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 |
|---|---|---|---|---|---|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
251,702
shares
|
$9.9 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.63%
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Nov 12, 2025 Q3 2025 |
251,697
shares
|
$9.9 Million
2.13% of portfolio
|
Q3 2025
Added 4.71%
|
|
|
Money Concepts Capital Corp
|
Nov 04, 2025 Q3 2025 |
245,264
shares
|
$9.65 Million
0.61% of portfolio
|
Q3 2025
Added 0.87%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
239,972
shares
|
$9.44 Million
0.81% of portfolio
|
Q1 2023
Added 2.49%
|
|
|
Security National Bank
|
Oct 20, 2025 Q3 2025 |
235,510
shares
|
$9.26 Million
1.38% of portfolio
|
Q3 2025
Added 4.43%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Nov 10, 2025 Q3 2025 |
234,868
shares
|
$9.24 Million
3.97% of portfolio
|
Q3 2025
Added 8.26%
|
|
|
Smart Money Group LLC
|
Nov 12, 2025 Q3 2025 |
219,026
shares
|
$8.61 Million
6.65% of portfolio
|
Q3 2025
Added 2.62%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Nov 12, 2025 Q3 2025 |
200,415
shares
|
$7.88 Million
1.04% of portfolio
|
Q3 2025
Reduced 2.01%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Oct 30, 2025 Q3 2025 |
191,532
shares
|
$7.53 Million
2.6% of portfolio
|
Q3 2025
Added 13.04%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
190,422
shares
|
$7.49 Million
0.11% of portfolio
|
Q3 2025
Added 1.88%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
181,043
shares
|
$7.12 Million
0.11% of portfolio
|
Q3 2025
Added 8.59%
|
|
|
Pds Planning, Inc
|
Oct 21, 2025 Q3 2025 |
167,778
shares
|
$6.6 Million
0.44% of portfolio
|
Q4 2021
Reduced -0.0%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 24, 2025 Q3 2025 |
160,123
shares
|
$6.3 Million
0.09% of portfolio
|
Q3 2022
Reduced 1.36%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
159,514
shares
|
$6.27 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Sfg Wealth Management, Llc.
|
Nov 13, 2025 Q3 2025 |
152,050
shares
|
$5.98 Million
2.67% of portfolio
|
Q3 2025
Added 51.27%
|
|
|
Capital Wealth Alliance, LLC
|
Nov 03, 2025 Q3 2025 |
147,569
shares
|
$5.8 Million
2.92% of portfolio
|
Q3 2025
Reduced 0.22%
|
|
|
Guild Investment Management, Inc.
|
Nov 05, 2025 Q3 2025 |
143,290
shares
|
$5.64 Million
5.31% of portfolio
|
Q3 2025
Added 0.61%
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Nov 07, 2025 Q3 2025 |
142,903
shares
|
$5.62 Million
3.1% of portfolio
|
Q3 2025
Added 1.98%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 12, 2025 Q3 2025 |
139,883
shares
|
$5.5 Million
0.45% of portfolio
|
Q3 2025
Added 57.51%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
136,700
shares
|
$5.38 Million
0.01% of portfolio
|
Q3 2025
Added 0.93%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
135,234
shares
|
$5.32 Million
0.06% of portfolio
|
Q3 2025
Added 2.32%
|
|
|
Three Cord True Wealth Management, LLC
Beaver, PA |
Nov 04, 2025 Q3 2025 |
126,926
shares
|
$4.99 Million
3.19% of portfolio
|
Q3 2025
Added 7.87%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Nov 19, 2025 Q3 2025 |
124,798
shares
|
$4.91 Million
0.78% of portfolio
|
Q3 2025
Added 3.45%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2025 Q3 2025 |
117,600
shares
|
$4.63 Million
0.01% of portfolio
|
Q3 2025
Added 19.63%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
115,705
shares
|
$4.55 Million
0.17% of portfolio
|
Q3 2025
Added 30.24%
|
|