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 |
|---|---|---|---|---|---|
|
Wespac Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
46,573
shares
|
$1.21 Million
0.9% of portfolio
|
Q2 2024
Reduced 11.71%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
46,422
shares
|
$1.2 Million
0.04% of portfolio
|
Q3 2024
Added 121.49%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
45,223
shares
|
$1.17 Million
0.01% of portfolio
|
Q3 2024
Reduced 13.87%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
44,603
shares
|
$1.16 Million
0.04% of portfolio
|
Q3 2024
Added 1.15%
|
|
|
Clear Harbor Asset Management, LLC
|
Oct 24, 2024 Q3 2024 |
42,750
shares
|
$1.11 Million
0.09% of portfolio
|
Q2 2024
Reduced 20.59%
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 31, 2024 Q3 2024 |
41,622
shares
|
$1.08 Million
0.22% of portfolio
|
Q3 2024
Reduced 3.81%
|
|
|
Crawford Fund Management, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
39,900
shares
|
$1.04 Million
0.22% of portfolio
|
Q2 2024
Reduced 24.57%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
38,027
shares
|
$986,800
0.05% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
Baker Ellis Asset Management LLC
|
Oct 15, 2024 Q3 2024 |
37,000
shares
|
$960,150
0.14% of portfolio
|
Q3 2024
Reduced 11.9%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
36,539
shares
|
$948,187
0.0% of portfolio
|
Q3 2024
Added 9.87%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
36,300
shares
|
$941,985
0.0% of portfolio
|
Q3 2024
Added 0.47%
|
|
|
Sheets Smith Wealth Management
|
Nov 01, 2024 Q3 2024 |
36,116
shares
|
$937,210
0.11% of portfolio
|
Q2 2024
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
32,698
shares
|
$848,513
0.0% of portfolio
|
Q3 2024
Reduced 8.8%
|
|
|
Mayflower Financial Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
31,595
shares
|
$819,890
0.13% of portfolio
|
Q3 2024
Added 1.61%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
30,616
shares
|
$794,485
0.0% of portfolio
|
Q3 2024
Reduced 23.94%
|
|
|
Quadrature Capital LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
30,071
shares
|
$780,342
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Private Portfolio Partners LLC
|
Nov 08, 2024 Q3 2024 |
29,688
shares
|
$770,403
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Sloy Dahl & Holst, LLC
|
Oct 17, 2024 Q3 2024 |
28,795
shares
|
$747,230
0.13% of portfolio
|
Q3 2024
Added 15.46%
|
|
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
26,830
shares
|
$696,238
0.18% of portfolio
|
Q3 2024
Added 1.41%
|
|
|
Foundations Investment Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
26,570
shares
|
$689,491
0.02% of portfolio
|
Q3 2024
Added 88.2%
|
|
|
White Pine Capital LLC
Golden Valley, MN |
Nov 12, 2024 Q3 2024 |
24,547
shares
|
$636,994
0.22% of portfolio
|
Q3 2024
Added 2.59%
|
|
|
Shufro Rose & CO LLC
|
Nov 12, 2024 Q3 2024 |
23,203
shares
|
$602,117
0.05% of portfolio
|
Q2 2024
Reduced 6.2%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
22,634
shares
|
$587,352
0.0% of portfolio
|
Q3 2024
Added 916.8%
|
|
|
Rda Financial Network
|
Oct 15, 2024 Q3 2024 |
22,118
shares
|
$573,962
0.18% of portfolio
|
Q3 2024
Added 39.51%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
21,074
shares
|
$546,870
0.0% of portfolio
|
Q3 2024
Added 76.2%
|