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 155 institutions that hold shares in the stock, with a total of 21.3 Million shares, which have been reported (via 13F filing form) to have a value of $565 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Oct 08, 2024 Q3 2024 |
4,394,371
shares
|
$114 Million
21.96% of portfolio
|
Q3 2024
Reduced 1.58%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
1,666,871
shares
|
$43.3 Million
0.02% of portfolio
|
Q2 2024
Added 4.59%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
1,495,062
shares
|
$38.8 Million
0.08% of portfolio
|
Q2 2024
Added 103.17%
|
|
|
Pitcairn CO
Jenkintown, PA |
Aug 13, 2024 Q2 2024 |
1,469,962
shares
|
$38.2 Million
2.04% of portfolio
|
Q2 2024
Added 13.55%
|
|
|
Van Eck Associates Corp
|
Oct 29, 2024 Q3 2024 |
806,138
shares
|
$20.9 Million
0.03% of portfolio
|
Q3 2024
Reduced 8.98%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
770,219
shares
|
$20 Million
0.01% of portfolio
|
Q3 2024
Added 10.12%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
756,256
shares
|
$19.6 Million
0.04% of portfolio
|
Q3 2024
Added 1.22%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2024 Q2 2024 |
568,686
shares
|
$14.8 Million
0.0% of portfolio
|
Q2 2024
Added 14.56%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 05, 2024 Q3 2024 |
448,070
shares
|
$11.6 Million
0.69% of portfolio
|
Q3 2024
Added 4.89%
|
|
|
Euro Pacific Asset Management, LLC
Dorado, PR |
Nov 06, 2024 Q3 2024 |
414,919
shares
|
$10.8 Million
1.95% of portfolio
|
Q3 2024
Added 3.62%
|
|
|
Starfox Financial Services, LLC
The Woodlands, TX |
Apr 30, 2024 Q1 2024 |
412,130
shares
|
$10.7 Million
7.36% of portfolio
|
Q1 2024
Added 2.08%
|
|
|
Wealthstar Advisors, LLC
Plano, TX |
Jul 17, 2024 Q2 2024 |
409,946
shares
|
$10.6 Million
7.47% of portfolio
|
Q2 2024
New holding
|
|
|
Pekin Hardy Strauss, Inc.
|
Aug 09, 2024 Q2 2024 |
406,740
shares
|
$10.6 Million
1.31% of portfolio
|
Q2 2024
Reduced 5.02%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
345,960
shares
|
$8.98 Million
0.01% of portfolio
|
Q2 2024
Added 1.95%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
330,010
shares
|
$8.57 Million
0.01% of portfolio
|
Q3 2024
Added 10.54%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2024 Q2 2024 |
313,853
shares
|
$8.15 Million
0.03% of portfolio
|
Q2 2024
Added 12.86%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 23, 2024 Q3 2024 |
276,303
shares
|
$7.17 Million
0.78% of portfolio
|
Q3 2024
Added 50.67%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Nov 06, 2024 Q3 2024 |
273,021
shares
|
$7.09 Million
1.4% of portfolio
|
Q3 2024
Reduced 2.46%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
251,702
shares
|
$6.53 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.63%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
245,264
shares
|
$6.37 Million
0.01% of portfolio
|
Q2 2024
Added 26.76%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
239,972
shares
|
$6.23 Million
0.81% of portfolio
|
Q1 2023
Added 2.49%
|
|
|
Money Concepts Capital Corp
|
Oct 31, 2024 Q3 2024 |
238,830
shares
|
$6.2 Million
0.49% of portfolio
|
Q3 2024
Reduced 5.56%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Aug 06, 2024 Q2 2024 |
234,898
shares
|
$6.1 Million
0.06% of portfolio
|
Q2 2024
Added 1530.67%
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Oct 29, 2024 Q3 2024 |
232,608
shares
|
$6.04 Million
3.01% of portfolio
|
Q3 2024
Added 20.87%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
225,201
shares
|
$5.85 Million
0.25% of portfolio
|
Q3 2024
Reduced 4.32%
|