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 |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
37,587
shares
|
$1.2 Million
0.0% of portfolio
|
Q4 2024
Added 3.55%
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
37,066
shares
|
$1.18 Million
0.02% of portfolio
|
Q1 2025
Added 88.78%
|
|
|
Baker Ellis Asset Management LLC
|
Apr 15, 2025 Q1 2025 |
37,000
shares
|
$1.18 Million
0.17% of portfolio
|
Q3 2024
Reduced 11.9%
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Apr 24, 2025 Q1 2025 |
36,294
shares
|
$1.16 Million
0.62% of portfolio
|
Q1 2025
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
33,869
shares
|
$1.08 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Mayflower Financial Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
33,555
shares
|
$1.07 Million
0.13% of portfolio
|
Q4 2024
Added 6.2%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
32,103
shares
|
$1.02 Million
0.02% of portfolio
|
Q4 2024
Added 20.82%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
30,661
shares
|
$976,859
0.14% of portfolio
|
Q4 2024
Added 3.28%
|
|
|
Sloy Dahl & Holst, LLC
|
Jan 24, 2025 Q4 2024 |
30,235
shares
|
$963,287
0.11% of portfolio
|
Q4 2024
Added 5.0%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
29,452
shares
|
$938,340
0.05% of portfolio
|
Q4 2024
Reduced 22.55%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
28,136
shares
|
$896,412
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Shufro Rose & CO LLC
|
Feb 25, 2025 Q4 2024 |
27,836
shares
|
$886,854
0.06% of portfolio
|
Q4 2024
Added 19.97%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
25,032
shares
|
$797,519
0.03% of portfolio
|
Q4 2024
Added 115.37%
|
|
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
24,955
shares
|
$795,066
0.17% of portfolio
|
Q4 2024
Reduced 6.99%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
24,125
shares
|
$768,622
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
White Pine Capital LLC
Golden Valley, MN |
Jan 30, 2025 Q4 2024 |
23,746
shares
|
$756,547
0.21% of portfolio
|
Q4 2024
Reduced 3.26%
|
|
|
Rda Financial Network
|
Apr 14, 2025 Q1 2025 |
21,983
shares
|
$700,378
0.2% of portfolio
|
Q1 2025
Reduced 8.47%
|
|
|
Wms Partners, LLC
|
Feb 14, 2025 Q4 2024 |
21,415
shares
|
$682,281
0.03% of portfolio
|
Q4 2024
Added 3.9%
|
|
|
Adirondack Retirement Specialists, Inc.
|
Oct 24, 2023 Q3 2023 |
19,964
shares
|
$636,053
0.33% of portfolio
|
Q3 2023
Reduced 1.28%
|
|
|
Sprott Inc.
Toronto, A6 |
Feb 04, 2025 Q4 2024 |
19,923
shares
|
$634,746
0.04% of portfolio
|
Q4 2024
Added 43.56%
|
|
|
Merk Investments LLC
Menlo Park, CA |
Feb 14, 2025 Q4 2024 |
19,763
shares
|
$629,649
0.58% of portfolio
|
Q4 2024
Added 37.32%
|
|
|
Spectrum Planning & Advisory Services Inc.
|
Apr 22, 2025 Q1 2025 |
19,427
shares
|
$618,944
0.56% of portfolio
|
Q3 2024
Added 50.59%
|
|
|
Lehman & Derafelo Financial Resources LLC
|
Jan 20, 2023 Q4 2022 |
17,800
shares
|
$567,108
0.09% of portfolio
|
Q4 2021
Added 18.67%
|
|
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
Mar 12, 2025 Q4 2024 |
16,833
shares
|
$536,299
0.4% of portfolio
|
Q4 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
15,785
shares
|
$502,910
0.0% of portfolio
|
Q4 2024
Reduced 0.34%
|