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 |
|---|---|---|---|---|---|
|
Security National Bank
|
Jul 10, 2025 Q2 2025 |
225,509
shares
|
$7.31 Million
1.28% of portfolio
|
Q2 2025
Added 348.25%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Jul 18, 2025 Q2 2025 |
216,953
shares
|
$7.03 Million
3.37% of portfolio
|
Q2 2025
Added 12.32%
|
|
|
Smart Money Group LLC
|
Aug 06, 2025 Q2 2025 |
213,434
shares
|
$6.92 Million
6.25% of portfolio
|
Q2 2025
Added 2.95%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
207,547
shares
|
$6.72 Million
0.36% of portfolio
|
Q2 2025
Reduced 15.71%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Aug 04, 2025 Q2 2025 |
204,533
shares
|
$6.63 Million
1.02% of portfolio
|
Q2 2025
Reduced 21.17%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
203,774
shares
|
$6.6 Million
0.0% of portfolio
|
Q1 2025
Added 46.98%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
186,906
shares
|
$6.06 Million
0.12% of portfolio
|
Q2 2025
Added 171.43%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
181,094
shares
|
$5.87 Million
0.01% of portfolio
|
Q2 2025
Reduced 57.2%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Aug 07, 2025 Q2 2025 |
169,439
shares
|
$5.49 Million
2.2% of portfolio
|
Q2 2025
Reduced 13.18%
|
|
|
Pds Planning, Inc
|
Jul 24, 2025 Q2 2025 |
167,778
shares
|
$5.44 Million
0.41% of portfolio
|
Q4 2021
Reduced -0.0%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Jul 30, 2025 Q2 2025 |
160,123
shares
|
$5.19 Million
0.09% of portfolio
|
Q3 2022
Reduced 1.36%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
159,514
shares
|
$5.17 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Wealth Alliance, LLC
|
Jul 30, 2025 Q2 2025 |
147,887
shares
|
$4.79 Million
2.7% of portfolio
|
Q2 2025
Reduced 0.26%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
142,635
shares
|
$4.62 Million
0.09% of portfolio
|
Q1 2025
Added 12.14%
|
|
|
Guild Investment Management, Inc.
|
Jul 23, 2025 Q2 2025 |
142,420
shares
|
$4.61 Million
4.49% of portfolio
|
Q2 2025
Added 0.61%
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Aug 01, 2025 Q2 2025 |
140,130
shares
|
$4.54 Million
2.84% of portfolio
|
Q2 2025
Added 1.58%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
135,446
shares
|
$4.39 Million
0.01% of portfolio
|
Q2 2025
Added 2.77%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
132,165
shares
|
$4.28 Million
0.06% of portfolio
|
Q2 2025
Added 3.58%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Aug 14, 2025 Q2 2025 |
120,636
shares
|
$3.91 Million
0.64% of portfolio
|
Q2 2025
Added 12.31%
|
|
|
Three Cord True Wealth Management, LLC
Beaver, PA |
Jul 22, 2025 Q2 2025 |
117,661
shares
|
$3.81 Million
6.86% of portfolio
|
Q2 2025
New holding
|
|
|
Sfg Wealth Management, Llc.
|
Jul 28, 2025 Q2 2025 |
100,516
shares
|
$3.26 Million
1.94% of portfolio
|
Q2 2025
Added 3.88%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 13, 2025 Q2 2025 |
98,300
shares
|
$3.18 Million
0.0% of portfolio
|
Q2 2025
Reduced 80.83%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
95,434
shares
|
$3.09 Million
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
Aug 13, 2025 Q2 2025 |
93,250
shares
|
$3.02 Million
1.01% of portfolio
|
Q2 2025
Added 11.68%
|
|
|
Virtu Financial LLC
New York, NY |
Aug 12, 2025 Q2 2025 |
93,188
shares
|
$3.02 Million
0.15% of portfolio
|
Q2 2025
New holding
|