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 164 institutions that hold shares in the stock, with a total of 21.7 Million shares, which have been reported (via 13F filing form) to have a value of $564 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Oct 08, 2024 Q3 2024 |
4,394,371
shares
|
$114 Million
21.96% of portfolio
|
Q3 2024
Reduced 1.58%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
1,963,515
shares
|
$51 Million
0.02% of portfolio
|
Q3 2024
Added 17.8%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
1,554,043
shares
|
$40.3 Million
0.09% of portfolio
|
Q3 2024
Added 3.95%
|
|
|
Pitcairn CO
Jenkintown, PA |
Nov 12, 2024 Q3 2024 |
1,485,936
shares
|
$38.6 Million
2.27% of portfolio
|
Q3 2024
Added 1.09%
|
|
|
Van Eck Associates Corp
|
Oct 29, 2024 Q3 2024 |
806,138
shares
|
$20.9 Million
0.03% of portfolio
|
Q3 2024
Reduced 8.98%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
770,219
shares
|
$20 Million
0.01% of portfolio
|
Q3 2024
Added 10.12%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
757,511
shares
|
$19.7 Million
0.04% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
589,237
shares
|
$15.3 Million
0.0% of portfolio
|
Q3 2024
Added 3.61%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 05, 2024 Q3 2024 |
448,070
shares
|
$11.6 Million
0.69% of portfolio
|
Q3 2024
Added 4.89%
|
|
|
Euro Pacific Asset Management, LLC
Dorado, PR |
Nov 06, 2024 Q3 2024 |
414,919
shares
|
$10.8 Million
1.95% of portfolio
|
Q3 2024
Added 3.62%
|
|
|
Starfox Financial Services, LLC
The Woodlands, TX |
Apr 30, 2024 Q1 2024 |
412,130
shares
|
$10.7 Million
7.36% of portfolio
|
Q1 2024
Added 2.08%
|
|
|
Wealthstar Advisors, LLC
Plano, TX |
Jul 17, 2024 Q2 2024 |
409,946
shares
|
$10.6 Million
7.47% of portfolio
|
Q2 2024
New holding
|
|
|
Pekin Hardy Strauss, Inc.
|
Nov 12, 2024 Q3 2024 |
387,890
shares
|
$10.1 Million
1.31% of portfolio
|
Q3 2024
Reduced 4.63%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
360,538
shares
|
$9.36 Million
0.03% of portfolio
|
Q3 2024
Added 14.87%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
352,081
shares
|
$9.14 Million
0.01% of portfolio
|
Q3 2024
Added 1.77%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
330,010
shares
|
$8.56 Million
0.01% of portfolio
|
Q3 2024
Added 10.54%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 23, 2024 Q3 2024 |
276,303
shares
|
$7.17 Million
0.78% of portfolio
|
Q3 2024
Added 50.67%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Nov 06, 2024 Q3 2024 |
273,021
shares
|
$7.08 Million
1.4% of portfolio
|
Q3 2024
Reduced 2.46%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
251,702
shares
|
$6.53 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.63%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
239,972
shares
|
$6.23 Million
0.81% of portfolio
|
Q1 2023
Added 2.49%
|
|
|
Money Concepts Capital Corp
|
Oct 31, 2024 Q3 2024 |
238,830
shares
|
$6.2 Million
0.49% of portfolio
|
Q3 2024
Reduced 5.56%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
234,900
shares
|
$6.1 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.23%
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Oct 29, 2024 Q3 2024 |
232,608
shares
|
$6.04 Million
3.01% of portfolio
|
Q3 2024
Added 20.87%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
225,201
shares
|
$5.84 Million
0.25% of portfolio
|
Q3 2024
Reduced 4.32%
|
|
|
Accordant Advisory Group Inc
Annapolis, MD |
Oct 21, 2024 Q3 2024 |
215,673
shares
|
$5.6 Million
4.36% of portfolio
|
Q3 2024
Added 4.99%
|