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 |
---|---|---|---|---|---|
Walkner Condon Financial Advisors LLC
|
Apr 22, 2024 Q1 2024 |
43,286
shares
|
$974,367
0.2% of portfolio
|
Q1 2024
Added 0.02%
|
|
Baker Ellis Asset Management LLC
|
Apr 17, 2024 Q1 2024 |
42,000
shares
|
$945,420
0.14% of portfolio
|
Q3 2023
Reduced 4.55%
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
May 03, 2024 Q1 2024 |
37,906
shares
|
$853,264
0.04% of portfolio
|
Q1 2024
Added 7.06%
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2024 Q1 2024 |
36,806
shares
|
$828,503
0.0% of portfolio
|
Q1 2024
Added 6.89%
|
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
May 15, 2024 Q1 2024 |
36,704
shares
|
$826,207
0.22% of portfolio
|
Q4 2023
Reduced 8.2%
|
|
Tcg Advisory Services, LLC
Austin, TX |
May 10, 2024 Q1 2024 |
33,448
shares
|
$752,914
0.04% of portfolio
|
Q1 2024
New holding
|
|
Security National Bank
|
Apr 15, 2024 Q1 2024 |
33,318
shares
|
$749,988
0.11% of portfolio
|
Q4 2023
Added 127.58%
|
|
Lincoln National Corp
|
May 01, 2024 Q1 2024 |
33,125
shares
|
$745,643
0.01% of portfolio
|
Q1 2024
Reduced 14.08%
|
|
Lyell Wealth Management, LP
|
May 03, 2024 Q1 2024 |
31,715
shares
|
$713,904
0.07% of portfolio
|
Q1 2024
Added 9.76%
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2024 Q1 2024 |
31,269
shares
|
$703,865
0.0% of portfolio
|
Q1 2024
New holding
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
31,207
shares
|
$702,469
0.0% of portfolio
|
Q1 2024
Reduced 0.16%
|
|
Private Portfolio Partners LLC
|
May 09, 2024 Q1 2024 |
28,740
shares
|
$646,937
0.13% of portfolio
|
Q1 2024
Reduced 0.86%
|
|
Mayflower Financial Advisors, LLC
|
Apr 29, 2024 Q1 2024 |
25,520
shares
|
$574,455
0.04% of portfolio
|
Q4 2023
Added 2.41%
|
|
Shufro Rose & CO LLC
|
May 08, 2024 Q1 2024 |
24,736
shares
|
$556,807
0.04% of portfolio
|
Q1 2024
Added 6.2%
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2024 Q1 2024 |
24,626
shares
|
$554,331
0.0% of portfolio
|
Q1 2024
New holding
|
|
Sloy Dahl & Holst, LLC
|
Apr 18, 2024 Q1 2024 |
23,590
shares
|
$531,010
0.12% of portfolio
|
Q1 2024
Added 2.17%
|
|
White Pine Capital LLC
Golden Valley, MN |
May 13, 2024 Q1 2024 |
22,927
shares
|
$516,086
0.18% of portfolio
|
Q1 2024
Added 4.32%
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2024 Q1 2024 |
22,287
shares
|
$501,680
0.0% of portfolio
|
Q1 2024
Added 1.83%
|
|
Ieq Capital, LLC
|
May 08, 2024 Q1 2024 |
20,450
shares
|
$460,329
0.01% of portfolio
|
Q1 2024
New holding
|
|
Adirondack Retirement Specialists, Inc.
|
Oct 24, 2023 Q3 2023 |
19,964
shares
|
$449,389
0.33% of portfolio
|
Q3 2023
Reduced 1.28%
|
|
Sprott Inc.
Toronto, A6 |
May 14, 2024 Q1 2024 |
19,488
shares
|
$438,674
0.03% of portfolio
|
Q2 2023
New holding
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 07, 2024 Q1 2024 |
19,384
shares
|
$436,333
0.0% of portfolio
|
Q1 2024
New holding
|
|
Whittier Trust CO
|
May 02, 2024 Q1 2024 |
19,035
shares
|
$428,477
0.01% of portfolio
|
Q2 2021
Reduced 4.39%
|
|
Lehman & Derafelo Financial Resources LLC
|
Jan 20, 2023 Q4 2022 |
17,800
shares
|
$400,678
0.09% of portfolio
|
Q4 2021
Added 18.67%
|
|
Brookstone Capital Management
|
Apr 15, 2024 Q1 2024 |
17,409
shares
|
$391,876
0.01% of portfolio
|
Q1 2024
Added 11.45%
|