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 |
|---|---|---|---|---|---|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
33,878
shares
|
$959,424
0.01% of portfolio
|
Q4 2024
Added 151.21%
|
|
|
Mayflower Financial Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
33,555
shares
|
$950,277
0.13% of portfolio
|
Q4 2024
Added 6.2%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
32,103
shares
|
$909,156
0.02% of portfolio
|
Q4 2024
Added 20.82%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
30,661
shares
|
$868,319
0.14% of portfolio
|
Q4 2024
Added 3.28%
|
|
|
Sloy Dahl & Holst, LLC
|
Jan 24, 2025 Q4 2024 |
30,235
shares
|
$856,255
0.11% of portfolio
|
Q4 2024
Added 5.0%
|
|
|
Sequoia Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
28,136
shares
|
$796,811
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Flow Traders U.S. LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
25,032
shares
|
$708,906
0.03% of portfolio
|
Q4 2024
Added 115.37%
|
|
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
24,955
shares
|
$706,725
0.17% of portfolio
|
Q4 2024
Reduced 6.99%
|
|
|
Rda Financial Network
|
Jan 15, 2025 Q4 2024 |
24,016
shares
|
$680,133
0.18% of portfolio
|
Q4 2024
Added 8.58%
|
|
|
White Pine Capital LLC
Golden Valley, MN |
Jan 30, 2025 Q4 2024 |
23,746
shares
|
$672,486
0.21% of portfolio
|
Q4 2024
Reduced 3.26%
|
|
|
Shufro Rose & CO LLC
|
Nov 12, 2024 Q3 2024 |
23,203
shares
|
$657,108
0.05% of portfolio
|
Q2 2024
Reduced 6.2%
|
|
|
Wms Partners, LLC
|
Feb 14, 2025 Q4 2024 |
21,415
shares
|
$606,472
0.03% of portfolio
|
Q4 2024
Added 3.9%
|
|
|
Adirondack Retirement Specialists, Inc.
|
Oct 24, 2023 Q3 2023 |
19,964
shares
|
$565,380
0.33% of portfolio
|
Q3 2023
Reduced 1.28%
|
|
|
Sprott Inc.
Toronto, A6 |
Feb 04, 2025 Q4 2024 |
19,923
shares
|
$564,219
0.04% of portfolio
|
Q4 2024
Added 43.56%
|
|
|
Merk Investments LLC
Menlo Park, CA |
Feb 14, 2025 Q4 2024 |
19,763
shares
|
$559,688
0.58% of portfolio
|
Q4 2024
Added 37.32%
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
19,634
shares
|
$556,034
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Spectrum Planning & Advisory Services Inc.
|
Jan 22, 2025 Q4 2024 |
19,427
shares
|
$550,172
0.43% of portfolio
|
Q3 2024
Added 50.59%
|
|
|
Hbw Advisory Services LLC
|
Jan 10, 2025 Q4 2024 |
19,032
shares
|
$538,986
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Lehman & Derafelo Financial Resources LLC
|
Jan 20, 2023 Q4 2022 |
17,800
shares
|
$504,096
0.09% of portfolio
|
Q4 2021
Added 18.67%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
15,785
shares
|
$447,031
0.0% of portfolio
|
Q4 2024
Reduced 0.34%
|
|
|
Whittier Trust CO
|
Feb 11, 2025 Q4 2024 |
15,535
shares
|
$439,951
0.01% of portfolio
|
Q3 2024
Reduced 18.39%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
15,225
shares
|
$431,172
0.0% of portfolio
|
Q4 2023
Reduced 2.28%
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Jan 15, 2025 Q4 2024 |
15,196
shares
|
$430,350
0.11% of portfolio
|
Q4 2024
Added 2.59%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Feb 06, 2025 Q4 2024 |
14,600
shares
|
$413,472
0.03% of portfolio
|
Q4 2024
Reduced 96.05%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Feb 11, 2025 Q4 2024 |
14,398
shares
|
$407,751
0.02% of portfolio
|
Q4 2024
Reduced 20.05%
|