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 163 institutions that hold shares in the stock, with a total of 21.7 Million shares, which have been reported (via 13F filing form) to have a value of $556 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wms Partners, LLC
|
Nov 13, 2024 Q3 2024 |
20,611
shares
|
$528,053
0.03% of portfolio
|
Q3 2024
Added 9.09%
|
|
|
Adirondack Retirement Specialists, Inc.
|
Oct 24, 2023 Q3 2023 |
19,964
shares
|
$511,477
0.33% of portfolio
|
Q3 2023
Reduced 1.28%
|
|
|
Spectrum Planning & Advisory Services Inc.
|
Nov 08, 2024 Q3 2024 |
19,427
shares
|
$497,719
0.49% of portfolio
|
Q3 2024
Added 50.59%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
18,008
shares
|
$461,364
0.02% of portfolio
|
Q3 2024
Reduced 3.82%
|
|
|
Lehman & Derafelo Financial Resources LLC
|
Jan 20, 2023 Q4 2022 |
17,800
shares
|
$456,036
0.09% of portfolio
|
Q4 2021
Added 18.67%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
15,839
shares
|
$405,795
0.0% of portfolio
|
Q3 2024
Reduced 1.53%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 11, 2024 Q3 2024 |
15,838
shares
|
$405,769
0.07% of portfolio
|
Q3 2024
Added 181.66%
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
15,535
shares
|
$398,006
0.01% of portfolio
|
Q3 2024
Reduced 18.39%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
15,298
shares
|
$391,934
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
15,225
shares
|
$390,064
0.0% of portfolio
|
Q4 2023
Reduced 2.28%
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Oct 18, 2024 Q3 2024 |
14,812
shares
|
$379,483
0.13% of portfolio
|
Q3 2024
Added 10.54%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Nov 01, 2024 Q3 2024 |
14,600
shares
|
$374,052
0.04% of portfolio
|
Q1 2023
Reduced 94.76%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
14,424
shares
|
$369,542
0.0% of portfolio
|
Q3 2024
Added 9.69%
|
|
|
Merk Investments LLC
Menlo Park, CA |
Nov 14, 2024 Q3 2024 |
14,392
shares
|
$368,723
0.39% of portfolio
|
Q3 2024
Reduced 23.45%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
14,316
shares
|
$366,775
0.01% of portfolio
|
Q3 2020
Reduced 55.99%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2024 Q3 2024 |
13,905
shares
|
$356,246
0.03% of portfolio
|
Q2 2023
Added 2.17%
|
|
|
Sprott Inc.
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
13,878
shares
|
$355,554
0.02% of portfolio
|
Q3 2024
Reduced 28.79%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 07, 2024 Q3 2024 |
13,635
shares
|
$349,328
0.1% of portfolio
|
Q2 2022
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
13,486
shares
|
$345,511
0.0% of portfolio
|
Q3 2024
Reduced 67.32%
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
Nov 14, 2024 Q3 2024 |
13,411
shares
|
$343,589
0.12% of portfolio
|
Q2 2024
New holding
|
|
|
Patton Albertson Miller Group, LLC
|
Nov 13, 2024 Q3 2024 |
12,365
shares
|
$316,791
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Oct 28, 2024 Q3 2024 |
12,202
shares
|
$312,615
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Quarterback LLC
Toms River, NJ |
Nov 01, 2024 Q3 2024 |
12,017
shares
|
$307,875
0.16% of portfolio
|
Q3 2024
Added 8.88%
|
|
|
Thompson Davis & Co., Inc.
|
Nov 08, 2024 Q3 2024 |
11,665
shares
|
$298,857
0.22% of portfolio
|
Q3 2024
Added 6.87%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
11,623
shares
|
$297,781
0.01% of portfolio
|
Q3 2024
New holding
|