OUNZ · Insider trading · 13F holders · Congress trades
VanEck Merk gold Trust (OUNZ)
Who is buying and selling OUNZ: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 57
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 1
OUNZ at a glance
- No open-market insider purchases or sales of OUNZ were filed in the last 90 days.
- 57 13F filers hold OUNZ among their 50 largest positions, worth $542.9M combined. The biggest bets by portfolio weight are Morton Capital Management LLC/CA (17.0%), Accordant Advisory Group Inc (7.0%) and Kiker Wealth Management, LLC (6.4%). In their latest 13Fs, 1 manager opened a new position and 18 added to one.
- Members of Congress have disclosed 1 OUNZ trade since 2017, 1 purchase and 0 sales in the past year; the latest was Raul Ruiz (D-CA), buying $15K–50K on Jul 5, 2017.
- OUNZ last closed at $37.62 on Oct 30, 2026.
OUNZ insider trading
No open-market insider purchases or sales of OUNZ were filed in the last 90 days.
Who owns OUNZ? Hedge funds and superinvestors
57 13F filers hold OUNZ among their 50 largest positions, worth $542.9M combined. The biggest bets by portfolio weight are Morton Capital Management LLC/CA (17.0%), Accordant Advisory Group Inc (7.0%) and Kiker Wealth Management, LLC (6.4%). In their latest 13Fs, 1 manager opened a new position and 18 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Morton Capital Management LLC/CAAsset manager | 17.0% | $141.1M | 3,535,862 | +0.5% shares | Q3 2026 |
| Pitcairn Wealth Advisors LLCWealth manager | 5.6% | $50.9M | 1,319,924 | -1.3% shares | Q2 2026 |
| Modern Wealth Management, LLCWealth manager | 0.5% | $40.0M | 1,037,290 | — | Q2 2026 |
| Asset One Wealth Management LLCWealth manager | 3.2% | $30.7M | 785,998 | +3.0% shares | Q2 2026 |
| Shufro Rose & Co LLCWealth manager | 1.4% | $23.9M | 619,787 | +75.5% shares | Q2 2026 |
| Drake & Associates, LLCWealth manager | 3.6% | $21.3M | 552,917 | +8.4% shares | Q2 2026 |
| Kiker Wealth Management, LLCWealth manager | 6.4% | $16.3M | 422,678 | -3.4% shares | Q2 2026 |
| Euro Pacific Asset Management, LLCMutual fund manager | 1.3% | $16.0M | 373,719 | -0.7% shares | Q3 2026 |
| Silver Oak Securities, IncorporatedWealth manager | 0.8% | $12.9M | 334,653 | +3.6% shares | Q2 2026 |
| Accordant Advisory Group IncWealth manager | 7.0% | $11.1M | 279,054 | +2.3% shares | Q3 2026 |
| Solstein Capital, LLCAsset manager | 3.7% | $10.8M | 280,248 | +7.8% shares | Q2 2026 |
| Pekin Hardy Strauss, Inc.Wealth manager | 0.9% | $10.3M | 267,079 | -0.2% shares | Q2 2026 |
| Dogwood Wealth Management LLCWealth manager | 4.0% | $10.0M | 259,990 | +13.0% shares | Q2 2026 |
| Smart Money Group LLCWealth manager | 2.4% | $9.5M | 245,920 | +2.9% shares | Q2 2026 |
| Security National BankBank & trust | 1.1% | $9.3M | 233,627 | -27.4% shares | Q3 2026 |
| Money Concepts Capital CorpWealth manager | 0.4% | $9.1M | 234,984 | +1.4% shares | Q2 2026 |
| Perennial Investment Advisors, LLCWealth manager | 0.5% | $7.3M | 188,390 | +3.2% shares | Q2 2026 |
| Samalin Investment Counsel, LLCWealth manager | 2.2% | $7.0M | 175,246 | -0.6% shares | Q3 2026 |
| Three Cord True Wealth Management, LLCWealth manager | 3.2% | $6.7M | 174,355 | +6.8% shares | Q2 2026 |
| PDS Planning, IncWealth manager | 0.4% | $6.5M | 167,778 | +0.0% shares | Q2 2026 |
| Forum Financial Management, LPWealth manager | 0.1% | $6.4M | 160,123 | +0.0% shares | Q3 2026 |
| Capital Wealth Alliance, LLCWealth manager | 2.5% | $5.8M | 146,258 | -0.3% shares | Q3 2026 |
| Petra Financial Advisors IncWealth manager | 2.7% | $5.7M | 148,514 | +7.3% shares | Q2 2026 |
| SFG Wealth Management, LLC.Wealth manager | 2.0% | $5.6M | 139,967 | -10.2% shares | Q3 2026 |
| Mh & Associates Securities Management Corp /advBroker-dealer | 4.8% | $5.3M | 138,375 | +5.4% shares | Q2 2026 |
| Guild Investment Management, Inc.Wealth manager | 3.4% | $4.9M | 127,390 | +3.6% shares | Q2 2026 |
| Faithward Advisors, LLCWealth manager | 0.6% | $4.8M | 124,231 | — | Q2 2026 |
| Plan Group Financial, LLCWealth manager | 0.9% | $4.5M | 114,225 | +8.5% shares | Q3 2026 |
| Ferguson Shapiro LLCWealth manager | 1.2% | $4.0M | 99,661 | +26.4% shares | Q3 2026 |
| Bucket List Wealth Management, LLCWealth manager | 1.9% | $3.9M | 96,916 | +2.7% shares | Q3 2026 |
The 30 largest of 57 positions, by value. Each manager counts with its latest 13F (Q3 2026: 25, Q2 2026: 31, Q1 2026: 1). Screen OUNZ in the grand portfolio →
OUNZ stock trades by members of Congress
Members of Congress have disclosed 1 OUNZ trade since 2017, 1 purchase and 0 sales in the past year; the latest was Raul Ruiz (D-CA), buying $15K–50K on Jul 5, 2017.
OUNZ questions and answers
Are insiders buying OUNZ stock?
No open-market insider purchases or sales of OUNZ were filed in the last 90 days.
Which hedge funds own OUNZ?
57 13F filers hold OUNZ among their 50 largest positions, worth $542.9M combined. The biggest bets by portfolio weight are Morton Capital Management LLC/CA (17.0%), Accordant Advisory Group Inc (7.0%) and Kiker Wealth Management, LLC (6.4%). In their latest 13Fs, 1 manager opened a new position and 18 added to one.
Has Congress traded OUNZ?
Members of Congress have disclosed 1 OUNZ trade since 2017, 1 purchase and 0 sales in the past year; the latest was Raul Ruiz (D-CA), buying $15K–50K on Jul 5, 2017.
Who is the largest holder of OUNZ?
Among 13F filers, Morton Capital Management LLC/CA reports the largest OUNZ position, $141.1M (3,535,862 shares) in its Q3 2026 13F. The biggest bet by portfolio weight is Morton Capital Management LLC/CA's: 17.0% of its portfolio.
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