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 |
|---|---|---|---|---|---|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
68,809
shares
|
$1.95 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
66,578
shares
|
$1.89 Million
0.06% of portfolio
|
Q4 2024
Added 43.42%
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
64,539
shares
|
$1.83 Million
0.03% of portfolio
|
Q3 2024
Reduced 7.76%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
62,877
shares
|
$1.78 Million
0.0% of portfolio
|
Q4 2024
Added 8.2%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
62,300
shares
|
$1.76 Million
0.01% of portfolio
|
Q4 2023
Added 206.9%
|
|
|
Terra Nova Asset Management LLC
|
Jan 16, 2025 Q4 2024 |
55,695
shares
|
$1.58 Million
1.13% of portfolio
|
Q2 2022
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
55,315
shares
|
$1.57 Million
0.0% of portfolio
|
Q4 2024
Added 144.39%
|
|
|
Warwick Investment Management, Inc.
|
Feb 07, 2025 Q4 2024 |
54,436
shares
|
$1.54 Million
0.28% of portfolio
|
Q4 2024
Added 8.3%
|
|
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
Feb 07, 2025 Q4 2024 |
50,788
shares
|
$1.44 Million
0.67% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Security National Bank
|
Feb 10, 2025 Q4 2024 |
50,309
shares
|
$1.42 Million
0.18% of portfolio
|
Q3 2024
Added 2.13%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
49,797
shares
|
$1.41 Million
0.07% of portfolio
|
Q4 2023
Reduced 0.14%
|
|
|
Lyell Wealth Management, LP
|
Jan 31, 2025 Q4 2024 |
49,665
shares
|
$1.41 Million
0.11% of portfolio
|
Q2 2024
Added 56.6%
|
|
|
Sheets Smith Wealth Management
|
Jan 17, 2025 Q4 2024 |
48,041
shares
|
$1.36 Million
0.15% of portfolio
|
Q4 2024
Added 33.02%
|
|
|
Wespac Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
46,573
shares
|
$1.32 Million
0.9% of portfolio
|
Q2 2024
Reduced 11.71%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
44,917
shares
|
$1.27 Million
0.0% of portfolio
|
Q4 2024
Added 46.71%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
43,504
shares
|
$1.23 Million
0.04% of portfolio
|
Q4 2024
Reduced 2.46%
|
|
|
Clear Harbor Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
42,750
shares
|
$1.21 Million
0.09% of portfolio
|
Q2 2024
Reduced 20.59%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
42,329
shares
|
$1.2 Million
0.01% of portfolio
|
Q4 2024
Reduced 6.4%
|
|
|
Walkner Condon Financial Advisors LLC
|
Jan 29, 2025 Q4 2024 |
41,608
shares
|
$1.18 Million
0.22% of portfolio
|
Q4 2024
Reduced 0.03%
|
|
|
Crawford Fund Management, LLC
Boston, MA |
Feb 14, 2025 Q4 2024 |
39,900
shares
|
$1.13 Million
0.17% of portfolio
|
Q2 2024
Reduced 24.57%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
39,539
shares
|
$1.12 Million
0.0% of portfolio
|
Q4 2024
Added 8.21%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
38,067
shares
|
$1.08 Million
0.0% of portfolio
|
Q4 2024
Added 16.42%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
38,027
shares
|
$1.08 Million
0.05% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
37,587
shares
|
$1.06 Million
0.0% of portfolio
|
Q4 2024
Added 3.55%
|
|
|
Baker Ellis Asset Management LLC
|
Jan 17, 2025 Q4 2024 |
37,000
shares
|
$1.05 Million
0.14% of portfolio
|
Q3 2024
Reduced 11.9%
|