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 225 institutions that hold shares in the stock, with a total of 28.4 Million shares, which have been reported (via 13F filing form) to have a value of $995 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
13,370
shares
|
$467,548
0.01% of portfolio
|
Q2 2025
Added 90.21%
|
|
|
Financial & Tax Architects, LLC
St Louis, MO |
Aug 13, 2025 Q2 2025 |
13,226
shares
|
$462,513
0.1% of portfolio
|
Q2 2025
Added 16.23%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Aug 13, 2025 Q2 2025 |
12,839
shares
|
$448,979
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
12,575
shares
|
$439,747
0.01% of portfolio
|
Q1 2025
Added 15.8%
|
|
|
Patton Albertson Miller Group, LLC
|
Jul 17, 2025 Q2 2025 |
12,365
shares
|
$432,404
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Quarterback LLC
Toms River, NJ |
Aug 07, 2025 Q2 2025 |
12,005
shares
|
$419,814
0.19% of portfolio
|
Q2 2025
Reduced 5.2%
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
11,900
shares
|
$416,143
0.0% of portfolio
|
Q1 2025
Added 4.39%
|
|
|
Destiny Capital Corp/Co
Golden, CO |
Aug 06, 2025 Q2 2025 |
11,060
shares
|
$386,768
0.21% of portfolio
|
Q4 2022
New holding
|
|
|
Destiny Capital Securities Corporation
Golden, CO |
Nov 13, 2023 Q3 2023 |
11,060
shares
|
$386,768
0.16% of portfolio
|
Q3 2023
New holding
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
11,018
shares
|
$385,299
0.01% of portfolio
|
Q2 2025
Reduced 1.63%
|
|
|
Invst, LLC
Indianapolis, IN |
Jun 02, 2025 Q1 2025 |
10,924
shares
|
$382,012
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
Jul 14, 2025 Q2 2025 |
10,759
shares
|
$376,242
0.07% of portfolio
|
Q2 2025
Added 11.48%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
10,630
shares
|
$371,731
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
10,569
shares
|
$369,597
0.0% of portfolio
|
Q2 2025
Reduced 25.44%
|
|
|
Snider Financial Group
Bellevue, WA |
Aug 05, 2025 Q2 2025 |
10,532
shares
|
$368,304
0.1% of portfolio
|
Q2 2021
New holding
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Aug 01, 2025 Q2 2025 |
10,460
shares
|
$365,786
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Cadence Bank
Tupelo, MS |
Aug 14, 2025 Q2 2025 |
10,419
shares
|
$364,352
0.02% of portfolio
|
Q2 2025
Added 11.76%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
10,355
shares
|
$362,114
0.02% of portfolio
|
Q3 2024
Reduced 3.12%
|
|
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
Jul 15, 2025 Q2 2025 |
10,000
shares
|
$349,700
0.25% of portfolio
|
Q1 2025
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
9,945
shares
|
$347,776
0.03% of portfolio
|
Q2 2025
Reduced 1.69%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
9,938
shares
|
$347,531
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 23, 2025 Q2 2025 |
9,323
shares
|
$326,025
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Keystone Financial Group
|
Aug 13, 2025 Q2 2025 |
9,303
shares
|
$325,325
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Veracity Capital LLC
|
Jul 09, 2025 Q2 2025 |
9,125
shares
|
$319,101
0.1% of portfolio
|
Q2 2025
Added 1.93%
|
|
|
Vontobel Holding Ltd.
|
Jul 23, 2025 Q2 2025 |
9,000
shares
|
$314,730
0.0% of portfolio
|
Q4 2024
New holding
|