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 |
---|---|---|---|---|---|
Perennial Investment Advisors, LLC
Los Angeles, CA |
May 14, 2024 Q1 2024 |
10,275
shares
|
$231,290
0.03% of portfolio
|
Q1 2023
Reduced 3.82%
|
|
Chicago Partners Investment Group LLC
|
Apr 25, 2024 Q1 2024 |
10,233
shares
|
$230,344
0.01% of portfolio
|
Q4 2022
New holding
|
|
Principal Securities, Inc.
Des Moines, IA |
May 10, 2024 Q1 2024 |
10,000
shares
|
$225,100
0.01% of portfolio
|
Q4 2023
New holding
|
|
Hm Payson & CO
Portland, ME |
Jun 20, 2024 Q1 2024 |
8,479
shares
|
$190,862
0.0% of portfolio
|
Q4 2022
Reduced 38.01%
|
|
Northwest Financial Advisors
Herndon, VA |
May 09, 2024 Q1 2024 |
8,096
shares
|
$182,240
0.13% of portfolio
|
Q4 2023
New holding
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 16, 2024 Q4 2023 |
7,828
shares
|
$176,208
0.01% of portfolio
|
Q4 2023
Added 534.87%
|
|
Cwm, LLC
|
Apr 05, 2024 Q1 2024 |
7,607
shares
|
$171,233
0.0% of portfolio
|
Q1 2024
Reduced 25.1%
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
7,500
shares
|
$168,825
0.0% of portfolio
|
Q1 2022
New holding
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
May 09, 2024 Q1 2024 |
7,500
shares
|
$168,825
0.0% of portfolio
|
Q1 2022
Added 33.93%
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Apr 29, 2024 Q1 2024 |
4,836
shares
|
$108,858
0.0% of portfolio
|
Q1 2024
Reduced 20.4%
|
|
Steward Partners Investment Advisory, LLC
|
May 15, 2024 Q1 2024 |
4,610
shares
|
$103,771
0.0% of portfolio
|
Q3 2023
Added 2.44%
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2024 Q1 2024 |
3,575
shares
|
$80,473
0.0% of portfolio
|
Q4 2021
Added 38.83%
|
|
Global Retirement Partners, LLC
|
Apr 23, 2024 Q1 2024 |
2,923
shares
|
$65,796
0.0% of portfolio
|
Q1 2024
Reduced 15.15%
|
|
Geneos Wealth Management Inc.
|
May 03, 2024 Q1 2024 |
1,760
shares
|
$39,617
0.0% of portfolio
|
Q2 2023
Reduced 0.68%
|
|
Macroview Investment Management LLC
|
Apr 30, 2024 Q1 2024 |
1,700
shares
|
$38,267
0.04% of portfolio
|
Q4 2022
Added 21.43%
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
1,200
shares
|
$27,012
0.0% of portfolio
|
Q3 2023
Reduced 16.61%
|
|
Plante Moran Financial Advisors, LLC
|
May 09, 2024 Q1 2024 |
911
shares
|
$20,506
0.0% of portfolio
|
Q1 2024
Reduced 49.39%
|
|
Hollencrest Capital Management
|
May 01, 2024 Q1 2024 |
860
shares
|
$19,358
0.0% of portfolio
|
Q4 2023
Reduced 52.7%
|
|
Ifp Advisors, Inc
|
Jan 09, 2024 Q4 2023 |
495
shares
|
$11,142
0.0% of portfolio
|
Q4 2023
Reduced 61.02%
|
|
National Bank Of Canada
|
May 13, 2024 Q1 2024 |
480
shares
|
$10,804
0.0% of portfolio
|
Q2 2022
New holding
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
394
shares
|
$8,868
0.0% of portfolio
|
Q4 2022
New holding
|
|
Main Street Group, LTD
Glen Allen, VA |
May 14, 2024 Q1 2024 |
291
shares
|
$6,550
0.0% of portfolio
|
Q4 2023
New holding
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Apr 30, 2024 Q1 2024 |
195
shares
|
$4,389
0.0% of portfolio
|
Q1 2024
New holding
|
|
Assetmark, Inc
|
May 06, 2024 Q1 2024 |
113
shares
|
$2,543
0.0% of portfolio
|
Q1 2024
New holding
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
100
shares
|
$2,251
0.0% of portfolio
|
Q1 2024
New holding
|