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 |
|---|---|---|---|---|---|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
5,853
shares
|
$189,637
0.02% of portfolio
|
Q2 2025
Reduced 21.42%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
5,676
shares
|
$183,902
0.0% of portfolio
|
Q2 2025
Added 92.8%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
5,000
shares
|
$162,000
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Jul 15, 2025 Q2 2025 |
4,901
shares
|
$158,792
0.06% of portfolio
|
Q2 2025
Added 1584.19%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
4,836
shares
|
$156,686
0.0% of portfolio
|
Q1 2024
Reduced 20.4%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
4,550
shares
|
$147,420
0.0% of portfolio
|
Q1 2025
Reduced 16.57%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
3,797
shares
|
$123,022
0.0% of portfolio
|
Q2 2025
Added 216.42%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
3,734
shares
|
$120,981
0.0% of portfolio
|
Q2 2025
Reduced 3.99%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Jul 30, 2025 Q2 2025 |
3,575
shares
|
$115,830
0.0% of portfolio
|
Q4 2021
Added 38.83%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
3,326
shares
|
$107,762
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Aug 12, 2025 Q2 2025 |
2,896
shares
|
$93,830
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
2,549
shares
|
$82,587
0.01% of portfolio
|
Q2 2025
Added 221.44%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
2,000
shares
|
$64,800
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
1,949
shares
|
$63,147
0.0% of portfolio
|
Q2 2025
Reduced 22.44%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Aug 14, 2025 Q2 2025 |
1,702
shares
|
$55,144
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
1,261
shares
|
$40,856
0.0% of portfolio
|
Q2 2025
Reduced 20.14%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Aug 06, 2025 Q2 2025 |
1,100
shares
|
$35,640
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
1,100
shares
|
$35,640
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
1,069
shares
|
$34,635
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
969
shares
|
$31,395
0.0% of portfolio
|
Q2 2025
Added 4.31%
|
|
|
Plante Moran Financial Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
911
shares
|
$29,516
0.0% of portfolio
|
Q1 2024
Reduced 49.39%
|
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
882
shares
|
$28,576
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Hollencrest Capital Management
|
May 02, 2025 Q1 2025 |
860
shares
|
$27,864
0.0% of portfolio
|
Q4 2023
Reduced 52.7%
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
Aug 14, 2025 Q2 2025 |
800
shares
|
$25,920
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
781
shares
|
$25,304
0.01% of portfolio
|
Q2 2024
Reduced 98.65%
|