Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Vaneck Merk Gold ETF (OUNZ)

285 + 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
↑ +40
Streak
8Q ▲
Buyers last Q
62%

Smart Money Signals — OUNZ

Based on 288 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 8 quarters in a row

last 6Q
For 8 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
288 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 — +57% more funds vs a year ago

fund count last 6Q
+104 new funds entered over the past year (+57% 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.
🟢

More buyers than sellers — 62% buying

160 buying96 selling
Last quarter: 160 funds were net buyers (62 opened a brand new position + 98 added to an existing one). Only 96 were sellers (74 trimmed + 22 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+11 vs last Q)

new funds entering per quarter
Funds opening a new OUNZ position: 34 → 35 → 51 → 62. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
📌

Mixed — 35% long-term, 36% new

■ 35% conviction (2yr+) ■ 29% medium ■ 36% new
Of the 288 current holders: 101 (35%) held >2 years, 84 held 1–2 years, and 103 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
🚀

Acceleration phase — new buyers rushing in

40 → 34 → 35 → 51 → 62 new funds/Q
New funds entering each quarter: 34 → 35 → 51 → 62. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Veteran-anchored — 40% veterans vs 47% newcomers

■ 40% veterans ■ 13% 1-2yr ■ 47% new
Entry-cohort mix of 291 holders: 116 (40%) are 2+ year veterans, 38 entered 1–2 years ago, and 137 (47%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 20% AUM from major funds

20% from top-100 AUM funds
19 of 286 holders rank in the top 100 by AUM, accounting for 20% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.5
out of 10
Moderate Exit Risk
Exit risk score 4.5/10 — 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.

Institutional Sentiment Summary — OUNZ

In 2026 Q1, 160 hedge funds were net buyers of OUNZ (62 opened a new position, 98 added to an existing one), while 96 reduced or exited (74 trimmed, 22 sold completely) — a 62% buyer ratio, indicating clear institutional accumulation. This marks 8 consecutive quarters of net institutional buying — a persistent conviction signal. 20% of total institutional value in OUNZ is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +40 funds (more new holders than closures). Total institutional holders: 288.

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 Q1 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 March 31, 2026 · 79d ago
OUNZ
-9.6%
SPY
+13.9%

OUNZ outperformed SPY by -23.5% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
OUNZ
-6.9%
SPY
+0.2%

Since the filing became public, OUNZ outperformed SPY by -7.1% .

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.

12 top-rated funds 11 high-conviction
Consensus
4.8
/ 10
breadth
×
Elite
4.5
/ 10
conviction
Hedge Fund Positioning: OUNZ
285 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 285 248 14.92%
13F Shares 33M 29M 13.31%
Total Value $1.24B $1.22B 2.1%
New Positions 61 51 +10
Increased Positions 97 75 +22
Closed Positions 24 21 +3
Reduced Positions 73 70 +3
Total Calls 3 2 50.0%
Total Puts 2 2 -
PUT/CALL Ratio 0.67 1.0 Bullish

Statistics: OUNZ

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Institutional Holders (2026 Q1)

285 + 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 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Morton Capital Management LLC/CA 23.01% 3,433,212 $154.7M
2 Kiker Wealth Management, LLC 9.41% 437,527 $19.7M
3 Accordant Advisory Group Inc 7.63% 273,228 $12.3M
4 Mh & Associates Securities Management Corp /Adv 5.16% 131,271 $5.9M
5 Pitcairn Wealth Advisors LLC 5.10% 1,336,957 $55.5M
6 Solstein Capital, LLC 4.81% 259,954 $11.7M
7 SFG Wealth Management, LLC. 4.69% 252,686 $11.4M
8 Dogwood Wealth Management LLC 4.50% 230,079 $10.4M
9 Drake & Associates, LLC 4.38% 510,226 $23.0M
10 Three Cord True Wealth Management, LLC 4.09% 163,191 $7.4M
11 Guild Investment Management, Inc. 3.96% 122,930 $5.5M
12 Petra Financial Advisors Inc 3.86% 138,452 $6.2M
13 Asset One Wealth Management LLC 3.80% 763,076 $34.3M
14 Smart Money Group LLC 3.13% 238,905 $10.8M
15 Capital Wealth Alliance, LLC 2.99% 146,727 $6.6M
16 Pitcairn Co 2.91% 989,740 $36.8M
17 Samalin Investment Counsel, LLC 2.83% 176,906 $8.0M
18 Blue Line Capital, LLC / IL 2.21% 43,314 $2.0M
19 Bucket List Wealth Management, LLC 2.03% 81,919 $3.4M
20 Camarda Financial Advisors, LLC 1.91% 80,503 $3.6M
21 Security National Bank 1.86% 283,026 $12.8M
22 Terra Nova Asset Management LLC 1.86% 55,695 $2.5M
23 Sbe LLC Dba Cedar Cove Wealth Partners 1.80% 76,221 $3.4M
24 Meixler Investment Management, Ltd. 1.75% 72,402 $3.3M
25 My Portfolio Guide, LLC 1.47% 59,075 $2.7M
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 — 8 quarters in a row: For 8 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?

More buyers than sellers — 62% buying: Last quarter: 160 funds were net buyers (62 opened a brand new position + 98 added to an existing one). Only 96 were sellers (74 trimmed + 22 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for OUNZ holders?

Strong quality — 20% AUM from major funds: 19 of 286 holders rank in the top 100 by AUM, accounting for 20% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held OUNZ?

Mixed — 35% long-term, 36% new: Of the 288 current holders: 101 (35%) held >2 years, 84 held 1–2 years, and 103 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Is it too late to buy Vaneck Merk Gold ETF (OUNZ) following the 2026 Q1 hedge fund 13F filings?

As of today, OUNZ has moved -6.9% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of -7.1%. Since the quarter end (March 31, 2026), OUNZ has gained -9.6% vs +13.9% 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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