VanEck Merk Gold ETF (OUNZ) — Institutional Holders, Q2 2026 (page 3)
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 201 to 270. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
OUNZ 13F holders ranked 201–270 of 270
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 201 | Advyzon Investment Management#201 · 7,506 sh | 7,506 | $289.7K | 0.02% | +40.1% |
| 202 | CWA Asset Management Group#202 · 7,478 sh | 7,478 | $288.6K | — | 0.0% |
| 203 | M Wealth Management#203 · 7,373 sh | 7,373 | $284.5K | — | 0.0% |
| 204 | Morling Financial Advisors#204 · 7,050 sh | 7,050 | $272.1K | 0.08% | New |
| 205 | Shelter Rock Management#205 · 7,016 sh | 7,016 | $270.7K | — | +28.6% |
| 206 | REGIONS FINANCIAL#206 · 7,000 sh | 7,000 | $270.1K | <0.01% | New |
| 207 | BARTLETT & WEALTH MANAGEMENT#207 · 7,000 sh | 7,000 | $270.1K | <0.01% | 0.0% |
| 208 | LaSalle St. Investment Advisors#208 · 6,977 sh | 6,977 | $269.2K | 0.03% | +20.8% |
| 209 | Main Street Group, LTD#209 · 6,759 sh | 6,759 | $260.8K | 0.06% | -4.1% |
| 210 | Gateway Wealth Partners#210 · 6,731 sh | 6,731 | $259.8K | 0.02% | -47.7% |
| 211 | FIDUCIARY FINANCIAL GROUP#211 · 6,700 sh | 6,700 | $258.6K | — | +31.4% |
| 212 | MERCER GLOBAL ADVISORS#212 · 6,580 sh | 6,580 | $253.9K | <0.01% | +27.9% |
| 213 | Private Advisor Group#213 · 6,421 sh | 6,421 | $247.8K | <0.01% | +8.0% |
| 214 | Lake Hills Wealth Management#214 · 6,329 sh | 6,329 | $244.2K | — | New |
| 215 | Geneos Wealth Management#215 · 6,221 sh | 6,221 | $240.1K | <0.01% | 0.0% |
| 216 | L & S Advisors#216 · 6,085 sh | 6,085 | $234.8K | 0.02% | 0.0% |
| 217 | RS CRUM#217 · 5,860 sh | 5,860 | $226.1K | — | 0.0% |
| 218 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT#218 · 5,853 sh | 5,853 | $225.9K | <0.01% | +261.3% |
| 219 | Diversified Enterprises#219 · 5,597 sh | 5,597 | $216.0K | — | 0.0% |
| 220 | PARSONS CAPITAL MANAGEMENT#220 · 5,500 sh | 5,500 | $212.2K | <0.01% | 0.0% |
| 221 | Sovran Advisors#221 · 5,247 sh | 5,247 | $203.0K | 0.02% | -65.5% |
| 222 | GROUP ONE TRADING, L.P.#222 · 4,588 sh | 4,588 | $177.1K | <0.01% | -31.4% |
| 223 | Integrated Wealth Concepts#223 · 0 sh | 0 | $176.0K | <0.01% | New |
| 224 | HM PAYSON#224 · 4,550 sh | 4,550 | $175.6K | <0.01% | 0.0% |
| 225 | HARBOUR INVESTMENTS#225 · 3,718 sh | 3,718 | $143.5K | <0.01% | 0.0% |
| 226 | WHITTIER OF NEVADA#226 · 3,575 sh | 3,575 | $141.4K | <0.01% | 0.0% |
| 227 | Owl Creek Wealth Partners#227 · 3,226 sh | 3,226 | $124.5K | — | +61.2% |
| 228 | ASSETMARK#228 · 3,070 sh | 3,070 | $118.5K | — | +12.8% |
| 229 | Regatta Research & Money Management#229 · 2,757 sh | 2,757 | $106.4K | 0.10% | — |
| 230 | Ares Financial Consulting#230 · 2,701 sh | 2,701 | $104.2K | — | +3.6% |
| 231 | BESSEMER GROUP#231 · 2,298 sh | 2,298 | $89.0K | <0.01% | +114.8% |
| 232 | PRIVATE NA#232 · 2,260 sh | 2,260 | $87.2K | — | -4.0% |
| 233 | North Star Investment Management#233 · 2,000 sh | 2,000 | $77.2K | <0.01% | 0.0% |
| 234 | CoreCap Advisors#234 · 1,873 sh | 1,873 | $72.3K | — | 0.0% |
| 235 | Glassman Wealth Services#235 · 1,800 sh | 1,800 | $69.5K | <0.01% | New |
| 236 | Cape Investment Advisory#236 · 1,749 sh | 1,749 | $67.5K | — | New |
| 237 | Financial Network Wealth Advisors#237 · 1,702 sh | 1,702 | $65.7K | 0.07% | 0.0% |
| 238 | Salomon & Ludwin#238 · 1,489 sh | 1,489 | $57.8K | <0.01% | 0.0% |
| 239 | Wealth Enhancement Services#239 · 1,116 sh | 1,116 | $43.1K | — | -1.6% |
| 240 | JONES FINANCIAL COMPANIES LLLP#240 · 997 sh | 997 | $39.1K | 0.00% | -53.9% |
| 241 | Archer Investment#241 · 931 sh | 931 | $35.9K | <0.01% | 0.0% |
| 242 | FMR#242 · 914 sh | 914 | $35.3K | 0.00% | -11.2% |
| 243 | Plante Moran Financial Advisors#243 · 911 sh | 911 | $35.2K | <0.01% | 0.0% |
| 244 | MCGUIRE CAPITAL ADVISORS#244 · 900 sh | 900 | $34.7K | 0.02% | 0.0% |
| 245 | Atomic Invest#245 · 870 sh | 870 | $33.6K | <0.01% | -2.4% |
| 246 | LFA - Lugano Financial Advisors SA#246 · 857 sh | 857 | $33.1K | 0.02% | New |
| 247 | JFS WEALTH ADVISORS#247 · 816 sh | 816 | $31.5K | <0.01% | New |
| 248 | WELLS FARGO & COMPANY#248 · 784 sh | 784 | $30.3K | 0.00% | -54.4% |
| 249 | IFP Advisors#249 · 752 sh | 752 | $29.0K | — | +4.2% |
| 250 | ATWOOD & PALMER#250 · 749 sh | 749 | $28.9K | — | 0.0% |
| 251 | Parkside Financial Bank#251 · 700 sh | 700 | $27.0K | <0.01% | New |
| 252 | PNC FINANCIAL SERVICES GROUP#252 · 678 sh | 678 | $26.2K | 0.00% | 0.0% |
| 253 | Holos Integrated Wealth#253 · 500 sh | 500 | $19.8K | — | 0.0% |
| 254 | SJS Investment Consulting#254 · 500 sh | 500 | $19.3K | — | 0.0% |
| 255 | Strategic Investment Solutions#255 · 500 sh | 500 | $19.3K | <0.01% | New |
| 256 | US BANCORP \DE\#256 · 468 sh | 468 | $18.1K | 0.00% | 0.0% |
| 257 | Bravera Wealth#257 · 429 sh | 429 | $16.6K | <0.01% | 0.0% |
| 258 | Parallel Advisors#258 · 428 sh | 428 | $16.6K | <0.01% | -63.6% |
| 259 | Richardson Capital Management#259 · 421 sh | 421 | $16.2K | — | 0.0% |
| 260 | Ankerstar Wealth#260 · 400 sh | 400 | $15.4K | 0.01% | 0.0% |
| 261 | Noble Wealth Management PBC#261 · 226 sh | 226 | $8.7K | — | 0.0% |
| 262 | SIMPLEX TRADING#262 · 174 sh | 174 | $6.7K | 0.00% | -84.7% |
| 263 | BARD ASSOCIATES#263 · 100 sh | 100 | $3.9K | <0.01% | 0.0% |
| 264 | AMERIFLEX GROUP#264 · 100 sh | 100 | $3.9K | <0.01% | 0.0% |
| 265 | Westend Capital Management#265 · 40 sh | 40 | $1.5K | <0.01% | +33.3% |
| 266 | HARBOR INVESTMENT ADVISORY#266 · 40 sh | 40 | $1.5K | — | 0.0% |
| 267 | American Capital Advisory#267 · 29 sh | 29 | $1.1K | <0.01% | 0.0% |
| 268 | Hickory Point Bank#268 · 29 sh | 29 | $1.1K | — | 0.0% |
| 269 | Abound Wealth Management#269 · 1 sh | 1 | $39.00 | — | 0.0% |
| 270 | Euro Pacific Asset Management#270 · 376,497 sh | 376,497 | — | — | -2.6% |
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.