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 |
|---|---|---|---|---|---|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
92,792
shares
|
$2.96 Million
0.03% of portfolio
|
Q4 2024
Reduced 6.29%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Apr 21, 2025 Q1 2025 |
85,034
shares
|
$2.71 Million
2.32% of portfolio
|
Q1 2025
Added 6.18%
|
|
|
Sheets Smith Wealth Management
|
Apr 23, 2025 Q1 2025 |
76,141
shares
|
$2.43 Million
0.29% of portfolio
|
Q1 2025
Added 58.49%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
68,859
shares
|
$2.19 Million
0.05% of portfolio
|
Q1 2025
Added 3.43%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
68,809
shares
|
$2.19 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Umb Bank, N.A.
|
Apr 14, 2025 Q1 2025 |
64,539
shares
|
$2.06 Million
0.03% of portfolio
|
Q3 2024
Reduced 7.76%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
62,877
shares
|
$2 Million
0.0% of portfolio
|
Q4 2024
Added 8.2%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
62,300
shares
|
$1.98 Million
0.01% of portfolio
|
Q4 2023
Added 206.9%
|
|
|
Terra Nova Asset Management LLC
|
Apr 23, 2025 Q1 2025 |
55,695
shares
|
$1.77 Million
1.42% of portfolio
|
Q2 2022
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
55,315
shares
|
$1.76 Million
0.0% of portfolio
|
Q4 2024
Added 144.39%
|
|
|
Warwick Investment Management, Inc.
|
Feb 07, 2025 Q4 2024 |
54,436
shares
|
$1.73 Million
0.28% of portfolio
|
Q4 2024
Added 8.3%
|
|
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
Apr 11, 2025 Q1 2025 |
50,845
shares
|
$1.62 Million
0.81% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Security National Bank
|
Apr 23, 2025 Q1 2025 |
50,309
shares
|
$1.6 Million
0.29% of portfolio
|
Q3 2024
Added 2.13%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
49,797
shares
|
$1.59 Million
0.07% of portfolio
|
Q4 2023
Reduced 0.14%
|
|
|
Lyell Wealth Management, LP
|
Jan 31, 2025 Q4 2024 |
49,665
shares
|
$1.58 Million
0.11% of portfolio
|
Q2 2024
Added 56.6%
|
|
|
Wespac Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
46,573
shares
|
$1.48 Million
0.9% of portfolio
|
Q2 2024
Reduced 11.71%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
44,917
shares
|
$1.43 Million
0.0% of portfolio
|
Q4 2024
Added 46.71%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
43,504
shares
|
$1.39 Million
0.04% of portfolio
|
Q4 2024
Reduced 2.46%
|
|
|
Clear Harbor Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
42,750
shares
|
$1.36 Million
0.09% of portfolio
|
Q2 2024
Reduced 20.59%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
42,329
shares
|
$1.35 Million
0.01% of portfolio
|
Q4 2024
Reduced 6.4%
|
|
|
Walkner Condon Financial Advisors LLC
|
Apr 22, 2025 Q1 2025 |
41,615
shares
|
$1.33 Million
0.26% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Crawford Fund Management, LLC
Boston, MA |
Feb 14, 2025 Q4 2024 |
39,900
shares
|
$1.27 Million
0.17% of portfolio
|
Q2 2024
Reduced 24.57%
|
|
|
Hbw Advisory Services LLC
|
Apr 09, 2025 Q1 2025 |
39,740
shares
|
$1.27 Million
0.19% of portfolio
|
Q1 2025
Added 108.81%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
39,539
shares
|
$1.26 Million
0.0% of portfolio
|
Q4 2024
Added 8.21%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
38,067
shares
|
$1.21 Million
0.0% of portfolio
|
Q4 2024
Added 16.42%
|