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 |
|---|---|---|---|---|---|
|
Smith, Moore & Co.
Clayton, MO |
Aug 13, 2025 Q2 2025 |
14,097
shares
|
$557,536
0.04% of portfolio
|
Q2 2025
Reduced 3.09%
|
|
|
Mount Yale Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
13,941
shares
|
$551,366
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
13,635
shares
|
$539,264
0.12% of portfolio
|
Q2 2022
New holding
|
|
|
Abbington Investment Group
Westport, CT |
Oct 23, 2025 Q3 2025 |
13,405
shares
|
$530,167
0.43% of portfolio
|
Q3 2025
New holding
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
13,370
shares
|
$528,783
0.01% of portfolio
|
Q2 2025
Added 90.21%
|
|
|
Financial & Tax Architects, LLC
St Louis, MO |
Aug 13, 2025 Q2 2025 |
13,226
shares
|
$523,088
0.1% of portfolio
|
Q2 2025
Added 16.23%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
13,123
shares
|
$519,014
0.01% of portfolio
|
Q3 2025
Added 4.36%
|
|
|
Invst, LLC
Indianapolis, IN |
Oct 16, 2025 Q2 2025 |
12,856
shares
|
$508,454
0.05% of portfolio
|
Q2 2025
Added 17.69%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Aug 13, 2025 Q2 2025 |
12,839
shares
|
$507,782
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
Oct 24, 2025 Q3 2025 |
12,417
shares
|
$491,092
0.08% of portfolio
|
Q3 2025
Added 15.41%
|
|
|
Patton Albertson Miller Group, LLC
|
Jul 17, 2025 Q2 2025 |
12,365
shares
|
$489,035
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Davenport & CO LLC
|
Oct 15, 2025 Q3 2025 |
11,900
shares
|
$470,644
0.0% of portfolio
|
Q1 2025
Added 4.39%
|
|
|
Berkshire Bank
|
Oct 24, 2025 Q3 2025 |
11,128
shares
|
$440,112
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Destiny Capital Securities Corporation
Golden, CO |
Nov 13, 2023 Q3 2023 |
11,060
shares
|
$437,422
0.16% of portfolio
|
Q3 2023
New holding
|
|
|
Destiny Capital Corp/Co
Golden, CO |
Aug 06, 2025 Q2 2025 |
11,060
shares
|
$437,422
0.21% of portfolio
|
Q4 2022
New holding
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
11,018
shares
|
$435,761
0.01% of portfolio
|
Q2 2025
Reduced 1.63%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
10,630
shares
|
$420,416
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
10,569
shares
|
$418,003
0.0% of portfolio
|
Q2 2025
Reduced 25.44%
|
|
|
Snider Financial Group
Bellevue, WA |
Aug 05, 2025 Q2 2025 |
10,532
shares
|
$416,540
0.1% of portfolio
|
Q2 2021
New holding
|
|
|
Cadence Bank
Tupelo, MS |
Aug 14, 2025 Q2 2025 |
10,419
shares
|
$412,071
0.02% of portfolio
|
Q2 2025
Added 11.76%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
10,355
shares
|
$409,540
0.02% of portfolio
|
Q3 2024
Reduced 3.12%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
9,945
shares
|
$393,324
0.03% of portfolio
|
Q2 2025
Reduced 1.69%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
9,938
shares
|
$393,047
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Veracity Capital LLC
|
Oct 07, 2025 Q3 2025 |
9,682
shares
|
$382,923
0.12% of portfolio
|
Q3 2025
Added 6.1%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
9,479
shares
|
$374,894
0.02% of portfolio
|
Q3 2025
Added 1.67%
|