Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Vaneck Merk Gold ETF (OUNZ)

265 + Investors. Track Smart Money conviction in OUNZ. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -17
Streak
1Q ▼
Buyers last Q
50%

Smart Money Signals — OUNZ

Based on 271 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their OUNZ positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 94% of 3.0Y peak

94% of all-time peak
271 funds currently hold this stock — 94% of the 3.0-year high of 288 funds (reached 2026 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
🚀

Fast accumulation — +32% more funds vs a year ago

fund count last 6Q
+66 new funds entered over the past year (+32% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 50% buying

129 buying127 selling
Last quarter: 129 funds bought or added vs 127 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
⚠️

Fewer new buyers each quarter (-33 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 35 → 52 → 62 → 29. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

41% of holders stayed for 2+ years

■ 41% conviction (2yr+) ■ 32% medium ■ 27% new
112 out of 271 hedge funds have held OUNZ for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~29 new funds/quarter

35 → 35 → 52 → 62 → 29 new funds/Q
New funds entering each quarter: 35 → 52 → 62 → 29. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 43% veterans vs 38% newcomers

■ 43% veterans ■ 19% 1-2yr ■ 38% new
Entry-cohort mix of 272 holders: 118 (43%) are 2+ year veterans, 51 entered 1–2 years ago, and 103 (38%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 16% AUM from top-100

16% from top-100 AUM funds
17 of 268 holders rank in the top 100 by AUM, but together hold only 16% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — OUNZ

In 2026 Q2, 129 hedge funds were net buyers of OUNZ (29 opened a new position, 100 added to an existing one), while 127 reduced or exited (81 trimmed, 46 sold completely) — a 50% buyer ratio, indicating a slight buying edge. Net fund flow last quarter: -17 funds (more exits than new entries). Total institutional holders: 271.

Hedge Fund Ownership: OUNZ

How many hedge funds hold OUNZ — quarterly history vs. share price
Quarterly hedge fund ownership of OUNZ vs. share price

Market Analysis: OUNZ

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: OUNZ

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Vaneck Merk Gold ETF (OUNZ) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much OUNZ has moved relative to its sector benchmark (SPY) since the 2026 Q2 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End June 30, 2026 · 85d ago
OUNZ
+8.2%
SPY
+3.3%

OUNZ outperformed SPY by +4.9% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 40d ago
OUNZ
-0.8%
SPY
-0.7%

Since the filing became public, OUNZ outperformed SPY by -0.1% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

9 top-rated funds 11 high-conviction
Consensus
4.3
/ 10
breadth
×
Elite
3.9
/ 10
conviction
Hedge Fund Positioning: OUNZ
265 + Investors

Track Smart Money conviction in OUNZ. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 265 288 -7.99%
13F Shares 35M 33M 5.3%
Total Value $1.32B $1.25B 5.07%
New Positions 26 62 -36
Increased Positions 99 98 +1
Closed Positions 46 23 +23
Reduced Positions 81 73 +8
Total Calls 2 3 -33.33%
Total Puts 1 2 -50.0%
PUT/CALL Ratio 0.5 0.67 Bullish

Statistics: OUNZ

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Institutional Holders (2026 Q2)

265 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in OUNZ. Verified SEC 13F-HR filings.

QUARTER:
Top 25 OUNZ holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Morton Capital Management LLC/CA 18.57% 3,519,350 $135.8M
2 Accordant Advisory Group Inc 7.10% 272,802 $10.5M
3 Kiker Wealth Management, LLC 6.36% 422,678 $16.3M
4 Pitcairn Wealth Advisors LLC 5.58% 1,319,924 $50.9M
5 Mh & Associates Securities Management Corp /Adv 4.79% 138,375 $5.3M
6 Dogwood Wealth Management LLC 3.96% 259,990 $10.0M
7 Solstein Capital, LLC 3.70% 280,248 $10.8M
8 Drake & Associates, LLC 3.59% 552,917 $21.3M
9 Guild Investment Management, Inc. 3.36% 127,390 $4.9M
10 Asset One Wealth Management LLC 3.23% 785,998 $30.7M
11 Three Cord True Wealth Management, LLC 3.20% 174,355 $6.7M
12 Ascent Advisors, LLC 3.15% 70,352 $2.7M
13 Petra Financial Advisors Inc 2.66% 148,514 $5.7M
14 Capital Wealth Alliance, LLC 2.63% 146,727 $5.7M
15 Smart Money Group LLC 2.44% 245,920 $9.5M
16 SFG Wealth Management, LLC. 2.16% 155,892 $6.0M
17 Samalin Investment Counsel, LLC 2.13% 176,333 $6.8M
18 Bucket List Wealth Management, LLC 1.79% 94,341 $3.6M
19 Meixler Investment Management, Ltd. 1.57% 73,739 $2.8M
20 Security National Bank 1.48% 321,957 $12.4M
21 Blue Line Capital, LLC / IL 1.45% 45,106 $1.7M
22 Shufro Rose & Co LLC 1.37% 619,787 $23.9M
23 Terra Nova Asset Management LLC 1.32% 55,695 $2.1M
24 Peck Wealth Management, LLC 1.20% 37,050 $1.4M
25 Tower Wealth Partners, Inc. 1.01% 52,903 $2.0M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Vaneck Merk Gold ETF (OUNZ)

What does the Smart Money Trend signal show for OUNZ?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their OUNZ positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for OUNZ?

Slight buying edge — 50% buying: Last quarter: 129 funds bought or added vs 127 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for OUNZ holders?

Smaller funds dominant — 16% AUM from top-100: 17 of 268 holders rank in the top 100 by AUM, but together hold only 16% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held OUNZ?

41% of holders stayed for 2+ years: 112 out of 271 hedge funds have held OUNZ for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Vaneck Merk Gold ETF (OUNZ) following the 2026 Q2 hedge fund 13F filings?

As of today, OUNZ has moved -0.8% since the 2026 Q2 13F filing date (August 14, 2026), compared to -0.7% for the SPY sector ETF — an outperformance of -0.1%. Since the quarter end (June 30, 2026), OUNZ has gained +8.2% vs +3.3% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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