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 207 institutions that hold shares in the stock, with a total of 26.5 Million shares, which have been reported (via 13F filing form) to have a value of $877 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Thompson Davis & Co., Inc.
|
May 13, 2025 Q1 2025 |
7,975
shares
|
$263,733
0.19% of portfolio
|
Q4 2024
Reduced 31.63%
|
|
|
Northwest Financial Advisors
Herndon, VA |
Apr 11, 2025 Q1 2025 |
7,896
shares
|
$261,120
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Apr 24, 2025 Q1 2025 |
7,600
shares
|
$251,332
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
May 15, 2025 Q1 2025 |
7,520
shares
|
$248,686
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
7,500
shares
|
$248,025
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
7,500
shares
|
$248,025
0.0% of portfolio
|
Q1 2022
Added 33.93%
|
|
|
Cwa Asset Management Group, LLC
|
Jul 17, 2025 Q2 2025 |
7,478
shares
|
$247,297
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
7,448
shares
|
$246,305
0.03% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
M Wealth Management, LLC
San Diego, CA |
May 14, 2025 Q1 2025 |
7,373
shares
|
$243,825
0.21% of portfolio
|
Q1 2025
Reduced 43.93%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
7,239
shares
|
$239,393
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
6,775
shares
|
$224,049
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
May 28, 2025 Q1 2025 |
6,755
shares
|
$223,387
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
6,381
shares
|
$211,019
0.01% of portfolio
|
Q2 2024
Added 262.56%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
5,000
shares
|
$165,350
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Jul 15, 2025 Q2 2025 |
4,901
shares
|
$162,076
0.06% of portfolio
|
Q2 2025
Added 1584.19%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
4,836
shares
|
$159,926
0.0% of portfolio
|
Q1 2024
Reduced 20.4%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
4,550
shares
|
$150,468
0.0% of portfolio
|
Q1 2025
Reduced 16.57%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
4,139
shares
|
$136,876
0.0% of portfolio
|
Q3 2024
Added 3.48%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
3,889
shares
|
$128,609
0.0% of portfolio
|
Q1 2025
Reduced 12.11%
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
3,575
shares
|
$118,225
0.0% of portfolio
|
Q4 2021
Added 38.83%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
3,326
shares
|
$109,990
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
2,944
shares
|
$97,358
0.0% of portfolio
|
Q2 2024
Added 0.72%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
May 09, 2025 Q1 2025 |
2,896
shares
|
$95,770
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
2,513
shares
|
$83,104
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
2,000
shares
|
$66,140
0.0% of portfolio
|
Q1 2025
New holding
|