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 167 institutions that hold shares in the stock, with a total of 22.7 Million shares, which have been reported (via 13F filing form) to have a value of $606 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Jan 14, 2025 Q4 2024 |
4,267,174
shares
|
$114 Million
20.35% of portfolio
|
Q4 2024
Reduced 2.89%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
1,963,515
shares
|
$52.3 Million
0.02% of portfolio
|
Q3 2024
Added 17.8%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
1,554,043
shares
|
$41.4 Million
0.09% of portfolio
|
Q3 2024
Added 3.95%
|
|
|
Pitcairn CO
Jenkintown, PA |
Nov 12, 2024 Q3 2024 |
1,485,936
shares
|
$39.6 Million
2.27% of portfolio
|
Q3 2024
Added 1.09%
|
|
|
Van Eck Associates Corp
|
Jan 29, 2025 Q4 2024 |
870,694
shares
|
$23.2 Million
0.03% of portfolio
|
Q4 2024
Added 8.01%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
770,219
shares
|
$20.5 Million
0.01% of portfolio
|
Q3 2024
Added 10.12%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
757,511
shares
|
$20.2 Million
0.04% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
589,237
shares
|
$15.7 Million
0.0% of portfolio
|
Q3 2024
Added 3.61%
|
|
|
New Harbor Financial Group, LLC
Leominster, MA |
Jan 17, 2025 Q4 2024 |
459,645
shares
|
$12.3 Million
3.44% of portfolio
|
Q4 2024
New holding
|
|
|
Fiduciary Family Office, LLC
Boca Raton, FL |
Jan 17, 2025 Q4 2024 |
459,645
shares
|
$12.3 Million
3.42% of portfolio
|
Q4 2024
New holding
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 05, 2024 Q3 2024 |
448,070
shares
|
$11.9 Million
0.69% of portfolio
|
Q3 2024
Added 4.89%
|
|
|
Euro Pacific Asset Management, LLC
Dorado, PR |
Jan 21, 2025 Q4 2024 |
446,865
shares
|
$11.9 Million
2.44% of portfolio
|
Q4 2024
Added 7.7%
|
|
|
Starfox Financial Services, LLC
The Woodlands, TX |
Apr 30, 2024 Q1 2024 |
412,130
shares
|
$11 Million
7.36% of portfolio
|
Q1 2024
Added 2.08%
|
|
|
Pekin Hardy Strauss, Inc.
|
Nov 12, 2024 Q3 2024 |
387,890
shares
|
$10.3 Million
1.31% of portfolio
|
Q3 2024
Reduced 4.63%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
376,607
shares
|
$10 Million
0.95% of portfolio
|
Q4 2024
Added 36.3%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
360,538
shares
|
$9.61 Million
0.03% of portfolio
|
Q3 2024
Added 14.87%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
352,081
shares
|
$9.39 Million
0.01% of portfolio
|
Q3 2024
Added 1.77%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
330,010
shares
|
$8.8 Million
0.01% of portfolio
|
Q3 2024
Added 10.54%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
278,903
shares
|
$7.44 Million
0.25% of portfolio
|
Q4 2024
Added 23.85%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Nov 06, 2024 Q3 2024 |
273,021
shares
|
$7.28 Million
1.4% of portfolio
|
Q3 2024
Reduced 2.46%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
255,575
shares
|
$6.81 Million
0.07% of portfolio
|
Q4 2024
Added 2477.4%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
251,702
shares
|
$6.71 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.63%
|
|
|
Money Concepts Capital Corp
|
Jan 27, 2025 Q4 2024 |
242,420
shares
|
$6.46 Million
0.49% of portfolio
|
Q4 2024
Added 1.5%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
239,972
shares
|
$6.4 Million
0.81% of portfolio
|
Q1 2023
Added 2.49%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
234,900
shares
|
$6.26 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.23%
|