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 163 institutions that hold shares in the stock, with a total of 21.7 Million shares, which have been reported (via 13F filing form) to have a value of $556 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
6,381
shares
|
$163,481
0.01% of portfolio
|
Q2 2024
Added 262.56%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
5,000
shares
|
$128,100
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
4,836
shares
|
$123,898
0.0% of portfolio
|
Q1 2024
Reduced 20.4%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
4,640
shares
|
$118,876
0.0% of portfolio
|
Q3 2024
Reduced 22.25%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
4,139
shares
|
$106,041
0.0% of portfolio
|
Q3 2024
Added 3.48%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
4,000
shares
|
$102,480
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
Nov 14, 2024 Q3 2024 |
3,714
shares
|
$95,152
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
3,575
shares
|
$91,591
0.0% of portfolio
|
Q4 2021
Added 38.83%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
3,058
shares
|
$78,345
0.0% of portfolio
|
Q3 2024
Added 14.79%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
2,944
shares
|
$75,425
0.0% of portfolio
|
Q2 2024
Added 0.72%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 05, 2024 Q3 2024 |
2,896
shares
|
$74,195
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 11, 2024 Q3 2024 |
1,956
shares
|
$50,112
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Nov 14, 2024 Q3 2024 |
1,702
shares
|
$43,605
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
1,579
shares
|
$40,453
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Simplex Trading, LLC
|
Nov 08, 2024 Q3 2024 |
1,296
shares
|
$33,203
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
1,200
shares
|
$30,744
0.0% of portfolio
|
Q3 2023
Reduced 16.61%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Nov 14, 2024 Q3 2024 |
1,100
shares
|
$28,182
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 15, 2024 Q3 2024 |
1,100
shares
|
$28,182
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
911
shares
|
$23,339
0.0% of portfolio
|
Q1 2024
Reduced 49.39%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
869
shares
|
$22,263
0.0% of portfolio
|
Q3 2024
Added 769.0%
|
|
|
Hollencrest Capital Management
|
Oct 31, 2024 Q3 2024 |
860
shares
|
$22,033
0.0% of portfolio
|
Q4 2023
Reduced 52.7%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
781
shares
|
$20,009
0.01% of portfolio
|
Q2 2024
Reduced 98.65%
|
|
|
Atwood & Palmer Inc
|
Oct 07, 2024 Q3 2024 |
749
shares
|
$19,189
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Headlands Technologies LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
543
shares
|
$13,911
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
495
shares
|
$12,681
0.0% of portfolio
|
Q4 2023
Reduced 61.02%
|