VANECK MERK GOLD ETF (OUNZ)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
263
Reporting holders
$1.3B
Reported value
52.7%
Of shares outstanding
0.1%
Held as options
-16
Holder change
Institutions report 33,977,119 shares against 64,449,173 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| VAN ECK ASSOCIATES CORP | $211.1M | 5,469,804 | 0.13% | 23q | +43.3%+$63.8M |
| Morton Capital Management LLC/CA | $135.8M | 3,519,350 | 18.57% | 19q | +2.5%+$3.3M |
| LPL Financial LLC | $122.3M | 3,170,456 | 0.03% | 31q | -2.2%-$2.8M |
| Pitcairn Wealth Advisors LLC | $50.9M | 1,319,924 | 5.58% | 3q | -1.3%-$657.3K |
| RAYMOND JAMES FINANCIAL INC | $50.7M | 1,313,044 | 0.01% | 7q | +1.1%+$552.0K |
| ENVESTNET ASSET MANAGEMENT INC | $40.6M | 1,053,271 | 0.01% | 25q | +1.3%+$536.2K |
| Modern Wealth Management, LLC | $40.0M | 1,037,290 | 0.48% | 11q | +90.8%+$19.1M |
| Cetera Investment Advisers | $38.9M | 1,007,535 | 0.04% | 10q | +3.1%+$1.2M |
| AMERIPRISE FINANCIAL INC | $31.4M | 814,220 | 0.01% | 26q | -49.2%-$30.4M |
| Asset One Wealth Management LLC | $30.7M | 785,998 | 3.23% | 3q | +3.0%+$894.0K |
| SHUFRO ROSE & CO LLC | $23.9M | 619,787 | 1.37% | 24q | +75.5%+$10.3M |
| Drake & Associates, LLC | $21.3M | 552,917 | 3.59% | 5q | +8.4%+$1.6M |
| Ameritas Advisory Services, LLC | $18.8M | 486,660 | 0.38% | 14q | +93.9%+$9.1M |
| MML INVESTORS SERVICES, LLC | $18.1M | 468,651 | 0.04% | 18q | +31.7%+$4.4M |
| OSAIC HOLDINGS, INC. | $17.2M | 446,232 | 0.02% | 26q | +81.2%+$7.7M |
| Kiker Wealth Management, LLC | $16.3M | 422,678 | 6.36% | 7q | -3.4%-$573.0K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $15.0M | 380,529 | 0.03% | 11q | +10.0%+$1.4M |
| AE Wealth Management LLC | $14.7M | 381,430 | 0.07% | 3q | -14.5%-$2.5M |
| HighTower Advisors, LLC | $14.1M | 364,791 | 0.01% | 22q | -2.6%-$378.0K |
| SILVER OAK SECURITIES, INCORPORATED | $12.9M | 334,653 | 0.78% | 18q | +3.6%+$449.6K |
| Security National Bank | $12.4M | 321,957 | 1.48% | 18q | +13.8%+$1.5M |
| Solstein Capital, LLC | $10.8M | 280,248 | 3.70% | 11q | +7.8%+$783.1K |
| Accordant Advisory Group Inc | $10.5M | 272,802 | 7.10% | 10q | HELD |
| Pekin Hardy Strauss, Inc. | $10.3M | 267,079 | 0.91% | 31q | HELD |
| Dogwood Wealth Management LLC | $10.0M | 259,990 | 3.96% | 11q | +13.0%+$1.2M |
| Advisory Services Network, LLC | $9.5M | 247,389 | 0.11% | 9q | +20.3%+$1.6M |
| Smart Money Group LLC | $9.5M | 245,920 | 2.44% | 19q | +2.9%+$270.7K |
| Sanctuary Advisors, LLC | $9.5M | 245,499 | 0.04% | 7q | -2.7%-$262.1K |
| MONEY CONCEPTS CAPITAL CORP | $9.1M | 234,984 | 0.42% | 21q | +1.4%+$129.0K |
| FAS Wealth Partners, Inc. | $8.1M | 210,148 | 0.42% | 4q | +42.7%+$2.4M |
| Perennial Investment Advisors, LLC | $7.3M | 188,390 | 0.48% | 21q | +3.2%+$222.8K |
| Samalin Investment Counsel, LLC | $6.8M | 176,333 | 2.13% | 21q | HELD |
| Three Cord True Wealth Management, LLC | $6.7M | 174,355 | 3.20% | 5q | +6.8%+$430.8K |
| PDS Planning, Inc | $6.5M | 167,778 | 0.37% | 25q | HELD |
| Lifeworks Advisors, LLC | $6.4M | 165,095 | 0.67% | 19q | -0.6%-$40.6K |
| Forum Financial Management, LP | $6.2M | 160,123 | 0.08% | 19q | HELD |
| Farther Finance Advisors, LLC | $6.1M | 159,261 | 0.05% | 9q | HELD |
| SFG Wealth Management, LLC. | $6.0M | 155,892 | 2.16% | 9q | -38.3%-$3.7M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $5.8M | 150,889 | 0.00% | 3q | +51.3%+$2.0M |
| PETRA FINANCIAL ADVISORS INC | $5.7M | 148,514 | 2.66% | 8q | +7.3%+$388.3K |
| Capital Wealth Alliance, LLC | $5.7M | 146,727 | 2.63% | 27q | HELD |
| MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV | $5.3M | 138,375 | 4.79% | 3q | +5.4%+$274.1K |
| OPPENHEIMER & CO INC | $5.3M | 137,055 | 0.06% | 25q | -2.2%-$118.9K |
| Guild Investment Management, Inc. | $4.9M | 127,390 | 3.36% | 12q | +3.6%+$172.1K |
| COMMONWEALTH EQUITY SERVICES, LLC | $4.8M | 125,616 | 0.01% | 22q | -6.6%-$345.2K |
| Faithward Advisors, LLC | $4.8M | 124,231 | 0.59% | new | NEW |
| SHEETS SMITH WEALTH MANAGEMENT | $4.3M | 112,189 | 0.43% | 9q | +43.5%+$1.3M |
| Gladstone Institutional Advisory LLC | $4.3M | 111,860 | 0.14% | 8q | +2.4%+$102.9K |
| Plan Group Financial, LLC | $4.1M | 105,275 | 0.84% | 6q | -5.0%-$212.2K |
| Atria Investments, Inc | $3.7M | 96,581 | 0.04% | 5q | +13.3%+$437.1K |
| Simplicity Wealth,LLC | $3.7M | 95,925 | 0.12% | 4q | HELD |
| Bucket List Wealth Management, LLC | $3.6M | 94,341 | 1.79% | 3q | +9.2%+$308.2K |
| Stratos Wealth Partners, LTD. | $3.6M | 93,992 | 0.04% | 31q | -1.2%-$42.4K |
| Ferguson Shapiro LLC | $3.0M | 78,831 | 0.89% | new | NEW |
| Rockefeller Capital Management L.P. | $3.0M | 77,559 | 0.00% | 10q | -18.0%-$659.2K |
| STIFEL FINANCIAL CORP | $2.9M | 75,584 | 0.00% | 26q | +44.5%+$898.2K |
| Meixler Investment Management, Ltd. | $2.8M | 73,739 | 1.57% | 6q | +1.8%+$51.6K |
| Equitable Holdings, Inc. | $2.8M | 72,914 | 0.02% | 6q | -26.6%-$1.0M |
| Accurate Wealth Management, LLC | $2.7M | 69,356 | 0.26% | 6q | +19.7%+$451.0K |
| Ascent Advisors, LLC | $2.7M | 70,352 | 3.15% | new | NEW |
| RDA Financial Network | $2.6M | 68,375 | 0.58% | 9q | +7.8%+$190.2K |
| Banco BTG Pactual S.A. | $2.5M | 65,795 | 0.21% | 2q | +136.7%+$1.5M |
| UMB Bank, n.a. | $2.5M | 64,539 | 0.03% | 19q | HELD |
| EP Wealth Advisors, LLC | $2.5M | 63,584 | 0.01% | 11q | HELD |
| Creative Planning | $2.4M | 63,347 | 0.00% | 21q | HELD |
| Golden State Wealth Management, LLC | $2.4M | 62,354 | 0.22% | 14q | +20.2%+$404.8K |
| Procyon Advisors, LLC | $2.3M | 59,742 | 0.10% | 5q | HELD |
| LYELL WEALTH MANAGEMENT, LP | $2.3M | 59,265 | 0.14% | 21q | -28.8%-$925.4K |
| Summit Financial, LLC | $2.2M | 57,135 | 0.02% | 4q | -17.7%-$473.7K |
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | $2.2M | 51,476 | 0.15% | 21q | +181.5%+$1.4M |
| Foundations Investment Advisors, LLC | $2.2M | 55,916 | 0.02% | 9q | +13.2%+$251.7K |
| Terra Nova Asset Management LLC | $2.1M | 55,695 | 1.32% | 17q | HELD |
| MORGAN STANLEY | $2.1M | 54,928 | 0.00% | 18q | +6.8%+$135.3K |
| Main Street Financial Solutions, LLC | $2.1M | 53,894 | 0.13% | 5q | +2.7%+$54.5K |
| Tower Wealth Partners, Inc. | $2.0M | 52,903 | 1.01% | 23q | +9.0%+$168.1K |
| FIRST TRUST ADVISORS LP | $2.0M | 52,667 | 0.00% | 2q | HELD |
| Sigma Planning Corp | $2.0M | 51,764 | 0.05% | 24q | -10.5%-$233.2K |
| MAI Capital Management | $2.0M | 50,795 | 0.01% | 7q | +1179.5%+$1.8M |
| MPWM ADVISORY SOLUTIONS, LLC | $1.9M | 50,206 | 0.89% | 4q | +76.4%+$839.3K |
| Valmark Advisers, Inc. | $1.9M | 49,821 | 0.02% | 7q | -5.1%-$102.3K |
| Castleview Partners, LLC | $1.9M | 49,205 | 0.83% | 19q | +25.1%+$381.5K |
| MATAURO, LLC | $1.9M | 48,199 | 0.25% | 2q | +333.2%+$1.4M |
| Keating Financial Advisory Services, Inc. | $1.8M | 47,816 | 0.24% | 3q | +34.0%+$468.5K |
| Waterloo Capital, L.P. | $1.8M | 46,695 | 0.10% | 2q | +60.4%+$678.3K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | $1.8M | 45,459 | 0.00% | 8q | -31.5%-$808.0K |
| Blue Line Capital, LLC / IL | $1.7M | 45,106 | 1.45% | 2q | +4.1%+$69.2K |
| Brookstone Capital Management | $1.7M | 44,713 | 0.02% | 2q | -58.1%-$2.4M |
| SPROTT INC. | $1.7M | 43,973 | 0.05% | 13q | -1.4%-$23.5K |
| Continuum Advisory, LLC | $1.7M | 43,369 | 0.14% | 6q | +57.7%+$612.3K |
| Arax Advisory Partners | $1.7M | 43,262 | 0.01% | 5q | +38.8%+$466.9K |
| HBW ADVISORY SERVICES LLC | $1.7M | 43,120 | 0.15% | 7q | +4.0%+$64.6K |
| HB Wealth Management, LLC | $1.6M | 42,332 | 0.01% | 6q | HELD |
| Washington Trust Advisors, Inc. | $1.6M | 41,093 | 0.12% | 4q | HELD |
| Global Assets Advisory, LLC | $1.5M | 39,018 | 0.33% | new | NEW |
| Clear Harbor Asset Management, LLC | $1.5M | 38,730 | 0.09% | 25q | +12.2%+$162.1K |
| JPMORGAN CHASE & CO | $1.4M | 37,124 | 0.00% | 7q | -5.3%-$79.7K |
| Peck Wealth Management, LLC | $1.4M | 37,050 | 1.20% | 4q | -0.5%-$7.7K |
| Sloy Dahl & Holst, LLC | $1.4M | 37,000 | 0.18% | 13q | HELD |
| OneDigital Investment Advisors LLC | $1.4M | 36,563 | 0.01% | 9q | -3.3%-$48.4K |
| Mayflower Financial Advisors, LLC | $1.4M | 35,845 | 0.12% | 16q | -7.4%-$111.1K |
Showing the largest 100 of 270 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 263 | $1.3B | 33,977,119 | 19 | 93 | 69 | 0.1% |
| Q1 2026 | 279 | $1.2B | 27,710,788 | 55 | 91 | 63 | 0.1% |
| Q4 2025 | 246 | $1.1B | 25,183,185 | 35 | 67 | 70 | 0.2% |
| Q3 2025 | 217 | $959.3M | 25,791,829 | 34 | 81 | 37 | 0.1% |
| Q2 2025 | 195 | $771.9M | 24,119,694 | 29 | 65 | 48 | 0.3% |
| Q1 2025 | 177 | $679.1M | 22,529,618 | 39 | 49 | 30 | 0.3% |
| Q4 2024 | 155 | $540.1M | 21,316,104 | 17 | 49 | 27 | 0.1% |
| Q3 2024 | 140 | $477.5M | 18,740,939 | 17 | 48 | 33 | 0.3% |
| Q2 2024 | 126 | $411.3M | 18,283,382 | 25 | 35 | 29 | 0.1% |
| Q1 2024 | 112 | $354.2M | 16,280,606 | 15 | 33 | 20 | 0.3% |
| Q4 2023 | 117 | $316.8M | 15,840,548 | 10 | 20 | 33 | 0.3% |
| Q3 2023 | 111 | $291.6M | 16,216,856 | 10 | 36 | 23 | 0.2% |
| Q2 2023 | 113 | $291.0M | 15,631,379 | 16 | 30 | 27 | 0.1% |
| Q1 2023 | 106 | $268.1M | 14,097,394 | 13 | 29 | 17 | 0.3% |
| Q4 2022 | 95 | $231.1M | 13,008,494 | 13 | 20 | 27 | 0.4% |
| Q3 2022 | 110 | $378.2M | 23,435,050 | 7 | 25 | 37 | 0.0% |
| Q2 2022 | 110 | $406.1M | 23,165,424 | 13 | 31 | 24 | 0.0% |
| Q1 2022 | 110 | $439.2M | 22,797,129 | 19 | 35 | 22 | 0.2% |
| Q4 2021 | 98 | $366.9M | 20,533,276 | 12 | 28 | 20 | 0.0% |
| Q3 2021 | 93 | $252.4M | 14,769,433 | 12 | 34 | 19 | 0.0% |
| Q2 2021 | 91 | $125.8M | 7,281,876 | 16 | 25 | 25 | 0.2% |
| Q1 2021 | 89 | $121.8M | 7,325,570 | 15 | 27 | 22 | 0.0% |
| Q4 2020 | 86 | $114.6M | 6,193,635 | 13 | 27 | 17 | 0.0% |
| Q3 2020 | 77 | $98.4M | 5,342,786 | 26 | 23 | 8 | 0.0% |
| Q2 2020 | 56 | $55.8M | 3,211,640 | 20 | 12 | 6 | 0.0% |
| Q1 2020 | 40 | $33.9M | 2,235,810 | 8 | 11 | 8 | 0.0% |
| Q4 2019 | 39 | $26.4M | 1,767,158 | 7 | 1 | 11 | 0.0% |
| Q3 2019 | 35 | $18.6M | 1,284,600 | 7 | 6 | 8 | 0.0% |
| Q2 2019 | 33 | $20.9M | 1,477,464 | 5 | 8 | 7 | 1.8% |
| Q1 2019 | 34 | $23.1M | 1,813,373 | 5 | 8 | 8 | 0.0% |
| Q4 2018 | 34 | $20.7M | 1,648,310 | 3 | 0 | 1 | 0.0% |