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 |
|---|---|---|---|---|---|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
20,205
shares
|
$654,642
0.16% of portfolio
|
Q2 2025
Added 57.85%
|
|
|
Adirondack Retirement Specialists, Inc.
|
Oct 24, 2023 Q3 2023 |
19,964
shares
|
$646,833
0.33% of portfolio
|
Q3 2023
Reduced 1.28%
|
|
|
Spectrum Planning & Advisory Services Inc.
|
Jul 15, 2025 Q2 2025 |
19,504
shares
|
$631,929
0.47% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
19,488
shares
|
$631,411
0.0% of portfolio
|
Q2 2025
Added 55.37%
|
|
|
Merk Investments LLC
Menlo Park, CA |
Aug 14, 2025 Q2 2025 |
19,249
shares
|
$623,667
0.27% of portfolio
|
Q2 2025
Added 50.45%
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
Aug 14, 2025 Q2 2025 |
19,064
shares
|
$617,673
0.09% of portfolio
|
Q2 2025
Added 42.15%
|
|
|
Lehman & Derafelo Financial Resources LLC
|
Jan 20, 2023 Q4 2022 |
17,800
shares
|
$576,720
0.09% of portfolio
|
Q4 2021
Added 18.67%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Aug 12, 2025 Q2 2025 |
17,649
shares
|
$571,827
0.03% of portfolio
|
Q2 2025
Reduced 40.08%
|
|
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
May 14, 2025 Q1 2025 |
16,171
shares
|
$523,940
0.53% of portfolio
|
Q1 2025
Reduced 3.93%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
15,778
shares
|
$511,207
0.01% of portfolio
|
Q2 2025
Reduced 77.91%
|
|
|
Whittier Trust CO
|
Jul 30, 2025 Q2 2025 |
15,285
shares
|
$495,234
0.01% of portfolio
|
Q2 2025
Reduced 1.61%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
15,225
shares
|
$493,290
0.0% of portfolio
|
Q4 2023
Reduced 2.28%
|
|
|
Shufro Rose & CO LLC
|
Aug 11, 2025 Q2 2025 |
15,049
shares
|
$487,587
0.04% of portfolio
|
Q2 2025
Reduced 0.21%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
14,924
shares
|
$483,537
0.0% of portfolio
|
Q2 2025
Added 46.72%
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Jul 07, 2025 Q2 2025 |
14,874
shares
|
$481,917
0.12% of portfolio
|
Q2 2025
Reduced 2.47%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Aug 07, 2025 Q2 2025 |
14,600
shares
|
$473,040
0.0% of portfolio
|
Q4 2024
Reduced 96.05%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
14,316
shares
|
$463,838
0.01% of portfolio
|
Q3 2020
Reduced 55.99%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
14,203
shares
|
$460,177
0.0% of portfolio
|
Q2 2025
Reduced 26.38%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Aug 13, 2025 Q2 2025 |
14,097
shares
|
$456,742
0.04% of portfolio
|
Q2 2025
Reduced 3.09%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Aug 13, 2025 Q2 2025 |
14,032
shares
|
$454,636
0.06% of portfolio
|
Q2 2025
Added 1936.57%
|
|
|
Mount Yale Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
13,941
shares
|
$451,688
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
13,635
shares
|
$441,774
0.12% of portfolio
|
Q2 2022
New holding
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
13,370
shares
|
$433,188
0.01% of portfolio
|
Q2 2025
Added 90.21%
|
|
|
Financial & Tax Architects, LLC
St Louis, MO |
Aug 13, 2025 Q2 2025 |
13,226
shares
|
$428,522
0.1% of portfolio
|
Q2 2025
Added 16.23%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Aug 13, 2025 Q2 2025 |
12,839
shares
|
$415,983
0.02% of portfolio
|
Q2 2025
New holding
|