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 |
|---|---|---|---|---|---|
|
Centaurus Financial, Inc.
|
Nov 20, 2025 Q3 2025 |
103,577
shares
|
$4.07 Million
0.22% of portfolio
|
Q3 2025
Added 5.07%
|
|
|
Simplicity Wealth,Llc
|
Oct 30, 2025 Q3 2025 |
102,949
shares
|
$4.05 Million
0.24% of portfolio
|
Q3 2025
New holding
|
|
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
Nov 14, 2025 Q3 2025 |
101,826
shares
|
$4 Million
1.61% of portfolio
|
Q3 2025
Added 1052.92%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
101,074
shares
|
$3.98 Million
0.05% of portfolio
|
Q3 2025
Added 5.91%
|
|
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
Nov 14, 2025 Q3 2025 |
96,476
shares
|
$3.79 Million
0.0% of portfolio
|
Q3 2025
Added 10.21%
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
94,250
shares
|
$3.71 Million
0.99% of portfolio
|
Q3 2025
Added 1.07%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
88,060
shares
|
$3.46 Million
0.04% of portfolio
|
Q3 2025
Added 0.5%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
87,955
shares
|
$3.46 Million
0.01% of portfolio
|
Q3 2025
Added 59.47%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
87,604
shares
|
$3.45 Million
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Sheets Smith Wealth Management
|
Oct 16, 2025 Q3 2025 |
83,981
shares
|
$3.3 Million
0.36% of portfolio
|
Q3 2025
Reduced 1.21%
|
|
|
Lyell Wealth Management, LP
|
Nov 06, 2025 Q3 2025 |
76,495
shares
|
$3.01 Million
0.22% of portfolio
|
Q3 2025
Added 27.93%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
76,384
shares
|
$3 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Castleview Partners, LLC
Dallas, TX |
Oct 10, 2025 Q3 2025 |
71,904
shares
|
$2.83 Million
2.13% of portfolio
|
Q3 2025
Added 10.36%
|
|
|
Meixler Investment Management, Ltd.
Show Low, AZ |
Nov 05, 2025 Q3 2025 |
71,698
shares
|
$2.82 Million
1.76% of portfolio
|
Q3 2025
Added 5.47%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Nov 12, 2025 Q3 2025 |
70,434
shares
|
$2.77 Million
0.9% of portfolio
|
Q3 2025
Reduced 3.41%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
68,601
shares
|
$2.7 Million
0.0% of portfolio
|
Q3 2025
Added 252.02%
|
|
|
Rda Financial Network
|
Jan 06, 2026 Q4 2025 |
64,873
shares
|
$2.55 Million
0.63% of portfolio
|
Q4 2025
Reduced 6.47%
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
64,539
shares
|
$2.54 Million
0.04% of portfolio
|
Q3 2024
Reduced 7.76%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
64,062
shares
|
$2.52 Million
0.0% of portfolio
|
Q3 2025
Added 34.77%
|
|
|
Financial Advisory Service, Inc.
|
Oct 29, 2025 Q3 2025 |
63,767
shares
|
$2.51 Million
0.17% of portfolio
|
Q3 2025
Added 83.56%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
63,579
shares
|
$2.5 Million
0.01% of portfolio
|
Q2 2025
Added 1.58%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
60,404
shares
|
$2.38 Million
0.0% of portfolio
|
Q3 2025
Reduced 2.09%
|
|
|
Warwick Investment Management, Inc.
|
Oct 24, 2025 Q3 2025 |
58,556
shares
|
$2.3 Million
0.38% of portfolio
|
Q3 2025
Added 9.12%
|
|
|
Terra Nova Asset Management LLC
|
Nov 14, 2025 Q3 2025 |
55,695
shares
|
$2.19 Million
1.43% of portfolio
|
Q2 2022
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
53,916
shares
|
$2.12 Million
0.06% of portfolio
|
Q3 2025
Reduced 21.18%
|
|