ETF Holders

Who owns OUNZ?

Commodity or crypto

VanEck Merk Gold Trust · VanEck

268 institutions reported holding OUNZ, worth $1.4B, in Form 13F filings for June 30, 2026.

13F holders
268
Institutional value
$1.4B
Change from prior quarter
-4.2%
−$60.7M, with price moves
New and sold-out firms
25 / 40
98 added, 82 trimmed

Top 10 institutional holders of OUNZ

FirmLocationValueSharesChange
Van ECK Associates Corp.New York, NY$211.1M5,469,804+1,652,265 shares
Morton Capital Management LLCCalabasas, CA$135.8M3,519,350+86,138 shares
LPL Financial LLCFort Mill, SC$122.3M3,170,456−71,355 shares
Pitcairn Wealth Advisors LLCConshohocken, PA$50.9M1,319,924−17,033 shares
Raymond James Financial Inc.St. Petersburg, FL$50.7M1,313,044+14,304 shares
Cambridge Investment Research Advisors, Inc.Fairfield, IA$49.7M1,288,108+580,758 shares
Envestnet Asset Management Inc.Berwyn, PA$40.6M1,053,271+13,896 shares
Modern Wealth Management, LLCKansas City, MO$40.0M1,037,290+493,705 shares
Cetera Investment AdvisersSchaumburg, IL$38.9M1,007,535+30,665 shares
Ameriprise Financial Inc.Minneapolis, MN$31.4M814,220+12,115 shares
258 more firms

The full list comes with the Advisors and Institutions package.

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From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.

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Frequently asked questions

Who owns OUNZ?

268 institutional managers reported holding OUNZ in Form 13F filings for June 30, 2026, worth $1.4B in total. The largest reported position was held by Van ECK Associates Corp., at $211.1M.

Did institutions buy or sell OUNZ last quarter?

Reported 13F value fell 4.2% from March 31, 2026, which includes price moves as well as buying and selling. 25 firms reported a new position and 40 sold all of theirs.

What is a Form 13F?

A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.

How often is OUNZ ownership data updated?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.