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 |
|---|---|---|---|---|---|
|
Sheets Smith Wealth Management
|
Apr 23, 2025 Q1 2025 |
76,141
shares
|
$2.46 Million
0.29% of portfolio
|
Q1 2025
Added 58.49%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
71,416
shares
|
$2.31 Million
0.07% of portfolio
|
Q1 2025
Reduced 25.82%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
68,859
shares
|
$2.23 Million
0.05% of portfolio
|
Q1 2025
Added 3.43%
|
|
|
Umb Bank, N.A.
|
Apr 14, 2025 Q1 2025 |
64,539
shares
|
$2.09 Million
0.03% of portfolio
|
Q3 2024
Reduced 7.76%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
62,591
shares
|
$2.02 Million
0.02% of portfolio
|
Q1 2025
Added 0.47%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
61,033
shares
|
$1.97 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.93%
|
|
|
Lyell Wealth Management, LP
|
May 08, 2025 Q1 2025 |
59,795
shares
|
$1.93 Million
0.17% of portfolio
|
Q1 2025
Added 20.4%
|
|
|
Terra Nova Asset Management LLC
|
Apr 23, 2025 Q1 2025 |
55,695
shares
|
$1.8 Million
1.42% of portfolio
|
Q2 2022
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
55,153
shares
|
$1.78 Million
0.0% of portfolio
|
Q1 2025
Added 44.88%
|
|
|
Meixler Investment Management, Ltd.
Show Low, AZ |
May 08, 2025 Q1 2025 |
54,757
shares
|
$1.77 Million
1.15% of portfolio
|
Q1 2025
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
54,136
shares
|
$1.75 Million
0.05% of portfolio
|
Q1 2025
Added 24.44%
|
|
|
Warwick Investment Management, Inc.
|
May 14, 2025 Q1 2025 |
50,861
shares
|
$1.64 Million
0.32% of portfolio
|
Q1 2025
Reduced 6.57%
|
|
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
Apr 11, 2025 Q1 2025 |
50,845
shares
|
$1.64 Million
0.81% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Security National Bank
|
Apr 23, 2025 Q1 2025 |
50,309
shares
|
$1.63 Million
0.29% of portfolio
|
Q3 2024
Added 2.13%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
49,797
shares
|
$1.61 Million
0.07% of portfolio
|
Q4 2023
Reduced 0.14%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
49,616
shares
|
$1.6 Million
0.05% of portfolio
|
Q1 2025
Added 325.56%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
48,385
shares
|
$1.56 Million
0.0% of portfolio
|
Q1 2025
Added 7.72%
|
|
|
Wespac Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
46,073
shares
|
$1.49 Million
1.21% of portfolio
|
Q1 2025
Reduced 1.07%
|
|
|
Clear Harbor Asset Management, LLC
|
May 15, 2025 Q1 2025 |
42,750
shares
|
$1.38 Million
0.1% of portfolio
|
Q2 2024
Reduced 20.59%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
41,893
shares
|
$1.35 Million
0.02% of portfolio
|
Q1 2025
Reduced 1.03%
|
|
|
Walkner Condon Financial Advisors LLC
|
Apr 22, 2025 Q1 2025 |
41,615
shares
|
$1.34 Million
0.26% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
40,639
shares
|
$1.31 Million
0.01% of portfolio
|
Q1 2025
Added 2.78%
|
|
|
Crawford Fund Management, LLC
Boston, MA |
May 15, 2025 Q1 2025 |
39,900
shares
|
$1.29 Million
0.29% of portfolio
|
Q2 2024
Reduced 24.57%
|
|
|
Hbw Advisory Services LLC
|
Apr 09, 2025 Q1 2025 |
39,740
shares
|
$1.28 Million
0.19% of portfolio
|
Q1 2025
Added 108.81%
|
|
|
Sloy Dahl & Holst, LLC
|
May 12, 2025 Q1 2025 |
37,860
shares
|
$1.22 Million
0.22% of portfolio
|
Q1 2025
Added 25.22%
|