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 233 institutions that hold shares in the stock, with a total of 28.5 Million shares, which have been reported (via 13F filing form) to have a value of $1.13 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 13, 2025 Q2 2025 |
98,300
shares
|
$3.89 Million
0.0% of portfolio
|
Q2 2025
Reduced 80.83%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
95,434
shares
|
$3.77 Million
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
94,250
shares
|
$3.73 Million
0.99% of portfolio
|
Q3 2025
Added 1.07%
|
|
|
Virtu Financial LLC
New York, NY |
Aug 12, 2025 Q2 2025 |
93,188
shares
|
$3.69 Million
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Aug 11, 2025 Q2 2025 |
88,807
shares
|
$3.51 Million
0.29% of portfolio
|
Q2 2025
Added 947.87%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
87,625
shares
|
$3.47 Million
0.04% of portfolio
|
Q2 2025
Reduced 1.76%
|
|
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
Aug 14, 2025 Q2 2025 |
87,539
shares
|
$3.46 Million
0.0% of portfolio
|
Q2 2025
Reduced 16.2%
|
|
|
Sheets Smith Wealth Management
|
Oct 16, 2025 Q3 2025 |
83,981
shares
|
$3.32 Million
0.36% of portfolio
|
Q3 2025
Reduced 1.21%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
74,503
shares
|
$2.95 Million
0.02% of portfolio
|
Q2 2025
Added 372.76%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Jul 22, 2025 Q2 2025 |
72,922
shares
|
$2.88 Million
0.86% of portfolio
|
Q2 2025
New holding
|
|
|
Castleview Partners, LLC
Dallas, TX |
Oct 10, 2025 Q3 2025 |
71,904
shares
|
$2.84 Million
2.13% of portfolio
|
Q3 2025
Added 10.36%
|
|
|
Rda Financial Network
|
Oct 08, 2025 Q3 2025 |
69,357
shares
|
$2.74 Million
0.66% of portfolio
|
Q3 2025
Added 13.26%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
68,401
shares
|
$2.71 Million
0.07% of portfolio
|
Q2 2025
Added 26.35%
|
|
|
Meixler Investment Management, Ltd.
Show Low, AZ |
Aug 04, 2025 Q2 2025 |
67,977
shares
|
$2.69 Million
1.54% of portfolio
|
Q2 2025
Added 24.14%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
64,539
shares
|
$2.55 Million
0.03% of portfolio
|
Q3 2024
Reduced 7.76%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
63,579
shares
|
$2.51 Million
0.01% of portfolio
|
Q2 2025
Added 1.58%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
61,692
shares
|
$2.44 Million
0.0% of portfolio
|
Q2 2025
Added 1.08%
|
|
|
Lyell Wealth Management, LP
|
Jul 29, 2025 Q2 2025 |
59,795
shares
|
$2.36 Million
0.15% of portfolio
|
Q1 2025
Added 20.4%
|
|
|
Warwick Investment Management, Inc.
|
Oct 24, 2025 Q3 2025 |
58,556
shares
|
$2.32 Million
0.38% of portfolio
|
Q3 2025
Added 9.12%
|
|
|
Terra Nova Asset Management LLC
|
Apr 23, 2025 Q1 2025 |
55,695
shares
|
$2.2 Million
1.42% of portfolio
|
Q2 2022
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
55,153
shares
|
$2.18 Million
0.0% of portfolio
|
Q1 2025
Added 44.88%
|
|
|
Hbw Advisory Services LLC
|
Oct 16, 2025 Q3 2025 |
51,035
shares
|
$2.02 Million
0.24% of portfolio
|
Q3 2025
Added 7.49%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
49,797
shares
|
$1.97 Million
0.07% of portfolio
|
Q4 2023
Reduced 0.14%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
49,536
shares
|
$1.96 Million
0.05% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
Jul 28, 2025 Q2 2025 |
48,114
shares
|
$1.9 Million
0.91% of portfolio
|
Q2 2025
Reduced 5.37%
|