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 193 institutions that hold shares in the stock, with a total of 25.4 Million shares, which have been reported (via 13F filing form) to have a value of $825 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Money Concepts Capital Corp
|
Apr 24, 2025 Q1 2025 |
241,428
shares
|
$7.69 Million
0.58% of portfolio
|
Q1 2025
Reduced 0.41%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
239,972
shares
|
$7.65 Million
0.81% of portfolio
|
Q1 2023
Added 2.49%
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Apr 17, 2025 Q1 2025 |
234,653
shares
|
$7.48 Million
3.99% of portfolio
|
Q1 2025
Added 0.88%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
221,073
shares
|
$7.04 Million
0.01% of portfolio
|
Q4 2024
Reduced 5.89%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
201,440
shares
|
$6.42 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Huntleigh Advisors, Inc.
St. Louis, MO |
Apr 18, 2025 Q1 2025 |
200,000
shares
|
$6.37 Million
2.95% of portfolio
|
Q1 2025
New holding
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Mar 04, 2025 Q4 2024 |
199,509
shares
|
$6.36 Million
2.67% of portfolio
|
Q4 2024
Added 13.46%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Feb 11, 2025 Q4 2024 |
196,397
shares
|
$6.26 Million
2.23% of portfolio
|
Q4 2024
Added 2.97%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Feb 13, 2025 Q4 2024 |
191,900
shares
|
$6.11 Million
0.01% of portfolio
|
Q4 2024
Added 2.08%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
185,255
shares
|
$5.9 Million
0.02% of portfolio
|
Q1 2025
Added 3.17%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
175,308
shares
|
$5.59 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.97%
|
|
|
Pds Planning, Inc
|
Apr 23, 2025 Q1 2025 |
167,778
shares
|
$5.35 Million
0.43% of portfolio
|
Q4 2021
Reduced -0.0%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Feb 20, 2025 Q4 2024 |
160,123
shares
|
$5.1 Million
0.08% of portfolio
|
Q3 2022
Reduced 1.36%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
159,514
shares
|
$5.08 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Smart Money Group LLC
|
Jan 16, 2025 Q4 2024 |
153,016
shares
|
$4.88 Million
1.52% of portfolio
|
Q4 2024
Added 15.04%
|
|
|
Capital Wealth Alliance, LLC
|
Jan 29, 2025 Q4 2024 |
149,254
shares
|
$4.76 Million
2.26% of portfolio
|
Q4 2024
Added 1.45%
|
|
|
Guild Investment Management, Inc.
|
Feb 07, 2025 Q4 2024 |
141,530
shares
|
$4.51 Million
4.27% of portfolio
|
Q4 2024
Reduced 1.74%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
138,636
shares
|
$4.42 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Apr 22, 2025 Q1 2025 |
137,952
shares
|
$4.4 Million
3.41% of portfolio
|
Q1 2025
Added 3.99%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
127,598
shares
|
$4.07 Million
0.06% of portfolio
|
Q1 2025
Added 6.46%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
127,197
shares
|
$4.05 Million
0.06% of portfolio
|
Q4 2024
Added 731.46%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
109,616
shares
|
$3.49 Million
0.13% of portfolio
|
Q4 2024
Added 133.93%
|
|
|
Sfg Wealth Management, Llc.
|
Apr 23, 2025 Q1 2025 |
96,764
shares
|
$3.08 Million
1.5% of portfolio
|
Q1 2025
Added 17.82%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
96,268
shares
|
$3.07 Million
0.08% of portfolio
|
Q4 2024
Reduced 29.01%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Feb 13, 2025 Q4 2024 |
95,024
shares
|
$3.03 Million
0.44% of portfolio
|
Q4 2024
Added 18.14%
|