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 236 institutions that hold shares in the stock, with a total of 28.5 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 |
|---|---|---|---|---|---|
|
Keystone Financial Group
|
Aug 13, 2025 Q2 2025 |
9,303
shares
|
$367,933
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
9,031
shares
|
$357,176
0.0% of portfolio
|
Q3 2025
Added 2.85%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
9,011
shares
|
$356,385
0.01% of portfolio
|
Q3 2025
Added 2.14%
|
|
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
Aug 14, 2025 Q2 2025 |
8,832
shares
|
$349,305
0.12% of portfolio
|
Q2 2025
Reduced 20.23%
|
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Jul 23, 2025 Q2 2025 |
8,657
shares
|
$342,384
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Wolff Wiese Magana LLC
|
Oct 28, 2025 Q3 2025 |
8,236
shares
|
$325,733
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Pure Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
8,078
shares
|
$319,484
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Vontobel Holding Ltd.
|
Oct 15, 2025 Q3 2025 |
8,000
shares
|
$316,400
0.0% of portfolio
|
Q3 2025
Reduced 11.11%
|
|
|
Thompson Davis & Co., Inc.
|
Aug 20, 2025 Q2 2025 |
7,975
shares
|
$315,411
0.18% of portfolio
|
Q2 2025
Reduced 20.05%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Aug 05, 2025 Q2 2025 |
7,927
shares
|
$313,512
0.04% of portfolio
|
Q2 2025
Reduced 42.0%
|
|
|
Northwest Financial Advisors
Herndon, VA |
Aug 04, 2025 Q2 2025 |
7,896
shares
|
$312,286
0.35% of portfolio
|
Q1 2025
New holding
|
|
|
Pfg Advisors
|
Aug 07, 2025 Q2 2025 |
7,717
shares
|
$305,207
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Aug 12, 2025 Q2 2025 |
7,600
shares
|
$300,580
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
7,559
shares
|
$298,958
0.0% of portfolio
|
Q2 2025
Reduced 10.64%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
7,520
shares
|
$297,416
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jul 28, 2025 Q2 2025 |
7,509
shares
|
$296,980
0.01% of portfolio
|
Q2 2025
Reduced 11.52%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
7,500
shares
|
$296,625
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
7,500
shares
|
$296,625
0.0% of portfolio
|
Q1 2022
Added 33.93%
|
|
|
Cwa Asset Management Group, LLC
|
Oct 22, 2025 Q3 2025 |
7,478
shares
|
$295,754
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 19, 2025 Q2 2025 |
7,428
shares
|
$293,777
0.09% of portfolio
|
Q2 2025
Reduced 8.11%
|
|
|
M Wealth Management, LLC
San Diego, CA |
Oct 21, 2025 Q3 2025 |
7,373
shares
|
$291,602
0.24% of portfolio
|
Q1 2025
Reduced 43.93%
|
|
|
Abacus Planning Group, Inc.
|
Oct 21, 2025 Q3 2025 |
7,274
shares
|
$287,686
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
6,964
shares
|
$275,426
0.0% of portfolio
|
Q2 2025
Reduced 92.22%
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
6,775
shares
|
$267,951
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
Oct 21, 2025 Q3 2025 |
6,755
shares
|
$267,160
0.09% of portfolio
|
Q1 2025
New holding
|