OUNZ institutional holders

VanEck Merk Gold ETF · 278 reporting institutions · $1.3B reported value

Funds that can replace OUNZ · OUNZ return decomposition

Institutional holdings

Institutions reporting OUNZ, largest first
InstitutionReported positionAdvisors at firmReport period
Van Eck Associates Corp.$211.1M02026-06-30
Morton Capital Management Llc/ca$135.8M302026-06-30
Lpl Financial LLC$122.3M23,4582026-06-30
Pitcairn Wealth Advisors LLC$50.9M402026-06-30
Raymond James Financial Inc$50.7M02026-06-30
Envestnet Pmc$40.6M602026-06-30
Modern Wealth Management, LLC$40M1612026-06-30
Cetera Investment Advisers$38.9M10,3702026-06-30
Ameriprise Financial Inc$31.4M02026-06-30
Asset One Wealth Management LLC$30.7M182026-06-30
Shufro Rose & Co LLC$23.9M122026-06-30
Drake & Associates, LLC$21.3M172026-06-30
Ameritas Advisory Services, LLC$18.8M5502026-06-30
MML Investors Services, LLC$18.1M5,1202026-06-30
Osaic Holdings, Inc.$17.2M02026-06-30
Kiker Wealth Management, LLC$16.3M42026-06-30
Wealth Enhancement Advisory Services, LLC$15M1,0262026-06-30
Ae Wealth Management LLC$14.7M4712026-06-30
Hightower Advisors, LLC$14.1M1,0462026-06-30
Silver Oak Securities, Incorporated$12.9M1172026-06-30
Security National Bank$12.4M02026-06-30
Solstein Capital, LLC$10.8M22026-06-30
Accordant Advisory Group, Inc.$10.5M22026-06-30
Pekin Hardy Strauss, Inc.$10.3M82026-06-30
Dogwood Wealth Management LLC$10M42026-06-30
Advisory Services Network$9.5M2532026-06-30
Smart Money Group LLC$9.5M112026-06-30
Sanctuary Advisors, LLC$9.5M4012026-06-30
Money Concepts Capital Corp$9.1M3892026-06-30
Fas Wealth Partners, Inc.$8.1M232026-06-30
Perennial Investment Advisors, LLC$7.3M492026-06-30
Samalin Investment Counsel, LLC$6.8M82026-06-30
Three Cord True Wealth Management, LLC$6.7M62026-06-30
Pds Planning, Inc$6.5M102026-06-30
Lifeworks Advisors, LLC$6.4M422026-06-30
Forum Financial Management, LP$6.2M1162026-06-30
Farther Finance Advisors, LLC$6.1M3342026-06-30
Sfg Wealth Management, Llc.$6M92026-06-30
Susquehanna International Group, LLP$5.8M02026-06-30
Petra Financial Advisors Inc$5.7M72026-06-30
Capital Wealth Alliance, LLC$5.7M32026-06-30
Mh & Associates Securities Management Corp /adv$5.3M02026-06-30
Oppenheimer & Co. Inc.$5.3M1,1662026-06-30
Guild Investment Management, Inc.$4.9M22026-06-30
Commonwealth Equity Services, LLC$4.8M2,8632026-06-30
Faithward Advisors, LLC$4.8M182026-06-30
Sheets Smith Wealth Management$4.3M102026-06-30
Gladstone Institutional Advisory LLC$4.3M1082026-06-30
Plan Group Financial, LLC$4.1M182026-06-30
Atria Investments, Inc$3.7M62026-06-30
Simplicity Wealth, LLC$3.7M02026-06-30
Bucket List Wealth Management, LLC$3.6M22026-06-30
Stratos Wealth Partners, Ltd.$3.6M3862026-06-30
Ferguson Shapiro LLC$3M02026-06-30
Rockefeller Capital Management LP$3M3462026-06-30
Stifel Financial Corp$2.9M02026-06-30
Meixler Investment Management, Ltd.$2.8M12026-06-30
Equitable Holdings, Inc.$2.8M02026-06-30
Accurate Wealth Management, LLC$2.7M492026-06-30
Ascent Advisors, LLC$2.7M102026-06-30
My Portfolio Guide, LLC$2.7M32026-03-31
Rda Financial Network$2.6M162026-06-30
Banco Btg Pactual S.A.$2.5M02026-06-30
Umb Bank, N.A.$2.5M02026-06-30
Ep Wealth Advisors, LLC$2.5M3382026-06-30
Creative Planning$2.4M1,1712026-06-30
Golden State Wealth Management, LLC$2.4M472026-06-30
Procyon$2.3M532026-06-30
Lyell Wealth Management LP$2.3M02026-06-30
Summit Financial, LLC$2.2M2292026-06-30
Knightsbridge Asset Management, LLC$2.2M102026-06-30
Foundations Investment Advisors, LLC$2.2M3022026-06-30
Terra Nova Asset Management LLC$2.1M22026-06-30
Morgan Stanley$2.1M23,1852026-06-30
Main Street Financial Solutions, LLC$2.1M412026-06-30
Tower Wealth Partners$2M42026-06-30
First Trust Advisors LP$2M6072026-06-30
Sigma Planning Corp$2M4742026-06-30
Mai Capital Management$2M3082026-06-30
Mpwm Advisory Solutions, LLC$1.9M152026-06-30
Valmark Advisers, Inc.$1.9M2952026-06-30
Castleview Partners, LLC$1.9M132026-06-30
Matauro, LLC$1.9M102026-06-30
Keating Financial Advisory Services, Inc.$1.8M252026-06-30
Waterloo Capital, LP$1.8M572026-06-30
Dz Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main$1.8M02026-06-30
Blue Line Capital, LLC / Il$1.7M72026-06-30
Brookstone Capital Management$1.7M3372026-06-30
Sprott Inc.$1.7M02026-06-30
Continuum Advisory, LLC$1.7M402026-06-30
Arax Advisory Partners$1.7M2322026-06-30
Hbw Advisory Services LLC$1.7M682026-06-30
Hb Wealth Management, LLC$1.6M1692026-06-30
Washington Trust Advisors$1.6M142026-06-30
Global Assets Advisory, LLC$1.5M302026-06-30
Clear Harbor Asset Management, LLC$1.5M172026-06-30
Jpmorgan Chase & Co$1.4M02026-06-30
Peck Wealth Management, LLC$1.4M02026-06-30
Sloy Dahl & Holst, LLC$1.4M62026-06-30
Onedigital Investment Advisors LLC$1.4M3862026-06-30
Mayflower Advisors$1.4M272026-06-30
Cwc Advisors, Llc.$1.4M52026-06-30
Walkner Condon Financial Advisors LLC$1.4M152026-06-30
Financial & Tax Architects, LLC$1.3M382026-06-30
Focus Partners Wealth$1.3M1,0482026-06-30
Kingsview Wealth Management, LLC$1.2M1152026-06-30
Savvy Advisors, Inc.$1.2M2142026-06-30
Merk Investments LLC$1.1M02026-06-30
Camarda Financial Advisors, LLC$1.1M112026-06-30
Cadence Bank$1.1M02025-12-31
Wespac Advisors, LLC$1.1M92026-06-30
Huntington National Bank$1.1M02026-06-30
Dinuzzo Private Wealth, Inc.$1.1M82026-06-30
Sequoia Financial Group, LLC$1.1M2582026-06-30
Bluespring Wealth Management, LLC$1.1M502026-06-30
Cascade Investment Group, Inc.$1.1M42026-06-30
Steward Partners Investment Advisory, LLC$1M4812026-06-30
Tucker Asset Management LLC$1M602026-06-30
Pioneer Family Office, LLC$987.7K42026-06-30
Newsquare Capital, LLC$984K62026-06-30
Org Partners LLC$979.5K02025-12-31
White Pine Capital LLC$957.8K32026-06-30
Global Retirement Partners LLC$950.3K4912026-06-30
Benjamin Edwards Inc$914.6K02026-06-30
Comerica Bank$910.8K02025-12-31
Mariner, LLC$899.6K02026-06-30
Wealth Quarterback LLC$880.3K52026-06-30
Ironsides Asset Advisors, LLC$875.5K32026-06-30
Kestra Advisory Services, LLC$871.4K1,4792026-06-30
Fifth Third Bancorp$860.1K02026-06-30
Mather Group, Llc.$856.1K1102026-06-30
Aqr Capital Management LLC$851.2K12026-06-30
Baker Ellis Asset Management LLC$849K52026-06-30
Thompson Davis & Co., Inc.$829.7K52026-06-30
Vestgen Advisors, LLC$817.5K582026-06-30
Daybright Advisory Services, Inc.$801.6K192026-06-30
Bankchampaign, National Association$800.3K02026-06-30
Pw Nova Financial Services LLC$792.5K62026-06-30
Vise Technologies, Inc.$776K02026-06-30
Cwm, LLC$771.3K6672026-03-31
Yale Capital Corp.$737.1K52026-06-30
Oliver Luxxe Assets LLC$697.9K52026-06-30
Invst, LLC$696.2K332026-06-30
Maridea Wealth Management$656K382026-06-30
Abacus Planning Group, Inc.$630.1K152026-06-30
Fagan Associates Inc$606.8K32026-06-30
Beacon Pointe Advisors, LLC$581.9K4662026-06-30
Beacon Bank & Trust$550.8K02026-06-30
Renaissance Technologies LLC$544.1K02026-06-30
Proficio Capital Partners LLC$535.5K22026-06-30
Perigon Wealth Management, LLC$531.1K922026-06-30
Ritter Daniher Financial Advisory LLC / de$526.2K02026-06-30
Abbington Investment Group, LLC$517.3K32026-06-30
Wick Capital Partners, LLC$514.8K112026-06-30
Smith, Moore & Co.$514.6K452026-06-30
Nuveen, LLC$508.2K02026-06-30
Cerity Partners LLC$505.8K7772026-06-30
Newedge Advisors$494.3K6012026-06-30
First Heartland Consultants, Inc.$493.2K992026-06-30
Pfg Advisors$492.9K832026-06-30
Towarzystwo Funduszy Inwestycyjnych Pzu SA$492K02026-06-30
Iht Wealth Management LLC$487.4K1592026-06-30
Whitaker-Myers Wealth Managers, Ltd.$472.8K162026-06-30
Whittier Trust Co$470.1K02026-06-30
Cozad Asset Management Inc$466.9K202026-06-30
Gwn Securities Inc.$462.4K4492026-06-30
Captrust Financial Advisors$457.8K9622026-06-30
Bamboo Wealth Strategies$450.3K52026-06-30
Chicago Partners Investment Group LLC$445.2K572026-06-30
Apollon Wealth Management, LLC$441.7K1512026-06-30
Davenport & Co LLC$439.9K3392026-06-30
Tulsa Wealth Advisors, Inc$434.8K172026-06-30
Keystone Financial Group$434.3K342026-06-30
Destiny Capital Corp/co$426.8K82026-06-30
Kingswood Wealth Advisors, LLC$424.1K1232026-06-30
Creativeone Wealth, LLC$422.6K2212026-06-30
Veracity Capital LLC$414.4K102026-06-30
Eversource Wealth Advisors, LLC$399.6K772026-06-30
Cedar Cove Wealth Partners$399.6K102026-06-30
UBS Group AG$393.7K02026-06-30
Johnson Investment Counsel Inc$386.3K652026-06-30
Midfirst Bank$385.9K02026-06-30
Sagespring Wealth Partners$375.6K1262026-06-30
Warwick Investment Management, Inc.$368K52026-06-30
Wealth Management Associates, Inc.$365.5K112026-06-30
Regent Peak Wealth Advisors LLC$350.6K92026-06-30
Dakota Wealth Management$349.7K02026-06-30
Pure Financial Advisors, LLC$342.6K882026-06-30
Royal Bank of Canada$341K02026-06-30
Traphagen Investment Advisors LLC$332.9K162026-06-30
Lanark Financial, Inc.$330.7K692026-06-30
Waverly Advisors, LLC$328K2312026-06-30
Ieq Capital, LLC$323.9K1972026-06-30
Wolff Wiese Magana LLC$317.8K42026-06-30
Stirlingshire Investments, Inc.$308.8K282026-06-30
Reliant Wealth Planning, LLC$302.2K62026-06-30
Retirement Planning Group, LLC$295.9K02026-06-30
Mgo One Seven LLC$292.6K1182026-06-30
Silvercrest Asset Management Group LLC$290.2K342026-06-30
Advyzon Investment Management, LLC$289.7K22026-06-30
Cwa Asset Management Group, LLC$288.6K492026-06-30
M Wealth Management, LLC$284.5K32026-06-30
Edge Financial Advisors LLC$282.2K02025-12-31
U.S. Capital Wealth Advisors, LLC$274.8K02026-03-31
Morling Financial Advisors, LLC$272.1K172026-06-30
Shelter Rock Management, LLC$270.7K42026-06-30
Regions Financial Corp$270.1K02026-06-30
Bartlett & Co. Wealth Management LLC$270.1K322026-06-30
Lasalle St. Investment Advisors, LLC$269.2K1612026-06-30
Main Street Group, Ltd$260.8K92026-06-30
Gateway Wealth Partners, LLC$259.8K1012026-06-30
Fiduciary Financial Group, LLC$258.6K92026-06-30
Mercer Global Advisors Inc /adv$253.9K02026-06-30
Private Advisor Group, LLC$247.8K9272026-06-30
Lake Hills Wealth Management, LLC$244.2K32026-06-30
Geneos Wealth Management, Inc.$240.1K1932026-06-30
L & S Advisors Inc$234.8K122026-06-30
Rs Crum Inc.$226.1K62026-06-30
Northwestern Mutual Wealth Management Co$225.9K02026-06-30
Diversified Enterprises, LLC$216K292026-06-30
Parsons Capital Management Inc/ri$212.2K142026-06-30
Brooklyn Investment Group$203.8K02026-03-31
Sovran Advisors, LLC$203K702026-06-30
Group One Trading LLC$177.1K02026-06-30
Integrated Wealth Concepts LLC$176K4802026-06-30
Hm Payson & Co$175.6K02026-06-30
Gill Capital Partners$151.7K102026-06-30
Harbour Investments, Inc.$143.5K2472026-06-30
Whittier Trust Co of Nevada Inc$141.4K02026-06-30
Owl Creek Wealth Partners$124.5K32026-06-30
Assetmark, Inc$118.5K2202026-06-30
Regatta Research & Money Management LLC$106.4K62026-06-30
Ares Financial Consulting, LLC$104.2K42026-06-30
Private Trust Co NA$87.2K02026-06-30
North Star Investment Management Corporation$77.2K112026-06-30
Corecap Advisors, LLC$72.3K1182026-06-30
Archer Investment Corp$71.9K782026-06-30
Glassman Wealth Services$69.5K142026-06-30
Cape Investment Advisory, Inc.$67.5K352026-06-30
Financial Network Wealth Advisors LLC$65.7K72026-06-30
Salomon & Ludwin, LLC$57.8K62026-06-30
Wealth Enhancement Trust Services, Inc.$43.1K02026-06-30
Jones Financial Companies LLLP$39.1K02026-06-30
Fmr LLC$35.3K02026-06-30
Plante Moran Financial Advisors$35.2K1312026-06-30
McGuire Capital Advisors Inc$34.7K42026-06-30
Lfa - Lugano Financial Advisors SA$33.1K02026-06-30
Cambridge Investment Research Advisors, Inc.$31.9K3,9402026-03-31
Jfs Wealth Advisors, LLC$31.5K332026-06-30
Wells Fargo & Company/mn$30.3K02026-06-30

The 250 largest of 278 reporting institutions are listed.

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-12-31 to 2026-06-30