Institutional Ownership Van Eck Merk Gold Trust (OUNZ)
This table provides information about the institutional ownership of Van Eck Merk Gold Trust (OUNZ). We have compiled data on the 204 institutions that hold shares in the stock, with a total of 26 Million shares, which have been reported (via 13F filing form) to have a value of $839 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Apr 17, 2025 Q1 2025 |
4,163,696
shares
|
$135 Million
24.24% of portfolio
|
Q1 2025
Reduced 2.42%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
2,655,747
shares
|
$85.8 Million
0.03% of portfolio
|
Q1 2025
Added 50.13%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
1,656,064
shares
|
$53.5 Million
0.1% of portfolio
|
Q1 2025
Added 2.96%
|
|
|
Pitcairn CO
Jenkintown, PA |
May 09, 2025 Q1 2025 |
1,557,445
shares
|
$50.3 Million
2.88% of portfolio
|
Q1 2025
Added 0.97%
|
|
|
Van Eck Associates Corp
|
May 15, 2025 Q1 2025 |
883,682
shares
|
$28.6 Million
0.03% of portfolio
|
Q1 2025
Added 1.49%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
821,991
shares
|
$26.6 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.0%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
713,610
shares
|
$23.1 Million
0.04% of portfolio
|
Q1 2025
Reduced 5.57%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
680,527
shares
|
$22 Million
0.01% of portfolio
|
Q1 2025
Added 10.4%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 30, 2025 Q1 2025 |
629,455
shares
|
$20.3 Million
0.62% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
571,970
shares
|
$18.5 Million
0.01% of portfolio
|
Q1 2025
Added 0.41%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 14, 2025 Q1 2025 |
512,900
shares
|
$16.6 Million
0.02% of portfolio
|
Q1 2025
Added 167.27%
|
|
|
Euro Pacific Asset Management, LLC
Dorado, PR |
May 09, 2025 Q1 2025 |
451,274
shares
|
$14.6 Million
2.48% of portfolio
|
Q1 2025
Added 0.99%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
423,098
shares
|
$13.7 Million
0.03% of portfolio
|
Q4 2024
Reduced 40.74%
|
|
|
Starfox Financial Services, LLC
The Woodlands, TX |
Apr 30, 2024 Q1 2024 |
412,130
shares
|
$13.3 Million
7.36% of portfolio
|
Q1 2024
Added 2.08%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
388,274
shares
|
$12.5 Million
0.04% of portfolio
|
Q1 2025
Added 1.23%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Apr 28, 2025 Q1 2025 |
386,559
shares
|
$12.5 Million
1.14% of portfolio
|
Q1 2025
Added 2.64%
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
May 15, 2025 Q1 2025 |
378,930
shares
|
$12.2 Million
7.79% of portfolio
|
Q1 2025
Added 1.76%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
363,803
shares
|
$11.8 Million
0.02% of portfolio
|
Q1 2025
Added 3.73%
|
|
|
Pekin Hardy Strauss, Inc.
|
Apr 29, 2025 Q1 2025 |
343,860
shares
|
$11.1 Million
1.32% of portfolio
|
Q1 2025
Reduced 2.37%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
330,010
shares
|
$10.7 Million
0.01% of portfolio
|
Q3 2024
Added 10.54%
|
|
|
Accordant Advisory Group Inc
Annapolis, MD |
Apr 15, 2025 Q1 2025 |
275,798
shares
|
$8.91 Million
8.13% of portfolio
|
Q1 2025
Added 22.19%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
May 06, 2025 Q1 2025 |
259,477
shares
|
$8.39 Million
1.34% of portfolio
|
Q1 2025
Reduced 0.18%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
251,702
shares
|
$8.14 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.63%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
246,239
shares
|
$7.96 Million
0.31% of portfolio
|
Q1 2025
Reduced 11.71%
|
|
|
Money Concepts Capital Corp
|
Apr 24, 2025 Q1 2025 |
241,428
shares
|
$7.8 Million
0.58% of portfolio
|
Q1 2025
Reduced 0.41%
|