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 $416 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Solstein Capital, LLC
Menlo Park, CA |
Apr 23, 2024 Q1 2024 |
190,706
shares
|
$4.29 Million
2.78% of portfolio
|
Q1 2024
Added 16.18%
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
May 13, 2024 Q1 2024 |
170,997
shares
|
$3.85 Million
1.81% of portfolio
|
Q1 2024
Added 12.09%
|
|
Pds Planning, Inc
|
May 01, 2024 Q1 2024 |
167,778
shares
|
$3.78 Million
0.38% of portfolio
|
Q4 2021
Reduced -0.0%
|
|
Forum Financial Management, LP
Lombard, IL |
May 09, 2024 Q1 2024 |
160,123
shares
|
$3.6 Million
0.07% of portfolio
|
Q3 2022
Reduced 1.36%
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 24, 2024 Q1 2024 |
158,172
shares
|
$3.56 Million
0.01% of portfolio
|
Q1 2024
Reduced 1.52%
|
|
Capital Wealth Alliance, LLC
|
May 10, 2024 Q1 2024 |
147,741
shares
|
$3.33 Million
1.95% of portfolio
|
Q1 2024
Added 0.15%
|
|
Smart Money Group LLC
|
May 02, 2024 Q1 2024 |
121,581
shares
|
$2.74 Million
1.1% of portfolio
|
Q1 2024
Added 15.34%
|
|
Stratos Wealth Partners, Ltd.
|
Apr 16, 2024 Q1 2024 |
90,662
shares
|
$2.04 Million
0.03% of portfolio
|
Q1 2024
Reduced 1.47%
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
May 08, 2024 Q1 2024 |
87,932
shares
|
$1.98 Million
0.23% of portfolio
|
Q1 2024
New holding
|
|
Oppenheimer & CO Inc
New York, NY |
May 06, 2024 Q1 2024 |
71,308
shares
|
$1.61 Million
0.03% of portfolio
|
Q1 2024
Added 3.7%
|
|
Umb Bank, N.A.
|
Apr 26, 2024 Q1 2024 |
69,969
shares
|
$1.58 Million
0.02% of portfolio
|
Q2 2022
Added 27.81%
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 13, 2024 Q1 2024 |
64,000
shares
|
$1.44 Million
0.0% of portfolio
|
Q1 2024
Reduced 57.89%
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 14, 2024 Q1 2024 |
62,300
shares
|
$1.4 Million
0.02% of portfolio
|
Q4 2023
Added 206.9%
|
|
Comerica Bank
|
May 15, 2024 Q1 2024 |
60,916
shares
|
$1.37 Million
0.01% of portfolio
|
Q3 2023
New holding
|
|
Ica Group Wealth Management, LLC
Denver, CO |
May 14, 2024 Q1 2024 |
57,781
shares
|
$1.3 Million
0.25% of portfolio
|
Q1 2024
Reduced 6.79%
|
|
Creative Planning
Overland Park, KS |
May 10, 2024 Q1 2024 |
57,277
shares
|
$1.29 Million
0.0% of portfolio
|
Q1 2024
Added 1.36%
|
|
Terra Nova Asset Management LLC
|
Apr 25, 2024 Q1 2024 |
55,695
shares
|
$1.25 Million
0.98% of portfolio
|
Q2 2022
New holding
|
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
Apr 18, 2024 Q1 2024 |
54,474
shares
|
$1.23 Million
0.76% of portfolio
|
Q1 2024
Added 1.8%
|
|
Clear Harbor Asset Management, LLC
|
May 10, 2024 Q1 2024 |
53,835
shares
|
$1.21 Million
0.1% of portfolio
|
Q3 2023
Added 8.03%
|
|
Crawford Fund Management, LLC
Boston, MA |
May 15, 2024 Q1 2024 |
52,900
shares
|
$1.19 Million
0.27% of portfolio
|
Q4 2023
New holding
|
|
Wespac Advisors, LLC
|
Apr 24, 2024 Q1 2024 |
52,749
shares
|
$1.19 Million
0.68% of portfolio
|
Q1 2024
Added 0.02%
|
|
Mather Group, Llc.
Chicago, IL |
Apr 08, 2024 Q1 2024 |
50,473
shares
|
$1.14 Million
0.02% of portfolio
|
Q1 2024
Added 0.98%
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
49,797
shares
|
$1.12 Million
0.07% of portfolio
|
Q4 2023
Reduced 0.14%
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2024 Q1 2024 |
46,049
shares
|
$1.04 Million
0.03% of portfolio
|
Q1 2024
Added 161.18%
|
|
Castleview Partners, LLC
Dallas, TX |
May 09, 2024 Q1 2024 |
43,565
shares
|
$980,648
0.64% of portfolio
|
Q1 2024
Added 1973.54%
|