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 |
|---|---|---|---|---|---|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
2,549
shares
|
$100,252
0.01% of portfolio
|
Q2 2025
Added 221.44%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
2,200
shares
|
$86,526
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
2,000
shares
|
$78,660
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
1,949
shares
|
$76,654
0.0% of portfolio
|
Q2 2025
Reduced 22.44%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Oct 27, 2025 Q3 2025 |
1,702
shares
|
$66,939
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Nov 14, 2025 Q3 2025 |
1,510
shares
|
$59,388
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
1,261
shares
|
$49,595
0.0% of portfolio
|
Q2 2025
Reduced 20.14%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 12, 2025 Q3 2025 |
1,100
shares
|
$43,263
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
1,100
shares
|
$43,263
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
1,009
shares
|
$39,683
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
911
shares
|
$35,829
0.0% of portfolio
|
Q1 2024
Reduced 49.39%
|
|
|
Hollencrest Capital Management
|
Nov 03, 2025 Q3 2025 |
860
shares
|
$33,823
0.0% of portfolio
|
Q4 2023
Reduced 52.7%
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
850
shares
|
$33,430
0.01% of portfolio
|
Q3 2025
Reduced 3.63%
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
Nov 14, 2025 Q3 2025 |
800
shares
|
$31,464
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
781
shares
|
$30,716
0.01% of portfolio
|
Q2 2024
Reduced 98.65%
|
|
|
Atwood & Palmer Inc
|
Oct 15, 2025 Q3 2025 |
749
shares
|
$29,458
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
665
shares
|
$26,154
0.0% of portfolio
|
Q3 2025
Reduced 31.37%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
608
shares
|
$23,912
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
508
shares
|
$19,979
0.0% of portfolio
|
Q3 2025
Added 5.18%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 21, 2025 Q3 2025 |
500
shares
|
$19,665
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
449
shares
|
$17,659
0.0% of portfolio
|
Q3 2025
Reduced 58.0%
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Oct 31, 2025 Q3 2025 |
447
shares
|
$17,580
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
394
shares
|
$15,496
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 14, 2025 Q3 2025 |
383
shares
|
$15,063
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
340
shares
|
$13,372
0.01% of portfolio
|
Q4 2024
New holding
|
|