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 207 institutions that hold shares in the stock, with a total of 26.5 Million shares, which have been reported (via 13F filing form) to have a value of $877 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Spectrum Planning & Advisory Services Inc.
|
Jul 15, 2025 Q2 2025 |
19,504
shares
|
$644,997
0.47% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
19,293
shares
|
$638,019
0.0% of portfolio
|
Q1 2025
Added 22.22%
|
|
|
Ieq Capital, LLC
|
May 14, 2025 Q1 2025 |
18,559
shares
|
$613,746
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
18,305
shares
|
$605,346
0.0% of portfolio
|
Q1 2025
Reduced 66.91%
|
|
|
Lehman & Derafelo Financial Resources LLC
|
Jan 20, 2023 Q4 2022 |
17,800
shares
|
$588,646
0.09% of portfolio
|
Q4 2021
Added 18.67%
|
|
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
May 14, 2025 Q1 2025 |
16,171
shares
|
$534,774
0.53% of portfolio
|
Q1 2025
Reduced 3.93%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
15,759
shares
|
$521,150
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
15,535
shares
|
$513,742
0.01% of portfolio
|
Q3 2024
Reduced 18.39%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
15,225
shares
|
$503,490
0.0% of portfolio
|
Q4 2023
Reduced 2.28%
|
|
|
Shufro Rose & CO LLC
|
May 08, 2025 Q1 2025 |
15,080
shares
|
$498,695
0.04% of portfolio
|
Q1 2025
Reduced 45.83%
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Jul 07, 2025 Q2 2025 |
14,874
shares
|
$491,883
0.12% of portfolio
|
Q2 2025
Reduced 2.47%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
May 06, 2025 Q1 2025 |
14,600
shares
|
$482,822
0.04% of portfolio
|
Q4 2024
Reduced 96.05%
|
|
|
Smith, Moore & Co.
Clayton, MO |
May 14, 2025 Q1 2025 |
14,547
shares
|
$481,069
0.04% of portfolio
|
Q1 2025
Added 4.24%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
14,316
shares
|
$473,430
0.01% of portfolio
|
Q3 2020
Reduced 55.99%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
14,176
shares
|
$468,800
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Apr 28, 2025 Q1 2025 |
13,668
shares
|
$452,000
0.08% of portfolio
|
Q1 2025
Reduced 6.49%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
May 09, 2025 Q1 2025 |
13,635
shares
|
$450,909
0.12% of portfolio
|
Q2 2022
New holding
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
May 14, 2025 Q1 2025 |
13,411
shares
|
$443,501
0.13% of portfolio
|
Q4 2024
Added 33.91%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
13,370
shares
|
$442,145
0.01% of portfolio
|
Q2 2025
Added 90.21%
|
|
|
Merk Investments LLC
Menlo Park, CA |
May 15, 2025 Q1 2025 |
12,794
shares
|
$423,097
0.23% of portfolio
|
Q1 2025
Reduced 35.26%
|
|
|
Wealth Quarterback LLC
Toms River, NJ |
May 05, 2025 Q1 2025 |
12,663
shares
|
$418,765
0.22% of portfolio
|
Q1 2025
Added 1.2%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
12,575
shares
|
$415,855
0.01% of portfolio
|
Q1 2025
Added 15.8%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
12,543
shares
|
$414,797
0.0% of portfolio
|
Q4 2024
Reduced 40.48%
|
|
|
Patton Albertson Miller Group, LLC
|
Jul 17, 2025 Q2 2025 |
12,365
shares
|
$408,910
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
11,900
shares
|
$393,533
0.0% of portfolio
|
Q1 2025
Added 4.39%
|