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 |
|---|---|---|---|---|---|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
10,355
shares
|
$329,910
0.02% of portfolio
|
Q3 2024
Reduced 3.12%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
10,297
shares
|
$328,062
0.1% of portfolio
|
Q4 2024
Added 23.29%
|
|
|
Cadence Bank
Tupelo, MS |
Feb 13, 2025 Q4 2024 |
10,256
shares
|
$326,756
0.02% of portfolio
|
Q4 2024
Reduced 11.49%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
10,116
shares
|
$322,295
0.03% of portfolio
|
Q1 2025
Added 101060.0%
|
|
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
Apr 11, 2025 Q1 2025 |
10,000
shares
|
$318,600
0.24% of portfolio
|
Q1 2025
New holding
|
|
|
Vontobel Holding Ltd.
|
Jan 29, 2025 Q4 2024 |
9,000
shares
|
$286,740
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Veracity Capital LLC
|
Apr 10, 2025 Q1 2025 |
8,952
shares
|
$285,210
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
8,918
shares
|
$284,127
0.0% of portfolio
|
Q4 2024
Added 10.76%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
8,552
shares
|
$272,466
0.0% of portfolio
|
Q4 2024
Reduced 40.71%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Apr 17, 2025 Q1 2025 |
8,487
shares
|
$270,395
0.01% of portfolio
|
Q1 2025
Reduced 0.15%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
8,459
shares
|
$269,503
0.0% of portfolio
|
Q4 2024
Reduced 4.24%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Feb 12, 2025 Q4 2024 |
8,275
shares
|
$263,641
0.03% of portfolio
|
Q3 2024
Reduced 19.46%
|
|
|
Wolff Wiese Magana LLC
|
Apr 22, 2025 Q1 2025 |
8,236
shares
|
$262,398
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Pure Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
8,078
shares
|
$257,365
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Thompson Davis & Co., Inc.
|
Feb 03, 2025 Q4 2024 |
7,975
shares
|
$254,083
0.13% of portfolio
|
Q4 2024
Reduced 31.63%
|
|
|
Northwest Financial Advisors
Herndon, VA |
Apr 11, 2025 Q1 2025 |
7,896
shares
|
$251,566
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Apr 24, 2025 Q1 2025 |
7,600
shares
|
$242,136
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
7,500
shares
|
$238,950
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Apr 24, 2025 Q1 2025 |
7,500
shares
|
$238,950
0.0% of portfolio
|
Q1 2022
Added 33.93%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
7,492
shares
|
$238,695
0.0% of portfolio
|
Q2 2024
Reduced 1.51%
|
|
|
Cwa Asset Management Group, LLC
|
Apr 21, 2025 Q1 2025 |
7,478
shares
|
$238,249
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
7,448
shares
|
$237,293
0.03% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
7,029
shares
|
$223,943
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Apr 17, 2025 Q1 2025 |
6,925
shares
|
$220,630
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
6,381
shares
|
$203,298
0.01% of portfolio
|
Q2 2024
Added 262.56%
|