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 |
|---|---|---|---|---|---|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
239,972
shares
|
$7.76 Million
0.81% of portfolio
|
Q1 2023
Added 2.49%
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Apr 17, 2025 Q1 2025 |
234,653
shares
|
$7.58 Million
3.99% of portfolio
|
Q1 2025
Added 0.88%
|
|
|
Smart Money Group LLC
|
May 12, 2025 Q1 2025 |
207,324
shares
|
$6.7 Million
5.9% of portfolio
|
Q1 2025
Added 35.49%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
203,774
shares
|
$6.59 Million
0.0% of portfolio
|
Q1 2025
Added 46.98%
|
|
|
Huntleigh Advisors, Inc.
St. Louis, MO |
Apr 18, 2025 Q1 2025 |
200,000
shares
|
$6.46 Million
2.95% of portfolio
|
Q1 2025
New holding
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
May 14, 2025 Q1 2025 |
195,160
shares
|
$6.31 Million
2.51% of portfolio
|
Q1 2025
Reduced 0.63%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Apr 30, 2025 Q1 2025 |
193,164
shares
|
$6.24 Million
3.06% of portfolio
|
Q1 2025
Reduced 3.18%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
185,255
shares
|
$5.99 Million
0.02% of portfolio
|
Q1 2025
Added 3.17%
|
|
|
Pds Planning, Inc
|
Apr 23, 2025 Q1 2025 |
167,778
shares
|
$5.42 Million
0.43% of portfolio
|
Q4 2021
Reduced -0.0%
|
|
|
Forum Financial Management, LP
Lombard, IL |
May 02, 2025 Q1 2025 |
160,123
shares
|
$5.18 Million
0.09% of portfolio
|
Q3 2022
Reduced 1.36%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
159,514
shares
|
$5.16 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Wealth Alliance, LLC
|
May 14, 2025 Q1 2025 |
148,272
shares
|
$4.79 Million
2.82% of portfolio
|
Q1 2025
Reduced 0.66%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
142,635
shares
|
$4.61 Million
0.09% of portfolio
|
Q1 2025
Added 12.14%
|
|
|
Guild Investment Management, Inc.
|
May 06, 2025 Q1 2025 |
141,550
shares
|
$4.57 Million
4.94% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Apr 22, 2025 Q1 2025 |
137,952
shares
|
$4.46 Million
3.41% of portfolio
|
Q1 2025
Added 3.99%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
131,793
shares
|
$4.26 Million
0.01% of portfolio
|
Q1 2025
Reduced 24.82%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
127,598
shares
|
$4.12 Million
0.06% of portfolio
|
Q1 2025
Added 6.46%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
May 16, 2025 Q1 2025 |
107,417
shares
|
$3.47 Million
0.61% of portfolio
|
Q1 2025
Added 13.04%
|
|
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
May 15, 2025 Q1 2025 |
104,462
shares
|
$3.38 Million
0.0% of portfolio
|
Q1 2025
Added 1721.8%
|
|
|
Sfg Wealth Management, Llc.
|
Apr 23, 2025 Q1 2025 |
96,764
shares
|
$3.13 Million
1.5% of portfolio
|
Q1 2025
Added 17.82%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
89,530
shares
|
$2.89 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
89,196
shares
|
$2.88 Million
0.04% of portfolio
|
Q1 2025
Reduced 3.88%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
88,842
shares
|
$2.87 Million
0.13% of portfolio
|
Q1 2025
Reduced 18.95%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Apr 21, 2025 Q1 2025 |
85,034
shares
|
$2.75 Million
2.32% of portfolio
|
Q1 2025
Added 6.18%
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
83,500
shares
|
$2.7 Million
0.92% of portfolio
|
Q1 2025
New holding
|