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 163 institutions that hold shares in the stock, with a total of 21.7 Million shares, which have been reported (via 13F filing form) to have a value of $556 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Nov 13, 2024 Q3 2024 |
190,736
shares
|
$4.89 Million
2.19% of portfolio
|
Q3 2024
Added 10.44%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2024 Q3 2024 |
187,990
shares
|
$4.82 Million
0.01% of portfolio
|
Q3 2024
Added 82.87%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
178,822
shares
|
$4.58 Million
0.01% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
177,113
shares
|
$4.54 Million
0.02% of portfolio
|
Q3 2024
Added 1.47%
|
|
|
Pds Planning, Inc
|
Oct 29, 2024 Q3 2024 |
167,778
shares
|
$4.3 Million
0.39% of portfolio
|
Q4 2021
Reduced -0.0%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 29, 2024 Q3 2024 |
160,123
shares
|
$4.1 Million
0.08% of portfolio
|
Q3 2022
Reduced 1.36%
|
|
|
Capital Wealth Alliance, LLC
|
Oct 30, 2024 Q3 2024 |
147,114
shares
|
$3.77 Million
2.25% of portfolio
|
Q3 2024
Added 0.84%
|
|
|
Guild Investment Management, Inc.
|
Oct 09, 2024 Q3 2024 |
144,030
shares
|
$3.69 Million
3.99% of portfolio
|
Q3 2024
Added 7.22%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
135,607
shares
|
$3.47 Million
0.1% of portfolio
|
Q3 2024
Reduced 30.34%
|
|
|
Smart Money Group LLC
|
Nov 05, 2024 Q3 2024 |
133,013
shares
|
$3.41 Million
1.3% of portfolio
|
Q3 2024
Added 3.77%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
99,017
shares
|
$2.54 Million
0.04% of portfolio
|
Q3 2024
Added 3.99%
|
|
|
Sfg Wealth Management, Llc.
|
Oct 31, 2024 Q3 2024 |
88,951
shares
|
$2.28 Million
1.25% of portfolio
|
Q3 2024
Added 179.73%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Oct 21, 2024 Q3 2024 |
81,555
shares
|
$2.09 Million
1.44% of portfolio
|
Q3 2024
Reduced 10.21%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Nov 14, 2024 Q3 2024 |
80,430
shares
|
$2.06 Million
0.36% of portfolio
|
Q3 2024
Added 1.46%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
70,985
shares
|
$1.82 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.8%
|
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
64,539
shares
|
$1.65 Million
0.03% of portfolio
|
Q3 2024
Reduced 7.76%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
62,300
shares
|
$1.6 Million
0.01% of portfolio
|
Q4 2023
Added 206.9%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
58,110
shares
|
$1.49 Million
0.0% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Terra Nova Asset Management LLC
|
Oct 15, 2024 Q3 2024 |
55,695
shares
|
$1.43 Million
1.06% of portfolio
|
Q2 2022
New holding
|
|
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
Oct 28, 2024 Q3 2024 |
50,679
shares
|
$1.3 Million
0.75% of portfolio
|
Q3 2024
Added 0.99%
|
|
|
Security National Bank
|
Oct 07, 2024 Q3 2024 |
50,309
shares
|
$1.29 Million
0.18% of portfolio
|
Q3 2024
Added 2.13%
|
|
|
Warwick Investment Management, Inc.
|
Nov 04, 2024 Q3 2024 |
50,262
shares
|
$1.29 Million
0.3% of portfolio
|
Q3 2024
Added 298.43%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
49,797
shares
|
$1.28 Million
0.07% of portfolio
|
Q4 2023
Reduced 0.14%
|
|
|
Lyell Wealth Management, LP
|
Oct 23, 2024 Q3 2024 |
49,665
shares
|
$1.27 Million
0.12% of portfolio
|
Q2 2024
Added 56.6%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
46,858
shares
|
$1.2 Million
0.06% of portfolio
|
Q3 2024
New holding
|