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 |
|---|---|---|---|---|---|
|
Whittier Trust CO
|
Feb 11, 2025 Q4 2024 |
15,535
shares
|
$494,945
0.01% of portfolio
|
Q3 2024
Reduced 18.39%
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Apr 14, 2025 Q1 2025 |
15,250
shares
|
$485,865
0.13% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
15,225
shares
|
$485,068
0.0% of portfolio
|
Q4 2023
Reduced 2.28%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Feb 06, 2025 Q4 2024 |
14,600
shares
|
$465,156
0.03% of portfolio
|
Q4 2024
Reduced 96.05%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Feb 11, 2025 Q4 2024 |
14,398
shares
|
$458,720
0.02% of portfolio
|
Q4 2024
Reduced 20.05%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
14,316
shares
|
$456,107
0.01% of portfolio
|
Q3 2020
Reduced 55.99%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Feb 12, 2025 Q4 2024 |
13,955
shares
|
$444,606
0.03% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Feb 13, 2025 Q4 2024 |
13,635
shares
|
$434,411
0.1% of portfolio
|
Q2 2022
New holding
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
Feb 18, 2025 Q4 2024 |
13,411
shares
|
$427,274
0.11% of portfolio
|
Q4 2024
Added 33.91%
|
|
|
M Wealth Management, LLC
San Diego, CA |
Jan 23, 2025 Q4 2024 |
13,150
shares
|
$418,959
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Apr 21, 2025 Q1 2025 |
12,800
shares
|
$407,808
0.11% of portfolio
|
Q1 2025
Reduced 2.55%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
12,543
shares
|
$399,619
0.0% of portfolio
|
Q4 2024
Reduced 40.48%
|
|
|
Wealth Quarterback LLC
Toms River, NJ |
Jan 31, 2025 Q4 2024 |
12,513
shares
|
$398,664
0.15% of portfolio
|
Q4 2024
Added 4.13%
|
|
|
Patton Albertson Miller Group, LLC
|
Jan 21, 2025 Q4 2024 |
12,365
shares
|
$393,948
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Accurate Wealth Management, LLC
|
Apr 14, 2025 Q1 2025 |
11,950
shares
|
$380,727
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
11,659
shares
|
$371,455
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Two Sigma Securities, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
11,462
shares
|
$365,179
0.04% of portfolio
|
Q4 2024
Added 4.99%
|
|
|
Financial & Tax Architects, LLC
St Louis, MO |
Jan 15, 2025 Q4 2024 |
11,408
shares
|
$363,458
0.07% of portfolio
|
Q4 2024
Added 2.5%
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
11,400
shares
|
$363,204
0.0% of portfolio
|
Q3 2019
Reduced 8.43%
|
|
|
Destiny Capital Corp/Co
Golden, CO |
Apr 16, 2025 Q1 2025 |
11,060
shares
|
$352,371
0.23% of portfolio
|
Q4 2022
New holding
|
|
|
Destiny Capital Securities Corporation
Golden, CO |
Nov 13, 2023 Q3 2023 |
11,060
shares
|
$352,371
0.16% of portfolio
|
Q3 2023
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Apr 25, 2025 Q1 2025 |
10,924
shares
|
$348,038
0.05% of portfolio
|
Q1 2025
Added 69.89%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
10,859
shares
|
$345,967
0.01% of portfolio
|
Q2 2024
Added 6.12%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
10,754
shares
|
$342,622
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Snider Financial Group
Bellevue, WA |
Apr 11, 2025 Q1 2025 |
10,532
shares
|
$335,549
0.1% of portfolio
|
Q2 2021
New holding
|