VanEck Merk Gold ETF hedge fund holdings
OUNZNYSE$39.85-0.26 (-0.65%)as of Oct 2, 2026
Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.
Price vs funds buying and selling
OUNZ · close · 13FReported Aug 14, 2026Price vs funds buying and selling data
Showing the 1Y range: Oct 2, 2025 to Oct 2, 2026. Price (+7.4%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.
| Date | Category | Person | Role | Action | Amount | Change in holding |
|---|
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.Price and fund activity data
| Quarter | Funds buying | Funds selling | Bought | Sold | Filers | Reported |
|---|---|---|---|---|---|---|
| Q2 2025 | 75 | 41 | $159M | $67.6M | 199 | Aug 14, 2025 |
| Q3 2025 | 86 | 32 | $100M | $59.4M | 215 | Nov 14, 2025 |
| Q4 2025 | 78 | 62 | $63.3M | $175M | 245 | Feb 14, 2026 |
| Q1 2026 | 123 | 57 | $263M | $85.7M | 282 | May 15, 2026 |
| Q2 2026 | 82 | 73 | $187M | $58.2M | 253 | Aug 14, 2026 |
Quarterly action breakdown
Q2 2026
253 filersNew position
15$16.1M+418K sh
Increased
67$171M+4.43M sh
Reduced
37-$28.5M-738K sh
Out / sold
36-$29.8M-771K sh
Last 4 quarters · free
Reported Aug 14, 2026
| Fund | Action | Change in dollar | Value | % of portfolio | Reported |
|---|---|---|---|---|---|
| Van Eck Associates Corp | Added 43.28% | +$63.8M | $211M | 0.13% | Aug 14, 2026 |
| Modern Wealth Management, LLC | Added 90.82% | +$19.1M | $40M | 0.48% | Aug 14, 2026 |
| Shufro Rose & Co LLC | Added 75.53% | +$10.3M | $23.9M | 1.37% | Aug 12, 2026 |
| Faithward Advisors, LLC | New Buy | +$4.79M | $4.79M | 0.59% | Aug 12, 2026 |
| MML Investors Services, LLC | Added 31.74% | +$4.36M | $18.1M | 0.04% | Aug 7, 2026 |
| Independent Advisor Alliance | Sell 100% | -$4.03M | $0 | 0.00% | Aug 12, 2026 |
| SFG Wealth Management, LLC. | Reduce 38.31% | -$3.74M | $6.02M | 2.16% | Jul 22, 2026 |
| Morton Capital Management LLC | Added 2.51% | +$3.32M | $136M | 18.57% | Jul 23, 2026 |
| Evoke Wealth, LLC | Sell 100% | -$3.11M | $0 | 0.00% | Aug 10, 2026 |
| Ferguson Shapiro LLC | New Buy | +$3.04M | $3.04M | 0.89% | Jul 9, 2026 |
| Ascent Advisors, LLC | New Buy | +$2.73M | $2.73M | 3.15% | Aug 14, 2026 |
| Thrivent Financial for Lutherans | Sell 100% | -$2.54M | $0 | 0.00% | Aug 14, 2026 |
| Sbe LLC Dba Cedar Cove Wealth Partners | Reduce 86.41% | -$2.54M | $400K | 0.19% | Jul 21, 2026 |
| Brookstone Capital Management | Reduce 58.06% | -$2.39M | $1.73M | 0.02% | Jul 15, 2026 |
| Camarda Financial Advisors, LLC | Reduce 62.99% | -$1.96M | $1.15M | 0.35% | Aug 17, 2026 |
| Crescent Grove Advisors, LLC | Sell 100% | -$1.61M | $0 | 0.00% | Aug 10, 2026 |
| Global Assets Advisory, LLC | New Buy | +$1.53M | $1.53M | 0.33% | Jul 27, 2026 |
| Security National Bank | Added 13.76% | +$1.5M | $12.4M | 1.48% | Jul 15, 2026 |
| Banco BTG Pactual S.A. | Added 136.71% | +$1.47M | $2.54M | 0.21% | Aug 7, 2026 |
| Matauro, LLC | Added 333.25% | +$1.43M | $1.86M | 0.25% | Jul 21, 2026 |
| Knightsbridge Asset Management, LLC | Added 181.49% | +$1.39M | $2.16M | 0.15% | Aug 13, 2026 |
| Sheets Smith Wealth Management | Added 43.52% | +$1.31M | $4.33M | 0.43% | Jul 13, 2026 |
| Savvy Advisors, Inc. | New Buy | +$1.18M | $1.18M | 0.03% | Aug 3, 2026 |
| Bluespring Wealth Management, LLC | New Buy | +$1.06M | $1.06M | 0.02% | Aug 11, 2026 |
| Lyell Wealth Management, LP | Reduce 28.81% | -$925K | $2.29M | 0.14% | Aug 5, 2026 |
| Asset One Wealth Management LLC | Added 3.00% | +$894K | $30.7M | 3.23% | Aug 13, 2026 |
| MPWM Advisory Solutions, LLC | Added 76.43% | +$839K | $1.94M | 0.89% | Aug 13, 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | Reduce 31.53% | -$808K | $1.75M | 0.00% | Aug 14, 2026 |
| Solstein Capital, LLC | Added 7.81% | +$783K | $10.8M | 3.70% | Aug 13, 2026 |
| Warwick Investment Management, Inc. | Reduce 67.10% | -$751K | $368K | 0.04% | Jul 31, 2026 |
| White Pine Capital LLC | Reduce 41.93% | -$692K | $958K | 0.23% | Aug 5, 2026 |
| Waterloo Capital, L.P. | Added 60.36% | +$678K | $1.8M | 0.10% | Jul 29, 2026 |
| Pitcairn Wealth Advisors LLC | Reduce 1.27% | -$657K | $50.9M | 5.58% | Aug 10, 2026 |
| Continuum Advisory, LLC | Added 57.69% | +$612K | $1.67M | 0.14% | Aug 6, 2026 |
| Kiker Wealth Management, LLC | Reduce 3.39% | -$573K | $16.3M | 6.36% | Jul 30, 2026 |
| Tucker Asset Management LLC | Added 106.28% | +$533K | $1.03M | 0.26% | Aug 27, 2026 |
| Vise Technologies, Inc. | Added 191.03% | +$509K | $776K | 0.01% | Aug 11, 2026 |
| Summit Financial, LLC | Reduce 17.68% | -$474K | $2.2M | 0.02% | Aug 12, 2026 |
| Keating Financial Advisory Services, Inc. | Added 34.03% | +$469K | $1.85M | 0.24% | Aug 11, 2026 |
| Accurate Wealth Management, LLC | Added 19.71% | +$451K | $2.74M | 0.26% | Jul 15, 2026 |
| Silver Oak Securities, Incorporated | Added 3.61% | +$450K | $12.9M | 0.78% | Aug 7, 2026 |
| Atria Investments, Inc | Added 13.28% | +$437K | $3.73M | 0.04% | Jul 28, 2026 |
| Three Cord True Wealth Management, LLC | Added 6.84% | +$431K | $6.73M | 3.20% | Jul 23, 2026 |
| Baker Ellis Asset Management LLC | Reduce 33.33% | -$424K | $849K | 0.09% | Jul 23, 2026 |
| Laidlaw Wealth Management LLC | Sell 100% | -$408K | $0 | 0.00% | Aug 11, 2026 |
| Golden State Wealth Management, LLC | Added 20.23% | +$405K | $2.41M | 0.22% | Jul 22, 2026 |
| Euro Pacific Asset Management, LLC | Reduce 2.61% | -$390K | $14.6M | 1.65% | Aug 6, 2026 |
| Petra Financial Advisors Inc | Added 7.27% | +$388K | $5.73M | 2.66% | Jul 24, 2026 |
| Sovran Advisors, LLC | Reduce 65.48% | -$385K | $203K | 0.02% | Jul 30, 2026 |
| Castleview Partners, LLC | Added 25.15% | +$382K | $1.9M | 0.83% | Jul 20, 2026 |
| WealthPlan Investment Management, LLC | Sell 100% | -$381K | $0 | 0.00% | Jul 28, 2026 |
| Financial & Tax Architects, LLC | Added 36.82% | +$355K | $1.32M | 0.28% | Jul 23, 2026 |
| Walkner Condon Financial Advisors LLC | Reduce 18.83% | -$315K | $1.36M | 0.16% | Jul 27, 2026 |
| Bucket List Wealth Management, LLC | Added 9.25% | +$308K | $3.64M | 1.79% | Jul 16, 2026 |
| Flow Traders U.S. LLC | Sell 100% | -$299K | $0 | 0.00% | Aug 14, 2026 |
| FAS Wealth Partners, Inc. | Added 3.79% | +$296K | $8.11M | 0.42% | Jul 29, 2026 |
| Morling Financial Advisors, LLC | New Buy | +$272K | $272K | 0.08% | Aug 6, 2026 |
| Smart Money Group LLC | Added 2.94% | +$271K | $9.49M | 2.44% | Jul 29, 2026 |
| Regions Financial Corp | New Buy | +$270K | $270K | 0.00% | Aug 10, 2026 |
| Foundations Investment Advisors, LLC | Added 13.21% | +$252K | $2.16M | 0.02% | Aug 14, 2026 |
| PCG Wealth Advisors, LLC | Sell 100% | -$250K | $0 | 0.00% | Aug 3, 2026 |
| Lake Hills Wealth Management, LLC | New Buy | +$244K | $244K | 0.11% | Jul 7, 2026 |
| Gateway Wealth Partners, LLC | Reduce 47.75% | -$237K | $260K | 0.02% | Aug 4, 2026 |
| Sigma Planning Corp | Reduce 10.46% | -$233K | $2M | 0.05% | Aug 7, 2026 |
| XML Financial, LLC | Sell 100% | -$230K | $0 | 0.00% | Jul 24, 2026 |
| Perennial Investment Advisors, LLC | Added 3.16% | +$223K | $7.27M | 0.48% | Aug 14, 2026 |
| TTP Investments, Inc. | Sell 100% | -$221K | $0 | 0.00% | Jul 14, 2026 |
| Ethos Financial Group, LLC | Sell 100% | -$215K | $0 | 0.00% | Aug 7, 2026 |
| Plan Group Financial, LLC | Reduce 4.97% | -$212K | $4.06M | 0.84% | Aug 3, 2026 |
| Vista Investment Partners LLC | Sell 100% | -$211K | $0 | 0.00% | Jul 9, 2026 |
| SCS Capital Management LLC | Sell 100% | -$207K | $0 | 0.00% | Aug 6, 2026 |
| Betterment LLC | Sell 100% | -$207K | $0 | 0.00% | Aug 14, 2026 |
| Vontobel Holding Ltd. | Sell 100% | -$203K | $0 | 0.00% | Aug 3, 2026 |
| Performance Wealth Partners, LLC | Sell 100% | -$200K | $0 | 0.00% | Aug 7, 2026 |
| Mascoma Wealth Management LLC | Sell 100% | -$193K | $0 | 0.00% | Jul 24, 2026 |
| RDA Financial Network | Added 7.77% | +$190K | $2.64M | 0.58% | Jul 6, 2026 |
| Oliver Luxxe Assets LLC | Added 34.61% | +$179K | $698K | 0.10% | Jul 9, 2026 |
| Guild Investment Management, Inc. | Added 3.63% | +$172K | $4.92M | 3.36% | Jul 28, 2026 |
| Merk Investments LLC | Reduce 12.88% | -$170K | $1.15M | 0.37% | Aug 14, 2026 |
| Tower Wealth Partners, Inc. | Added 8.97% | +$168K | $2.04M | 1.01% | Aug 12, 2026 |
| Clear Harbor Asset Management, LLC | Added 12.16% | +$162K | $1.49M | 0.09% | Aug 12, 2026 |
| Abacus Planning Group, Inc. | Added 27.38% | +$135K | $630K | 0.08% | Jul 20, 2026 |
| Money Concepts Capital Corp | Added 1.44% | +$129K | $9.07M | 0.42% | Aug 4, 2026 |
| First Heartland Consultants, Inc. | Added 33.53% | +$124K | $493K | 0.03% | Jul 8, 2026 |
| Oppenheimer & Co Inc | Reduce 2.20% | -$119K | $5.29M | 0.06% | Aug 3, 2026 |
| USAdvisors Wealth Management, LLC | Reduce 4.60% | -$117K | $2.43M | 0.70% | Jul 29, 2026 |
| Mayflower Financial Advisors, LLC | Reduce 7.44% | -$111K | $1.38M | 0.12% | Jul 9, 2026 |
| Wealth Management Associates, Inc. | Added 40.24% | +$105K | $366K | 0.10% | Jul 21, 2026 |
| Sound Income Strategies, LLC | Sell 100% | -$104K | $0 | 0.00% | Jul 20, 2026 |
| Gladstone Institutional Advisory LLC | Added 2.44% | +$103K | $4.32M | 0.14% | Jul 27, 2026 |
| Valmark Advisers, Inc. | Reduce 5.05% | -$102K | $1.92M | 0.02% | Aug 6, 2026 |
| CWC Advisors, LLC. | Added 7.33% | +$94K | $1.38M | 0.61% | Jul 21, 2026 |
| Advyzon Investment Management, LLC | Added 40.09% | +$82.9K | $290K | 0.02% | Aug 14, 2026 |
| Legacy Wealth Managment, LLC | Sell 100% | -$78.7K | $0 | 0.00% | Aug 13, 2026 |
| Glassman Wealth Services | New Buy | +$69.5K | $69.5K | 0.01% | Aug 5, 2026 |
| Blue Line Capital, LLC / IL | Added 4.14% | +$69.2K | $1.74M | 1.45% | Jul 30, 2026 |
| Cape Investment Advisory, Inc. | New Buy | +$67.5K | $67.5K | 0.02% | Jul 23, 2026 |
| PFG Advisors | Reduce 11.95% | -$66.9K | $493K | 0.02% | Jul 16, 2026 |
| HBW Advisory Services LLC | Added 4.04% | +$64.6K | $1.66M | 0.15% | Jul 16, 2026 |
| Mgo One Seven LLC | Reduce 17.98% | -$64.1K | $293K | 0.00% | Jul 31, 2026 |