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 223 institutions that hold shares in the stock, with a total of 26.7 Million shares, which have been reported (via 13F filing form) to have a value of $864 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Jul 23, 2025 Q2 2025 |
3,878,128
shares
|
$126 Million
21.93% of portfolio
|
Q2 2025
Reduced 6.86%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
3,088,565
shares
|
$100 Million
0.03% of portfolio
|
Q2 2025
Added 16.3%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
1,697,363
shares
|
$55 Million
0.1% of portfolio
|
Q2 2025
Added 2.49%
|
|
|
Van Eck Associates Corp
|
Aug 14, 2025 Q2 2025 |
1,252,067
shares
|
$40.6 Million
0.05% of portfolio
|
Q2 2025
Added 41.69%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
919,041
shares
|
$29.8 Million
0.01% of portfolio
|
Q2 2025
Added 11.81%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
791,392
shares
|
$25.6 Million
0.01% of portfolio
|
Q2 2025
Added 38.36%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
770,869
shares
|
$25 Million
0.01% of portfolio
|
Q2 2025
Added 13.28%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
703,054
shares
|
$22.8 Million
0.04% of portfolio
|
Q2 2025
Reduced 1.48%
|
|
|
Quadrature Capital LTD
London, X0 |
Aug 13, 2025 Q2 2025 |
636,339
shares
|
$20.6 Million
0.35% of portfolio
|
Q2 2025
New holding
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
602,481
shares
|
$19.5 Million
0.51% of portfolio
|
Q2 2025
Reduced 4.29%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
523,443
shares
|
$17 Million
0.05% of portfolio
|
Q2 2025
Added 182.55%
|
|
|
Euro Pacific Asset Management, LLC
Dorado, PR |
Jul 23, 2025 Q2 2025 |
455,611
shares
|
$14.8 Million
2.35% of portfolio
|
Q2 2025
Added 0.96%
|
|
|
Starfox Financial Services, LLC
The Woodlands, TX |
Apr 30, 2024 Q1 2024 |
412,130
shares
|
$13.4 Million
7.36% of portfolio
|
Q1 2024
Added 2.08%
|
|
|
Drake & Associates, LLC
Waukesha, WI |
Jul 22, 2025 Q2 2025 |
400,465
shares
|
$13 Million
3.14% of portfolio
|
Q2 2025
New holding
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
377,149
shares
|
$12.2 Million
1.06% of portfolio
|
Q2 2025
Reduced 2.43%
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
Jul 28, 2025 Q2 2025 |
364,970
shares
|
$11.8 Million
6.56% of portfolio
|
Q2 2025
Reduced 3.68%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
348,580
shares
|
$11.3 Million
0.01% of portfolio
|
Q2 2025
Reduced 4.18%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
348,034
shares
|
$11.3 Million
0.03% of portfolio
|
Q2 2025
Reduced 10.36%
|
|
|
Pekin Hardy Strauss, Inc.
|
Aug 06, 2025 Q2 2025 |
336,360
shares
|
$10.9 Million
1.31% of portfolio
|
Q2 2025
Reduced 2.18%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
330,010
shares
|
$10.7 Million
0.01% of portfolio
|
Q3 2024
Added 10.54%
|
|
|
Accordant Advisory Group Inc
Annapolis, MD |
Apr 15, 2025 Q1 2025 |
275,798
shares
|
$8.94 Million
8.13% of portfolio
|
Q1 2025
Added 22.19%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
251,702
shares
|
$8.16 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.63%
|
|
|
Money Concepts Capital Corp
|
Aug 14, 2025 Q2 2025 |
243,152
shares
|
$7.88 Million
0.56% of portfolio
|
Q2 2025
Added 0.71%
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Jul 31, 2025 Q2 2025 |
240,374
shares
|
$7.79 Million
3.9% of portfolio
|
Q2 2025
Added 2.44%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
239,972
shares
|
$7.78 Million
0.81% of portfolio
|
Q1 2023
Added 2.49%
|