -3.32% | |
| Ameritas Advisory Services, Llc | 0.38% | 486,660 | $18,780,215 | $18,157,285 | -$622,930 | -3.32% | |
| Mml Investors Services, Llc | 0.04% | 468,651 | $18,085,242 | $17,485,369 | -$599,873 | -3.32% | |
| Osaic Holdings, Inc. | 0.02% | 446,232 | $17,219,802 | $16,648,916 | -$570,886 | -3.32% | |
| Kiker Wealth Management, Llc | 6.36% | 422,678 | $16,311,148 | $15,770,116 | -$541,032 | -3.32% | |
| Euro Pacific Asset Management, Llc | 1.31% | 373,719 | $15,987,699 | $13,943,456 | -$2,044,243 | -12.79% | |
| Wealth Enhancement Advisory Services, Llc | 0.02% | 389,786 | $15,466,727 | $14,542,916 | -$923,811 | -5.97% | |
| Silver Oak Securities, Incorporated | 0.78% | 334,653 | $12,914,259 | $12,485,903 | -$428,356 | -3.32% | |
| Pekin Hardy Strauss, Inc. | 1.03% | 294,079 | $11,733,752 | $10,972,087 | -$761,665 | -6.49% | |
| Solstein Capital, Llc | 3.95% | 281,284 | $11,223,240 | $10,494,706 | -$728,534 | -6.49% | |
| Accordant Advisory Group Inc | 6.98% | 279,054 | $11,134,255 | $10,411,505 | -$722,750 | -6.49% | |
| Dogwood Wealth Management Llc | 3.96% | 259,990 | $10,033,014 | $9,700,227 | -$332,787 | -3.32% | |
| Advisory Services Network, Llc | 0.11% | 247,389 | $9,546,722 | $9,230,084 | -$316,638 | -3.32% | |
| Smart Money Group Llc | 2.44% | 245,920 | $9,490,053 | $9,175,275 | -$314,778 | -3.32% | |
| Sanctuary Advisors, Llc | 0.04% | 245,499 | $9,473,799 | $9,159,568 | -$314,231 | -3.32% | |
| Security National Bank | 1.08% | 233,627 | $9,321,717 | $8,716,623 | -$605,094 | -6.49% | |
| Fas Wealth Partners, Inc. | 0.42% | 210,148 | $8,109,612 | $7,840,622 | -$268,990 | -3.32% | |
| Perennial Investment Advisors, Llc | 0.49% | 188,390 | $7,269,987 | $7,028,831 | -$241,156 | -3.32% | |
| Samalin Investment Counsel, Llc | 2.24% | 175,246 | $6,992,328 | $6,538,428 | -$453,900 | -6.49% | |
| Three Cord True Wealth Management, Llc | 3.20% | 174,355 | $6,728,347 | $6,505,185 | -$223,162 | -3.32% | |
| Pds Planning, Inc | 0.37% | 167,778 | $6,474,553 | $6,259,797 | -$214,756 | -3.32% | |
| Farther Finance Advisors, Llc | 0.05% | 160,914 | $6,420,470 | $6,003,701 | -$416,769 | -6.49% | |
| Forum Financial Management, Lp | 0.08% | 160,123 | $6,388,908 | $5,974,189 | -$414,719 | -6.49% | |
| Lifeworks Advisors, Llc | 0.67% | 165,095 | $6,371,014 | $6,159,694 | -$211,320 | -3.32% | |
| Capital Wealth Alliance, Llc | 2.55% | 146,258 | $5,835,694 | $5,456,886 | -$378,808 | -6.49% | |
| Susquehanna International Group, Llp | 0.01% | 150,889 | $5,822,807 | $5,629,669 | -$193,138 | -3.32% | |
| Petra Financial Advisors Inc | 2.66% | 148,514 | $5,731,155 | $5,541,057 | -$190,098 | -3.32% | |
| Sfg Wealth Management, Llc. | 1.99% | 139,967 | $5,584,698 | $5,222,169 | -$362,529 | -6.49% | |
| Mh & Associates Securities Management Corp | 4.85% | 139,505 | $5,566,250 | $5,204,932 | -$361,318 | -6.49% | |
| Guild Investment Management, Inc. | 3.36% | 127,390 | $4,915,980 | $4,752,921 | -$163,059 | -3.32% | |
| Oppenheimer & Co Inc | 0.05% | 120,852 | $4,821,995 | $4,508,988 | -$313,007 | -6.49% | |
| Faithward Advisors, Llc | 0.59% | 124,231 | $4,794,074 | $4,635,059 | -$159,015 | -3.32% | |
| Sheets Smith Wealth Management | 0.49% | 116,589 | $4,651,901 | $4,349,936 | -$301,965 | -6.49% | |
| Plan Group Financial, Llc | 0.89% | 114,225 | $4,519,883 | $4,261,735 | -$258,148 | -5.71% | |
| Centaurus Financial, Inc. | 0.17% | 115,426 | $4,454,000 | $4,306,544 | -$147,456 | -3.31% | |
| Commonwealth Equity Services, Llc | 0.01% | 110,833 | $4,422,246 | $4,135,179 | -$287,067 | -6.49% | |
| Gladstone Institutional Advisory Llc | 0.14% | 111,860 | $4,316,668 | $4,173,497 | -$143,171 | -3.32% | |
| Simplicity Wealth,Llc | 0.12% | 107,272 | $4,280,153 | $4,002,318 | -$277,835 | -6.49% | |
| Ferguson Shapiro Llc | 1.17% | 99,661 | $3,976,474 | $3,718,352 | -$258,122 | -6.49% |
Frequently asked questions about OUNZ
Who are the largest institutional holders of OUNZ?
The largest institutional holders of OUNZ reported in the latest SEC Form 13F filings include Van Eck Associates Corp, Morton Capital Management Llc/Ca, Lpl Financial Llc, Pitcairn Wealth Advisors Llc, and Raymond James Financial Inc. InsiderSet ranks institutional holders by their latest reported OUNZ position.
What is OUNZ institutional ownership?
This page tracks OUNZ positions reported by institutional investment managers through SEC Form 13F. VANECK MERK GOLD ETF (OUNZ) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own OUNZ?
InsiderSet currently tracks 271 institutional managers reporting OUNZ holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of OUNZ shareholders.
How much OUNZ stock do institutions own?
Institutional investment managers disclosed approximately $1.31B in OUNZ holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was OUNZ institutional ownership last updated?
The latest OUNZ institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional OUNZ holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its OUNZ position after the reporting date.
Are institutions buying or selling OUNZ?
Institutional buying and selling can be analyzed by comparing OUNZ positions across consecutive 13F reporting periods. InsiderSet's OUNZ Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View OUNZ ownership changes.
How has OUNZ institutional ownership changed over time?
InsiderSet tracks OUNZ institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.