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 |
|---|---|---|---|---|---|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
8,781
shares
|
$284,504
0.0% of portfolio
|
Q2 2025
Added 0.48%
|
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Jul 23, 2025 Q2 2025 |
8,657
shares
|
$280,486
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
8,572
shares
|
$277,732
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
8,236
shares
|
$266,846
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
8,084
shares
|
$261,921
0.1% of portfolio
|
Q1 2025
Reduced 21.49%
|
|
|
Pure Financial Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
8,078
shares
|
$261,727
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Aug 05, 2025 Q2 2025 |
7,927
shares
|
$256,834
0.04% of portfolio
|
Q2 2025
Reduced 42.0%
|
|
|
Northwest Financial Advisors
Herndon, VA |
Aug 04, 2025 Q2 2025 |
7,896
shares
|
$255,830
0.35% of portfolio
|
Q1 2025
New holding
|
|
|
Pfg Advisors
|
Aug 07, 2025 Q2 2025 |
7,717
shares
|
$250,030
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Aug 12, 2025 Q2 2025 |
7,600
shares
|
$246,240
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
7,559
shares
|
$244,911
0.0% of portfolio
|
Q2 2025
Reduced 10.64%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
7,520
shares
|
$243,648
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jul 28, 2025 Q2 2025 |
7,509
shares
|
$243,291
0.01% of portfolio
|
Q2 2025
Reduced 11.52%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
7,500
shares
|
$243,000
0.0% of portfolio
|
Q1 2022
Added 33.93%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
7,500
shares
|
$243,000
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Cwa Asset Management Group, LLC
|
Jul 17, 2025 Q2 2025 |
7,478
shares
|
$242,287
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
M Wealth Management, LLC
San Diego, CA |
Aug 11, 2025 Q2 2025 |
7,373
shares
|
$238,885
0.22% of portfolio
|
Q1 2025
Reduced 43.93%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
6,964
shares
|
$225,633
0.0% of portfolio
|
Q2 2025
Reduced 92.22%
|
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
6,775
shares
|
$219,510
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
Aug 04, 2025 Q2 2025 |
6,755
shares
|
$218,862
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Pitcairn CO
Jenkintown, PA |
Aug 14, 2025 Q2 2025 |
6,529
shares
|
$211,539
0.0% of portfolio
|
Q2 2025
Reduced 99.58%
|
|
|
Brinker Capital Investments, LLC
|
Aug 14, 2025 Q2 2025 |
6,509
shares
|
$210,891
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
6,381
shares
|
$206,744
0.01% of portfolio
|
Q2 2024
Added 262.56%
|
|
|
Xtx Topco LTD
London, X0 |
Aug 12, 2025 Q2 2025 |
6,340
shares
|
$205,416
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Jul 23, 2025 Q2 2025 |
6,286
shares
|
$203,666
0.02% of portfolio
|
Q2 2025
New holding
|