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 239 institutions that hold shares in the stock, with a total of 29.5 Million shares, which have been reported (via 13F filing form) to have a value of $1.16 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Oct 23, 2025 Q3 2025 |
3,764,126
shares
|
$148 Million
22.97% of portfolio
|
Q3 2025
Reduced 2.94%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
2,900,483
shares
|
$114 Million
0.03% of portfolio
|
Q3 2025
Reduced 6.09%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
1,725,885
shares
|
$67.9 Million
0.08% of portfolio
|
Q3 2025
Added 1.68%
|
|
|
Van Eck Associates Corp
|
Nov 13, 2025 Q3 2025 |
1,456,023
shares
|
$57.3 Million
0.05% of portfolio
|
Q3 2025
Added 16.29%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
1,024,698
shares
|
$40.3 Million
0.01% of portfolio
|
Q3 2025
Added 11.5%
|
|
|
Pitcairn CO
Jenkintown, PA |
Nov 12, 2025 Q3 2025 |
989,740
shares
|
$38.9 Million
2.97% of portfolio
|
Q3 2025
Reduced 10.9%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
798,267
shares
|
$31.4 Million
0.01% of portfolio
|
Q3 2025
Added 3.55%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
723,896
shares
|
$28.5 Million
0.07% of portfolio
|
Q3 2025
Added 38.3%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
722,749
shares
|
$28.4 Million
0.01% of portfolio
|
Q3 2025
Reduced 8.67%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
688,624
shares
|
$27.1 Million
0.04% of portfolio
|
Q3 2025
Reduced 2.05%
|
|
|
Quadrature Capital LTD
London, X0 |
Nov 13, 2025 Q3 2025 |
684,538
shares
|
$26.9 Million
0.3% of portfolio
|
Q3 2025
Added 7.57%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 12, 2025 Q3 2025 |
625,796
shares
|
$24.6 Million
0.46% of portfolio
|
Q3 2025
Added 3.87%
|
|
|
Drake & Associates, LLC
Waukesha, WI |
Nov 06, 2025 Q3 2025 |
450,017
shares
|
$17.7 Million
3.7% of portfolio
|
Q3 2025
Added 12.37%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
432,246
shares
|
$17 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.95%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
429,832
shares
|
$16.9 Million
0.05% of portfolio
|
Q3 2025
Added 23.5%
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
Oct 27, 2025 Q3 2025 |
423,995
shares
|
$16.7 Million
7.96% of portfolio
|
Q3 2025
Added 16.17%
|
|
|
Starfox Financial Services, LLC
The Woodlands, TX |
Apr 30, 2024 Q1 2024 |
412,130
shares
|
$16.2 Million
7.36% of portfolio
|
Q1 2024
Added 2.08%
|
|
|
Euro Pacific Asset Management, LLC
Dorado, PR |
Oct 14, 2025 Q3 2025 |
394,537
shares
|
$15.5 Million
1.78% of portfolio
|
Q3 2025
Reduced 13.4%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 21, 2025 Q3 2025 |
379,788
shares
|
$14.9 Million
1.16% of portfolio
|
Q3 2025
Added 0.7%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
372,140
shares
|
$14.6 Million
0.02% of portfolio
|
Q3 2025
Added 6.76%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
330,010
shares
|
$13 Million
0.01% of portfolio
|
Q3 2024
Added 10.54%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
324,823
shares
|
$12.8 Million
0.0% of portfolio
|
Q3 2025
Added 59.4%
|
|
|
Pekin Hardy Strauss, Inc.
|
Nov 07, 2025 Q3 2025 |
323,178
shares
|
$12.7 Million
1.31% of portfolio
|
Q3 2025
Reduced 3.92%
|
|
|
Accordant Advisory Group Inc
Annapolis, MD |
Oct 22, 2025 Q3 2025 |
293,854
shares
|
$11.6 Million
7.44% of portfolio
|
Q3 2025
Added 6.55%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
268,369
shares
|
$10.6 Million
0.69% of portfolio
|
Q3 2025
Added 29.31%
|
|