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 130 institutions that hold shares in the stock, with a total of 18.5 Million shares, which have been reported (via 13F filing form) to have a value of $415 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Apr 12, 2024 Q1 2024 |
4,529,103
shares
|
$102 Million
26.27% of portfolio
|
Q1 2024
Added 2.07%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
1,593,658
shares
|
$35.8 Million
0.02% of portfolio
|
Q1 2024
Added 6.39%
|
|
|
Pitcairn CO
Jenkintown, PA |
May 13, 2024 Q1 2024 |
1,294,594
shares
|
$29.1 Million
1.82% of portfolio
|
Q1 2024
Added 5.51%
|
|
|
Van Eck Associates Corp
|
Apr 30, 2024 Q1 2024 |
907,502
shares
|
$20.4 Million
0.03% of portfolio
|
Q1 2024
Reduced 0.82%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 24, 2024 Q1 2024 |
735,870
shares
|
$16.5 Million
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 15, 2024 Q1 2024 |
496,391
shares
|
$11.1 Million
0.0% of portfolio
|
Q1 2024
Reduced 1.73%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 13, 2024 Q1 2024 |
440,697
shares
|
$9.9 Million
0.91% of portfolio
|
Q1 2024
Added 17.74%
|
|
|
Pekin Hardy Strauss, Inc.
|
May 02, 2024 Q1 2024 |
428,251
shares
|
$9.62 Million
1.31% of portfolio
|
Q1 2024
Reduced 1.36%
|
|
|
Starfox Financial Services, LLC
The Woodlands, TX |
Apr 30, 2024 Q1 2024 |
412,130
shares
|
$9.26 Million
7.36% of portfolio
|
Q1 2024
Added 2.08%
|
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
410,291
shares
|
$9.22 Million
0.0% of portfolio
|
Q1 2024
Added 0.61%
|
|
|
Euro Pacific Asset Management, LLC
Dorado, PR |
May 07, 2024 Q1 2024 |
397,164
shares
|
$8.92 Million
1.75% of portfolio
|
Q1 2024
Added 14.53%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 15, 2024 Q1 2024 |
351,807
shares
|
$7.9 Million
0.02% of portfolio
|
Q1 2024
Added 18.38%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 06, 2024 Q1 2024 |
339,340
shares
|
$7.62 Million
0.01% of portfolio
|
Q1 2024
Reduced 6.41%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
May 10, 2024 Q1 2024 |
323,445
shares
|
$7.26 Million
1.98% of portfolio
|
Q1 2024
Reduced 3.48%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Apr 22, 2024 Q1 2024 |
290,893
shares
|
$6.53 Million
0.01% of portfolio
|
Q1 2024
Reduced 2.02%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2024 Q1 2024 |
278,097
shares
|
$6.25 Million
0.02% of portfolio
|
Q1 2024
Added 9.6%
|
|
|
Money Concepts Capital Corp
|
May 01, 2024 Q1 2024 |
253,275
shares
|
$5.69 Million
0.52% of portfolio
|
Q1 2024
Reduced 0.85%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
239,972
shares
|
$5.39 Million
0.81% of portfolio
|
Q1 2023
Added 2.49%
|
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
223,630
shares
|
$5.02 Million
0.01% of portfolio
|
Q1 2024
Reduced 1.08%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
May 14, 2024 Q1 2024 |
211,266
shares
|
$4.75 Million
0.19% of portfolio
|
Q1 2024
Added 760.9%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Apr 22, 2024 Q1 2024 |
210,700
shares
|
$4.73 Million
0.0% of portfolio
|
Q1 2024
Added 10.2%
|
|
|
Accordant Advisory Group Inc
Annapolis, MD |
Apr 22, 2024 Q1 2024 |
207,485
shares
|
$4.66 Million
3.33% of portfolio
|
Q1 2024
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2024 Q1 2024 |
202,556
shares
|
$4.55 Million
0.17% of portfolio
|
Q1 2024
Reduced 20.2%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
May 10, 2024 Q1 2024 |
195,413
shares
|
$4.39 Million
0.67% of portfolio
|
Q1 2024
Reduced 21.19%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
193,487
shares
|
$4.35 Million
0.01% of portfolio
|
Q1 2024
Added 14.04%
|
|