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 237 institutions that hold shares in the stock, with a total of 28.7 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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
47,535
shares
|
$1.88 Million
0.0% of portfolio
|
Q2 2025
Added 26.47%
|
|
|
Wespac Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
46,073
shares
|
$1.82 Million
1.18% of portfolio
|
Q1 2025
Reduced 1.07%
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 28, 2025 Q3 2025 |
44,296
shares
|
$1.75 Million
0.27% of portfolio
|
Q3 2025
Added 1.45%
|
|
|
Sprott Inc.
Toronto, A6 |
Aug 11, 2025 Q2 2025 |
43,798
shares
|
$1.73 Million
0.08% of portfolio
|
Q2 2025
Added 119.84%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
42,373
shares
|
$1.68 Million
0.0% of portfolio
|
Q2 2025
Reduced 12.43%
|
|
|
Clear Harbor Asset Management, LLC
|
Oct 23, 2025 Q3 2025 |
41,750
shares
|
$1.65 Million
0.09% of portfolio
|
Q2 2025
Reduced 2.34%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
41,473
shares
|
$1.64 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.0%
|
|
|
Main Street Financial Solutions, LLC
|
Aug 14, 2025 Q2 2025 |
40,436
shares
|
$1.6 Million
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
40,195
shares
|
$1.59 Million
0.02% of portfolio
|
Q2 2025
Added 8.44%
|
|
|
Sloy Dahl & Holst, LLC
|
Oct 14, 2025 Q3 2025 |
38,595
shares
|
$1.53 Million
0.17% of portfolio
|
Q3 2025
Added 1.94%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
38,046
shares
|
$1.5 Million
0.02% of portfolio
|
Q2 2025
Added 12.57%
|
|
|
Mayflower Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
37,425
shares
|
$1.48 Million
0.14% of portfolio
|
Q3 2025
Added 0.9%
|
|
|
Baker Ellis Asset Management LLC
|
Oct 23, 2025 Q3 2025 |
37,000
shares
|
$1.46 Million
0.18% of portfolio
|
Q3 2024
Reduced 11.9%
|
|
|
Evoke Wealth, LLC
|
Aug 07, 2025 Q2 2025 |
36,299
shares
|
$1.44 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Accurate Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
35,094
shares
|
$1.39 Million
0.2% of portfolio
|
Q3 2025
Added 35.79%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
33,420
shares
|
$1.32 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.33%
|
|
|
Procyon Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
33,181
shares
|
$1.31 Million
0.02% of portfolio
|
Q3 2025
Added 51.31%
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Oct 10, 2025 Q3 2025 |
33,075
shares
|
$1.31 Million
0.6% of portfolio
|
Q3 2025
Reduced 9.48%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
33,003
shares
|
$1.31 Million
0.03% of portfolio
|
Q2 2025
Added 36.8%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
31,162
shares
|
$1.23 Million
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
30,661
shares
|
$1.21 Million
0.14% of portfolio
|
Q4 2024
Added 3.28%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
29,736
shares
|
$1.18 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
26,816
shares
|
$1.06 Million
0.01% of portfolio
|
Q3 2025
Added 19.51%
|