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 |
|---|---|---|---|---|---|
|
Walkner Condon Financial Advisors LLC
|
Aug 06, 2025 Q2 2025 |
43,664
shares
|
$1.41 Million
0.26% of portfolio
|
Q2 2025
Added 4.92%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
42,373
shares
|
$1.37 Million
0.0% of portfolio
|
Q2 2025
Reduced 12.43%
|
|
|
Clear Harbor Asset Management, LLC
|
Jul 14, 2025 Q2 2025 |
41,750
shares
|
$1.35 Million
0.1% of portfolio
|
Q2 2025
Reduced 2.34%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
41,473
shares
|
$1.34 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.0%
|
|
|
Main Street Financial Solutions, LLC
|
Aug 14, 2025 Q2 2025 |
40,436
shares
|
$1.31 Million
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
40,195
shares
|
$1.3 Million
0.02% of portfolio
|
Q2 2025
Added 8.44%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
38,046
shares
|
$1.23 Million
0.02% of portfolio
|
Q2 2025
Added 12.57%
|
|
|
Sloy Dahl & Holst, LLC
|
Jul 30, 2025 Q2 2025 |
37,860
shares
|
$1.23 Million
0.19% of portfolio
|
Q1 2025
Added 25.22%
|
|
|
Mayflower Financial Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
37,090
shares
|
$1.2 Million
0.17% of portfolio
|
Q2 2025
Added 9.44%
|
|
|
Baker Ellis Asset Management LLC
|
Jul 08, 2025 Q2 2025 |
37,000
shares
|
$1.2 Million
0.17% of portfolio
|
Q3 2024
Reduced 11.9%
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Jul 10, 2025 Q2 2025 |
36,540
shares
|
$1.18 Million
0.6% of portfolio
|
Q2 2025
Added 0.68%
|
|
|
Evoke Wealth, LLC
|
Aug 07, 2025 Q2 2025 |
36,299
shares
|
$1.18 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Advisory Service, Inc.
|
Aug 14, 2025 Q2 2025 |
34,739
shares
|
$1.13 Million
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
33,420
shares
|
$1.08 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.33%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
33,003
shares
|
$1.07 Million
0.03% of portfolio
|
Q2 2025
Added 36.8%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
31,162
shares
|
$1.01 Million
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
30,661
shares
|
$993,416
0.14% of portfolio
|
Q4 2024
Added 3.28%
|
|
|
Accurate Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
25,845
shares
|
$837,378
0.14% of portfolio
|
Q2 2025
Added 116.28%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
25,480
shares
|
$825,552
0.12% of portfolio
|
Q2 2025
Added 133.25%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
24,748
shares
|
$801,835
0.0% of portfolio
|
Q2 2025
Reduced 39.1%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
24,417
shares
|
$791,110
0.01% of portfolio
|
Q2 2025
Added 6.88%
|
|
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
Aug 14, 2025 Q2 2025 |
23,586
shares
|
$764,186
0.19% of portfolio
|
Q2 2025
Reduced 12.12%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Aug 14, 2025 Q2 2025 |
22,438
shares
|
$726,991
0.01% of portfolio
|
Q2 2025
Added 209.96%
|
|
|
White Pine Capital LLC
Golden Valley, MN |
Aug 12, 2025 Q2 2025 |
22,311
shares
|
$722,876
0.23% of portfolio
|
Q2 2025
Reduced 0.45%
|
|
|
Procyon Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
21,929
shares
|
$710,499
0.07% of portfolio
|
Q2 2025
New holding
|