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 |
---|---|---|---|---|---|
Wms Partners, LLC
|
May 15, 2024 Q1 2024 |
17,316
shares
|
$389,783
0.03% of portfolio
|
Q4 2023
Added 18.24%
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 14, 2024 Q1 2024 |
16,682
shares
|
$375,511
0.0% of portfolio
|
Q1 2024
Reduced 93.46%
|
|
Truist Financial Corp
|
May 10, 2024 Q1 2024 |
16,436
shares
|
$369,974
0.0% of portfolio
|
Q4 2022
Reduced 0.86%
|
|
Guild Investment Management, Inc.
|
Apr 26, 2024 Q1 2024 |
16,000
shares
|
$360,160
0.46% of portfolio
|
Q1 2024
Reduced 20.0%
|
|
Two Sigma Securities, LLC
New York, NY |
May 15, 2024 Q1 2024 |
15,249
shares
|
$343,254
0.0% of portfolio
|
Q1 2024
New holding
|
|
Janney Montgomery Scott LLC
|
May 01, 2024 Q1 2024 |
15,225
shares
|
$342,714
0.0% of portfolio
|
Q4 2023
Reduced 2.28%
|
|
Proficio Capital Partners LLC
Newton, MA |
May 02, 2024 Q1 2024 |
14,600
shares
|
$328,646
0.04% of portfolio
|
Q1 2023
Reduced 94.76%
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Apr 22, 2024 Q1 2024 |
14,405
shares
|
$324,256
0.07% of portfolio
|
Q1 2024
New holding
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
14,316
shares
|
$322,253
0.01% of portfolio
|
Q3 2020
Reduced 55.99%
|
|
Smith, Moore & Co.
Clayton, MO |
May 10, 2024 Q1 2024 |
13,905
shares
|
$313,001
0.03% of portfolio
|
Q2 2023
Added 2.17%
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
May 13, 2024 Q1 2024 |
13,635
shares
|
$306,923
0.1% of portfolio
|
Q2 2022
New holding
|
|
Private Advisor Group, LLC
|
Apr 30, 2024 Q1 2024 |
13,539
shares
|
$304,762
0.0% of portfolio
|
Q1 2024
Reduced 14.12%
|
|
Cadence Bank
Tupelo, MS |
May 14, 2024 Q1 2024 |
12,979
shares
|
$292,157
0.02% of portfolio
|
Q1 2024
Reduced 57.02%
|
|
Spectrum Planning & Advisory Services Inc.
|
Jan 18, 2024 Q4 2023 |
12,901
shares
|
$290,401
0.36% of portfolio
|
Q4 2022
New holding
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Apr 12, 2024 Q1 2024 |
11,409
shares
|
$256,816
0.1% of portfolio
|
Q1 2024
Added 2.33%
|
|
Davenport & CO LLC
|
May 03, 2024 Q1 2024 |
11,400
shares
|
$256,614
0.0% of portfolio
|
Q3 2019
Reduced 8.43%
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Jun 21, 2024 Q1 2024 |
11,321
shares
|
$254,835
0.11% of portfolio
|
Q1 2024
Added 7.52%
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 14, 2024 Q1 2024 |
11,109
shares
|
$250,063
0.0% of portfolio
|
Q1 2024
Reduced 5.49%
|
|
Destiny Capital Corp/Co
Golden, CO |
May 06, 2024 Q1 2024 |
11,060
shares
|
$248,960
0.17% of portfolio
|
Q4 2022
New holding
|
|
Destiny Capital Securities Corporation
Golden, CO |
Nov 13, 2023 Q3 2023 |
11,060
shares
|
$248,960
0.16% of portfolio
|
Q3 2023
New holding
|
|
Thompson Davis & Co., Inc.
|
May 02, 2024 Q1 2024 |
10,915
shares
|
$245,696
0.16% of portfolio
|
Q1 2024
Reduced 7.62%
|
|
Us Bancorp \De\
|
May 07, 2024 Q1 2024 |
10,754
shares
|
$242,072
0.0% of portfolio
|
Q4 2022
New holding
|
|
Ever Source Wealth Advisors, LLC
|
Jun 11, 2024 Q1 2024 |
10,689
shares
|
$240,609
0.02% of portfolio
|
Q4 2022
Reduced 7.25%
|
|
Snider Financial Group
Bellevue, WA |
Apr 30, 2024 Q1 2024 |
10,532
shares
|
$237,075
0.09% of portfolio
|
Q2 2021
New holding
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 05, 2024 Q1 2024 |
10,416
shares
|
$234,464
0.02% of portfolio
|
Q4 2023
Reduced 1.65%
|