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 237 institutions that hold shares in the stock, with a total of 28.7 Million shares, which have been reported (via 13F filing form) to have a value of $1.13 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
25,597
shares
|
$1.01 Million
0.01% of portfolio
|
Q3 2025
Added 4.83%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 14, 2025 Q3 2025 |
25,390
shares
|
$1 Million
0.14% of portfolio
|
Q3 2025
Reduced 0.35%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
24,748
shares
|
$978,783
0.0% of portfolio
|
Q2 2025
Reduced 39.1%
|
|
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
Aug 14, 2025 Q2 2025 |
23,586
shares
|
$932,826
0.19% of portfolio
|
Q2 2025
Reduced 12.12%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 24, 2025 Q3 2025 |
23,184
shares
|
$916,927
0.19% of portfolio
|
Q3 2025
Added 14.74%
|
|
|
White Pine Capital LLC
Golden Valley, MN |
Aug 12, 2025 Q2 2025 |
22,311
shares
|
$882,400
0.23% of portfolio
|
Q2 2025
Reduced 0.45%
|
|
|
Adirondack Retirement Specialists, Inc.
|
Oct 24, 2023 Q3 2023 |
19,964
shares
|
$789,576
0.33% of portfolio
|
Q3 2023
Reduced 1.28%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
19,512
shares
|
$771,699
0.0% of portfolio
|
Q3 2025
Added 28.16%
|
|
|
Spectrum Planning & Advisory Services Inc.
|
Jul 15, 2025 Q2 2025 |
19,504
shares
|
$771,383
0.47% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
19,488
shares
|
$770,750
0.0% of portfolio
|
Q2 2025
Added 55.37%
|
|
|
Merk Investments LLC
Menlo Park, CA |
Aug 14, 2025 Q2 2025 |
19,249
shares
|
$761,297
0.27% of portfolio
|
Q2 2025
Added 50.45%
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
Aug 14, 2025 Q2 2025 |
19,064
shares
|
$753,981
0.09% of portfolio
|
Q2 2025
Added 42.15%
|
|
|
Lehman & Derafelo Financial Resources LLC
|
Jan 20, 2023 Q4 2022 |
17,800
shares
|
$703,990
0.09% of portfolio
|
Q4 2021
Added 18.67%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Aug 12, 2025 Q2 2025 |
17,649
shares
|
$698,017
0.03% of portfolio
|
Q2 2025
Reduced 40.08%
|
|
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
May 14, 2025 Q1 2025 |
16,171
shares
|
$639,563
0.53% of portfolio
|
Q1 2025
Reduced 3.93%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
15,778
shares
|
$624,019
0.01% of portfolio
|
Q2 2025
Reduced 77.91%
|
|
|
Wealth Quarterback LLC
Toms River, NJ |
Oct 20, 2025 Q3 2025 |
15,583
shares
|
$616,307
0.24% of portfolio
|
Q3 2025
Added 29.8%
|
|
|
Whittier Trust CO
|
Jul 30, 2025 Q2 2025 |
15,285
shares
|
$604,521
0.01% of portfolio
|
Q2 2025
Reduced 1.61%
|
|
|
Shufro Rose & CO LLC
|
Aug 11, 2025 Q2 2025 |
15,049
shares
|
$595,187
0.04% of portfolio
|
Q2 2025
Reduced 0.21%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
14,924
shares
|
$590,244
0.0% of portfolio
|
Q2 2025
Added 46.72%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Oct 20, 2025 Q3 2025 |
14,761
shares
|
$583,797
0.06% of portfolio
|
Q3 2025
Added 5.2%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Aug 07, 2025 Q2 2025 |
14,600
shares
|
$577,430
0.0% of portfolio
|
Q4 2024
Reduced 96.05%
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Oct 15, 2025 Q3 2025 |
14,489
shares
|
$573,039
0.12% of portfolio
|
Q3 2025
Reduced 2.59%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
14,316
shares
|
$566,197
0.01% of portfolio
|
Q3 2020
Reduced 55.99%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
14,203
shares
|
$561,728
0.0% of portfolio
|
Q2 2025
Reduced 26.38%
|