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 177 institutions that hold shares in the stock, with a total of 24.8 Million shares, which have been reported (via 13F filing form) to have a value of $703 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
239,972
shares
|
$6.8 Million
0.81% of portfolio
|
Q1 2023
Added 2.49%
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Feb 12, 2025 Q4 2024 |
232,608
shares
|
$6.59 Million
3.18% of portfolio
|
Q3 2024
Added 20.87%
|
|
|
Accordant Advisory Group Inc
Annapolis, MD |
Jan 22, 2025 Q4 2024 |
225,717
shares
|
$6.39 Million
5.51% of portfolio
|
Q4 2024
Added 4.66%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
221,073
shares
|
$6.26 Million
0.01% of portfolio
|
Q4 2024
Reduced 5.89%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
201,440
shares
|
$5.7 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Feb 11, 2025 Q4 2024 |
196,397
shares
|
$5.56 Million
2.23% of portfolio
|
Q4 2024
Added 2.97%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Feb 13, 2025 Q4 2024 |
191,900
shares
|
$5.43 Million
0.01% of portfolio
|
Q4 2024
Added 2.08%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
179,571
shares
|
$5.09 Million
0.02% of portfolio
|
Q4 2024
Added 1.39%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
175,308
shares
|
$4.96 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.97%
|
|
|
Pds Planning, Inc
|
Feb 10, 2025 Q4 2024 |
167,778
shares
|
$4.75 Million
0.38% of portfolio
|
Q4 2021
Reduced -0.0%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Feb 20, 2025 Q4 2024 |
160,123
shares
|
$4.53 Million
0.08% of portfolio
|
Q3 2022
Reduced 1.36%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
159,514
shares
|
$4.52 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Smart Money Group LLC
|
Jan 16, 2025 Q4 2024 |
153,016
shares
|
$4.33 Million
1.52% of portfolio
|
Q4 2024
Added 15.04%
|
|
|
Capital Wealth Alliance, LLC
|
Jan 29, 2025 Q4 2024 |
149,254
shares
|
$4.23 Million
2.26% of portfolio
|
Q4 2024
Added 1.45%
|
|
|
Guild Investment Management, Inc.
|
Feb 07, 2025 Q4 2024 |
141,530
shares
|
$4.01 Million
4.27% of portfolio
|
Q4 2024
Reduced 1.74%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
138,636
shares
|
$3.93 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Feb 10, 2025 Q4 2024 |
132,664
shares
|
$3.76 Million
2.28% of portfolio
|
Q4 2024
Added 987.23%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
127,197
shares
|
$3.6 Million
0.06% of portfolio
|
Q4 2024
Added 731.46%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
119,858
shares
|
$3.39 Million
0.05% of portfolio
|
Q4 2024
Added 68.85%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
109,616
shares
|
$3.1 Million
0.13% of portfolio
|
Q4 2024
Added 133.93%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
96,268
shares
|
$2.73 Million
0.08% of portfolio
|
Q4 2024
Reduced 29.01%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Feb 13, 2025 Q4 2024 |
95,024
shares
|
$2.69 Million
0.44% of portfolio
|
Q4 2024
Added 18.14%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
92,792
shares
|
$2.63 Million
0.03% of portfolio
|
Q4 2024
Reduced 6.29%
|
|
|
Sfg Wealth Management, Llc.
|
Jan 16, 2025 Q4 2024 |
82,130
shares
|
$2.33 Million
1.13% of portfolio
|
Q4 2024
Reduced 7.67%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
80,088
shares
|
$2.27 Million
1.34% of portfolio
|
Q4 2024
Reduced 1.8%
|