VanEck Merk Gold ETF (OUNZ) — Institutional Holders, Q2 2026
270 institutional investment managers reported a OUNZ position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $1.3B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1 to 100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
OUNZ in Q2 2026: what funds did
Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.
Biggest buyers
- VAN ECK ASSOCIATESAdded · +1,652,265 sh+$63.8M
- Modern Wealth ManagementAdded · +493,705 sh+$19.1M
- SHUFRO ROSEAdded · +266,686 sh+$10.3M
- Ameritas Advisory ServicesAdded · +235,673 sh+$9.1M
- OSAICAdded · +200,031 sh+$7.7M
Biggest sellers
- Virtu FinancialSold out · -259,375 sh-$10.0M
- Quadrature Capital LtdSold out · -99,805 sh-$3.9M
- SFG Wealth ManagementTrimmed · -96,794 sh-$3.7M
- Independent Advisor AllianceSold out · -89,476 sh-$3.5M
- LPL FinancialTrimmed · -71,355 sh-$2.8M
OUNZ 13F holders ranked 1–100 of 270
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1 | VAN ECK ASSOCIATES#1 · 5,469,804 sh | 5,469,804 | $211.1M | 0.13% | +43.3% |
| 2 | Morton Capital Management#2 · 3,519,350 sh | 3,519,350 | $135.8M | — | +2.5% |
| 3 | LPL Financial#3 · 3,170,456 sh | 3,170,456 | $122.3M | 0.03% | -2.2% |
| 4 | Pitcairn Wealth Advisors#4 · 1,319,924 sh | 1,319,924 | $50.9M | 5.58% | -1.3% |
| 5 | RAYMOND JAMES FINANCIAL#5 · 1,313,044 sh | 1,313,044 | $50.7M | 0.01% | +1.1% |
| 6 | ENVESTNET ASSET MANAGEMENT#6 · 1,053,271 sh | 1,053,271 | $40.6M | <0.01% | +1.3% |
| 7 | Modern Wealth Management#7 · 1,037,290 sh | 1,037,290 | $40.0M | 0.48% | +90.8% |
| 8 | Cetera Investment Advisers#8 · 1,007,535 sh | 1,007,535 | $38.9M | 0.04% | +3.1% |
| 9 | AMERIPRISE FINANCIAL#9 · 814,220 sh | 814,220 | $31.4M | <0.01% | +1.5% |
| 10 | Asset One Wealth Management#10 · 785,998 sh | 785,998 | $30.7M | 3.23% | +3.0% |
| 11 | Cambridge Investment Research Advisors#11 · 644,054 sh | 644,054 | $24.9M | 0.06% | -8.9% |
| 12 | SHUFRO ROSE#12 · 619,787 sh | 619,787 | $23.9M | 1.37% | +75.5% |
| 13 | Drake & Associates#13 · 552,917 sh | 552,917 | $21.3M | 3.59% | +8.4% |
| 14 | Ameritas Advisory Services#14 · 486,660 sh | 486,660 | $18.8M | 0.38% | +93.9% |
| 15 | MML INVESTORS SERVICES#15 · 468,651 sh | 468,651 | $18.1M | 0.04% | +31.7% |
| 16 | OSAIC#16 · 446,232 sh | 446,232 | $17.2M | 0.02% | +81.2% |
| 17 | Kiker Wealth Management#17 · 422,678 sh | 422,678 | $16.3M | 6.36% | -3.4% |
| 18 | WEALTH ENHANCEMENT ADVISORY SERVICES#18 · 380,529 sh | 380,529 | $15.0M | — | +10.0% |
| 19 | AE Wealth Management#19 · 381,430 sh | 381,430 | $14.7M | 0.07% | -14.5% |
| 20 | HighTower Advisors#20 · 364,791 sh | 364,791 | $14.1M | 0.01% | -2.6% |
| 21 | SILVER OAK SECURITIES#21 · 334,653 sh | 334,653 | $12.9M | 0.78% | +3.6% |
| 22 | Security National Bank#22 · 321,957 sh | 321,957 | $12.4M | — | +13.8% |
| 23 | Solstein Capital#23 · 280,248 sh | 280,248 | $10.8M | 3.70% | +7.8% |
| 24 | Accordant Advisory Group#24 · 272,802 sh | 272,802 | $10.5M | 7.10% | -0.2% |
| 25 | Pekin Hardy Strauss#25 · 267,079 sh | 267,079 | $10.3M | 0.91% | -0.2% |
| 26 | Dogwood Wealth Management#26 · 259,990 sh | 259,990 | $10.0M | 3.96% | +13.0% |
| 27 | Advisory Services Network#27 · 247,389 sh | 247,389 | $9.5M | 0.11% | +20.3% |
| 28 | Smart Money Group#28 · 245,920 sh | 245,920 | $9.5M | 2.44% | +2.9% |
| 29 | Sanctuary Advisors#29 · 245,499 sh | 245,499 | $9.5M | 0.04% | -2.7% |
| 30 | MONEY CONCEPTS CAPITAL#30 · 234,984 sh | 234,984 | $9.1M | 0.42% | +1.4% |
| 31 | FAS Wealth Partners#31 · 210,148 sh | 210,148 | $8.1M | 0.42% | +3.8% |
| 32 | Perennial Investment Advisors#32 · 188,390 sh | 188,390 | $7.3M | 0.48% | +3.2% |
| 33 | Samalin Investment Counsel#33 · 176,333 sh | 176,333 | $6.8M | — | -0.3% |
| 34 | Three Cord True Wealth Management#34 · 174,355 sh | 174,355 | $6.7M | 3.20% | +6.8% |
| 35 | PDS Planning#35 · 167,778 sh | 167,778 | $6.5M | 0.37% | 0.0% |
| 36 | Lifeworks Advisors#36 · 165,095 sh | 165,095 | $6.4M | 0.67% | -0.6% |
| 37 | Forum Financial Management#37 · 160,123 sh | 160,123 | $6.2M | — | 0.0% |
| 38 | Farther Finance Advisors#38 · 159,261 sh | 159,261 | $6.1M | — | 0.0% |
| 39 | SFG Wealth Management#39 · 155,892 sh | 155,892 | $6.0M | — | -38.3% |
| 40 | SUSQUEHANNA INTERNATIONAL GROUP, LLP#40 · 150,889 sh | 150,889 | $5.8M | <0.01% | +51.3% |
| 41 | PETRA FINANCIAL ADVISORS#41 · 148,514 sh | 148,514 | $5.7M | 2.66% | +7.3% |
| 42 | Capital Wealth Alliance#42 · 146,727 sh | 146,727 | $5.7M | — | 0.0% |
| 43 | MH & ASSOCIATES SECURITIES MANAGEMENT#43 · 138,375 sh | 138,375 | $5.3M | 4.79% | +5.4% |
| 44 | OPPENHEIMER#44 · 137,055 sh | 137,055 | $5.3M | — | -2.2% |
| 45 | Guild Investment Management#45 · 127,390 sh | 127,390 | $4.9M | 3.36% | +3.6% |
| 46 | COMMONWEALTH EQUITY SERVICES#46 · 125,616 sh | 125,616 | $4.8M | <0.01% | -6.6% |
| 47 | Faithward Advisors#47 · 124,231 sh | 124,231 | $4.8M | 0.59% | New |
| 48 | CENTAURUS FINANCIAL#48 · 115,426 sh | 115,426 | $4.5M | 0.19% | +0.3% |
| 49 | SHEETS SMITH WEALTH MANAGEMENT#49 · 112,189 sh | 112,189 | $4.3M | — | +43.5% |
| 50 | Gladstone Institutional Advisory#50 · 111,860 sh | 111,860 | $4.3M | 0.14% | +2.4% |
| 51 | Plan Group Financial#51 · 105,275 sh | 105,275 | $4.1M | — | -5.0% |
| 52 | Atria Investments#52 · 96,581 sh | 96,581 | $3.7M | — | +13.3% |
| 53 | Simplicity Wealth#53 · 95,925 sh | 95,925 | $3.7M | — | -0.3% |
| 54 | Bucket List Wealth Management#54 · 94,341 sh | 94,341 | $3.6M | — | +9.2% |
| 55 | Stratos Wealth Partners, LTD.#55 · 93,992 sh | 93,992 | $3.6M | 0.04% | -1.2% |
| 56 | Ferguson Shapiro#56 · 78,831 sh | 78,831 | $3.0M | — | New |
| 57 | Rockefeller Capital Management L.P.#57 · 77,559 sh | 77,559 | $3.0M | <0.01% | -18.0% |
| 58 | STIFEL FINANCIAL#58 · 75,584 sh | 75,584 | $2.9M | <0.01% | +44.5% |
| 59 | Meixler Investment Management, Ltd.#59 · 73,739 sh | 73,739 | $2.8M | 1.57% | +1.8% |
| 60 | Equitable#60 · 72,914 sh | 72,914 | $2.8M | 0.01% | -26.6% |
| 61 | Accurate Wealth Management#61 · 69,356 sh | 69,356 | $2.7M | — | +19.7% |
| 62 | Ascent Advisors#62 · 70,352 sh | 70,352 | $2.7M | 3.15% | New |
| 63 | RDA Financial Network#63 · 68,375 sh | 68,375 | $2.6M | — | +7.8% |
| 64 | Banco BTG Pactual S.A.#64 · 65,795 sh | 65,795 | $2.5M | 0.21% | +136.7% |
| 65 | UMB Bank, n.a.#65 · 64,539 sh | 64,539 | $2.5M | 0.03% | 0.0% |
| 66 | EP Wealth Advisors#66 · 63,584 sh | 63,584 | $2.5M | <0.01% | 0.0% |
| 67 | Creative Planning#67 · 63,347 sh | 63,347 | $2.4M | <0.01% | -0.4% |
| 68 | USAdvisors Wealth Management#68 · 62,842 sh | 62,842 | $2.4M | — | -4.6% |
| 69 | Golden State Wealth Management#69 · 62,354 sh | 62,354 | $2.4M | 0.22% | +20.2% |
| 70 | Procyon Advisors#70 · 59,742 sh | 59,742 | $2.3M | — | 0.0% |
| 71 | LYELL WEALTH MANAGEMENT#71 · 59,265 sh | 59,265 | $2.3M | 0.14% | -28.8% |
| 72 | Summit Financial#72 · 57,135 sh | 57,135 | $2.2M | 0.02% | -17.7% |
| 73 | Foundations Investment Advisors#73 · 55,916 sh | 55,916 | $2.2M | 0.02% | +13.2% |
| 74 | Terra Nova Asset Management#74 · 55,695 sh | 55,695 | $2.1M | — | 0.0% |
| 75 | MORGAN STANLEY#75 · 54,928 sh | 54,928 | $2.1M | <0.01% | +6.8% |
| 76 | Main Street Financial Solutions#76 · 53,894 sh | 53,894 | $2.1M | 0.13% | +2.7% |
| 77 | Tower Wealth Partners#77 · 52,903 sh | 52,903 | $2.0M | 1.01% | +9.0% |
| 78 | FIRST ADVISORS#78 · 52,667 sh | 52,667 | $2.0M | <0.01% | 0.0% |
| 79 | Sigma Planning#79 · 51,764 sh | 51,764 | $2.0M | — | -10.5% |
| 80 | MAI Capital Management#80 · 50,795 sh | 50,795 | $2.0M | <0.01% | +1179.5% |
| 81 | MPWM ADVISORY SOLUTIONS#81 · 50,206 sh | 50,206 | $1.9M | 0.89% | +76.4% |
| 82 | Valmark Advisers#82 · 49,821 sh | 49,821 | $1.9M | 0.02% | -5.1% |
| 83 | Castleview Partners#83 · 49,205 sh | 49,205 | $1.9M | — | +25.1% |
| 84 | MATAURO#84 · 48,199 sh | 48,199 | $1.9M | 0.25% | +333.2% |
| 85 | Keating Financial Advisory Services#85 · 47,816 sh | 47,816 | $1.8M | 0.24% | +34.0% |
| 86 | Waterloo Capital, L.P.#86 · 46,695 sh | 46,695 | $1.8M | 0.10% | +60.4% |
| 87 | DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt#87 · 45,459 sh | 45,459 | $1.8M | <0.01% | -31.5% |
| 88 | Blue Line Capital, / IL#88 · 45,106 sh | 45,106 | $1.7M | 1.45% | +4.1% |
| 89 | Brookstone Capital Management#89 · 44,713 sh | 44,713 | $1.7M | — | -58.1% |
| 90 | SPROTT#90 · 43,973 sh | 43,973 | $1.7M | 0.05% | -1.4% |
| 91 | Continuum Advisory#91 · 43,369 sh | 43,369 | $1.7M | 0.14% | +57.7% |
| 92 | SRS Capital Advisors#92 · 43,262 sh | 43,262 | $1.7M | 0.01% | +38.8% |
| 93 | HBW Advisory Services#93 · 43,120 sh | 43,120 | $1.7M | — | +4.0% |
| 94 | HB Wealth Management#94 · 42,332 sh | 42,332 | $1.6M | — | 0.0% |
| 95 | KNIGHTSBRIDGE ASSET MANAGEMENT#95 · 36,931 sh | 36,931 | $1.6M | 0.22% | +102.0% |
| 96 | Washington Advisors#96 · 41,093 sh | 41,093 | $1.6M | — | 0.0% |
| 97 | Global Assets Advisory#97 · 39,018 sh | 39,018 | $1.5M | 0.33% | New |
| 98 | Clear Harbor Asset Management#98 · 38,730 sh | 38,730 | $1.5M | 0.09% | +12.2% |
| 99 | JPMORGAN CHASE#99 · 37,124 sh | 37,124 | $1.4M | <0.01% | -5.3% |
| 100 | Peck Wealth Management#100 · 37,050 sh | 37,050 | $1.4M | 1.20% | -0.5% |
Funds that sold out of OUNZ in Q2 2026 (40)
Held OUNZ at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.