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 |
|---|---|---|---|---|---|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
8,459
shares
|
$239,558
0.0% of portfolio
|
Q4 2024
Reduced 4.24%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Feb 12, 2025 Q4 2024 |
8,275
shares
|
$234,348
0.03% of portfolio
|
Q3 2024
Reduced 19.46%
|
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2025 Q4 2024 |
8,236
shares
|
$233,243
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Thompson Davis & Co., Inc.
|
Feb 03, 2025 Q4 2024 |
7,975
shares
|
$225,852
0.13% of portfolio
|
Q4 2024
Reduced 31.63%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
7,500
shares
|
$212,400
0.0% of portfolio
|
Q1 2022
Added 33.93%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
7,500
shares
|
$212,400
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
7,492
shares
|
$212,173
0.0% of portfolio
|
Q2 2024
Reduced 1.51%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
6,898
shares
|
$195,351
0.03% of portfolio
|
Q4 2024
Reduced 43.47%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 22, 2025 Q4 2024 |
6,430
shares
|
$182,097
0.03% of portfolio
|
Q3 2024
Added 32.71%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
6,381
shares
|
$180,709
0.01% of portfolio
|
Q2 2024
Added 262.56%
|
|
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
Feb 14, 2025 Q4 2024 |
5,734
shares
|
$162,386
0.0% of portfolio
|
Q4 2024
Added 54.39%
|
|
|
Hm Payson & CO
Portland, ME |
Feb 07, 2025 Q4 2024 |
5,454
shares
|
$154,457
0.0% of portfolio
|
Q4 2024
Reduced 35.68%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
5,000
shares
|
$141,600
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
4,836
shares
|
$136,955
0.0% of portfolio
|
Q1 2024
Reduced 20.4%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
4,740
shares
|
$134,236
0.0% of portfolio
|
Q4 2024
Added 55.0%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
4,425
shares
|
$125,316
0.0% of portfolio
|
Q4 2024
Reduced 4.63%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
4,139
shares
|
$117,216
0.0% of portfolio
|
Q3 2024
Added 3.48%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Feb 11, 2025 Q4 2024 |
3,575
shares
|
$101,244
0.0% of portfolio
|
Q4 2021
Added 38.83%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
3,326
shares
|
$94,192
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
2,944
shares
|
$83,374
0.0% of portfolio
|
Q2 2024
Added 0.72%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Jan 30, 2025 Q4 2024 |
2,896
shares
|
$82,014
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
1,838
shares
|
$52,052
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jan 29, 2025 Q4 2024 |
1,639
shares
|
$46,416
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
1,579
shares
|
$44,717
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
1,200
shares
|
$33,984
0.0% of portfolio
|
Q3 2023
Reduced 16.61%
|