Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

VANECK MERK GOLD ETF (OUNZ)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +29
Streak
7Q ▲
Buyers last Q
58%

Smart Money Signals — OUNZ

Based on 239 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 7 quarters in a row

last 6Q
For 7 consecutive quarters, more hedge funds added OUNZ than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
239 hedge funds hold OUNZ right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +54% more funds vs a year ago

fund count last 6Q
+84 new funds entered over the past year (+54% 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 — 58% buying

122 buying90 selling
Last quarter: 122 funds bought or added vs 90 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.
📈

More new buyers each quarter (+16 vs last Q)

new funds entering per quarter
Funds opening a new OUNZ position: 37 → 32 → 34 → 50. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

42% of holders stayed for 2+ years

42% conviction (2yr+) 27% medium 31% new
100 out of 239 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.
📈

Growing discovery — still being found

24 → 37 → 32 → 34 → 50 new funds/Q
New funds entering each quarter: 37 → 32 → 34 → 50. A growing number of institutions are discovering OUNZ each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 45% of holders stayed 2+ years

45% veterans 12% 1-2yr 43% new
Of 240 current holders: 108 (45%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
📋

Smaller funds dominant — 18% AUM from top-100

18% from top-100 AUM funds
14 of 239 holders rank in the top 100 by AUM, but together hold only 18% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.3
out of 10
Moderate Exit Risk
Exit risk score 4.3/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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.

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

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

22 top-rated funds 10 high-conviction
Consensus
5.9
/ 10
breadth
×
Elite
4.8
/ 10
conviction
Hedge Fund Positioning: OUNZ
2026 Q1 Stats Unlock in 17 days 240 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 240 210 14.29%
13F Shares 29M 28M 4.34%
Total Value $1.20B $1.03B 16.59%
New Positions 50 34 +16
Increased Positions 72 86 -14
Closed Positions 21 21 -
Reduced Positions 70 39 +31
Total Calls 2 2 -
Total Puts 2 0 100%
PUT/CALL Ratio 1.0 0.0 Neutral

Statistics: OUNZ

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

240 + investors

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

Top 25 institutional holders of OUNZ — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Morton Capital Management LLC/CA 23.01% 3,433,212 $154.7M
2 MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV 5.16% 131,271 $5.9M
3 SFG Wealth Management, LLC. 4.69% 252,686 $11.4M
4 Three Cord True Wealth Management, LLC 4.09% 163,191 $7.4M
5 Guild Investment Management, Inc. 3.96% 122,930 $5.5M
6 Samalin Investment Counsel, LLC 2.83% 176,906 $8.0M
7 Security National Bank 1.86% 283,026 $12.8M
8 Terra Nova Asset Management LLC 1.86% 55,695 $2.5M
9 SBE LLC DBA CEDAR COVE WEALTH PARTNERS 1.80% 76,221 $3.4M
10 Plan Group Financial, LLC 1.17% 110,775 $5.0M
11 SILVER OAK SECURITIES, INCORPORATED 1.06% 323,003 $14.6M
12 USAdvisors Wealth Management, LLC 0.95% 65,872 $3K
13 Castleview Partners, LLC 0.91% 39,318 $1.8M
14 WESPAC Advisors, LLC 0.73% 29,464 $1.3M
15 RDA Financial Network 0.72% 63,446 $2.9M
16 CWC Advisors, LLC. 0.71% 33,266 $1.5M
17 THOMPSON DAVIS & CO., INC. 0.60% 19,950 $899K
18 MONEY CONCEPTS CAPITAL CORP 0.58% 231,641 $10.4M
19 PDS Planning, Inc 0.50% 167,778 $7.6M
20 Wealth Quarterback LLC 0.41% 22,853 $1.0M
21 SHEETS SMITH WEALTH MANAGEMENT 0.40% 78,171 $3.5M
22 ABBINGTON INVESTMENT GROUP 0.35% 13,405 $604K
23 Accurate Wealth Management, LLC 0.32% 57,939 $2.7M
24 Shelter Rock Management, LLC 0.26% 5,454 $246K
25 Spectrum Planning & Advisory Services Inc. 0.26% 11,670 $526K
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?

Buying streak — 7 quarters in a row: For 7 consecutive quarters, more hedge funds added OUNZ than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for OUNZ?

Slight buying edge — 58% buying: Last quarter: 122 funds bought or added vs 90 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 — 18% AUM from top-100: 14 of 239 holders rank in the top 100 by AUM, but together hold only 18% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held OUNZ?

42% of holders stayed for 2+ years: 100 out of 239 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.

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.