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 |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
37,587
shares
|
$1.21 Million
0.0% of portfolio
|
Q3 2024
Added 0.47%
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
37,066
shares
|
$1.2 Million
0.02% of portfolio
|
Q1 2025
Added 88.78%
|
|
|
Baker Ellis Asset Management LLC
|
Apr 15, 2025 Q1 2025 |
37,000
shares
|
$1.2 Million
0.17% of portfolio
|
Q3 2024
Reduced 11.9%
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Apr 24, 2025 Q1 2025 |
36,294
shares
|
$1.17 Million
0.62% of portfolio
|
Q1 2025
New holding
|
|
|
Mayflower Financial Advisors, LLC
|
May 02, 2025 Q1 2025 |
33,890
shares
|
$1.1 Million
0.16% of portfolio
|
Q1 2025
Added 1.0%
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
33,869
shares
|
$1.09 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
33,798
shares
|
$1.09 Million
0.02% of portfolio
|
Q1 2025
Added 5.28%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
30,661
shares
|
$990,963
0.14% of portfolio
|
Q4 2024
Added 3.28%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
29,452
shares
|
$951,888
0.05% of portfolio
|
Q4 2024
Reduced 22.55%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
28,136
shares
|
$909,355
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
May 16, 2025 Q1 2025 |
26,838
shares
|
$867,404
0.25% of portfolio
|
Q1 2025
Added 7.55%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
24,125
shares
|
$779,720
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Hb Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
22,846
shares
|
$738,382
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
White Pine Capital LLC
Golden Valley, MN |
May 13, 2025 Q1 2025 |
22,411
shares
|
$724,323
0.24% of portfolio
|
Q1 2025
Reduced 5.62%
|
|
|
Rda Financial Network
|
Apr 14, 2025 Q1 2025 |
21,983
shares
|
$710,490
0.2% of portfolio
|
Q1 2025
Reduced 8.47%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
20,950
shares
|
$677,104
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Adirondack Retirement Specialists, Inc.
|
Oct 24, 2023 Q3 2023 |
19,964
shares
|
$645,236
0.33% of portfolio
|
Q3 2023
Reduced 1.28%
|
|
|
Sprott Inc.
Toronto, A6 |
May 14, 2025 Q1 2025 |
19,923
shares
|
$643,911
0.04% of portfolio
|
Q4 2024
Added 43.56%
|
|
|
Spectrum Planning & Advisory Services Inc.
|
Apr 22, 2025 Q1 2025 |
19,427
shares
|
$627,880
0.56% of portfolio
|
Q3 2024
Added 50.59%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
19,293
shares
|
$623,549
0.0% of portfolio
|
Q1 2025
Added 22.22%
|
|
|
Ieq Capital, LLC
|
May 14, 2025 Q1 2025 |
18,559
shares
|
$599,826
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
18,305
shares
|
$591,617
0.0% of portfolio
|
Q1 2025
Reduced 66.91%
|
|
|
Lehman & Derafelo Financial Resources LLC
|
Jan 20, 2023 Q4 2022 |
17,800
shares
|
$575,296
0.09% of portfolio
|
Q4 2021
Added 18.67%
|
|
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
May 14, 2025 Q1 2025 |
16,171
shares
|
$522,646
0.53% of portfolio
|
Q1 2025
Reduced 3.93%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
15,759
shares
|
$509,330
0.0% of portfolio
|
Q1 2025
New holding
|