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 212 institutions that hold shares in the stock, with a total of 27 Million shares, which have been reported (via 13F filing form) to have a value of $883 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
88,842
shares
|
$2.91 Million
0.13% of portfolio
|
Q1 2025
Reduced 18.95%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
87,625
shares
|
$2.87 Million
0.04% of portfolio
|
Q2 2025
Reduced 1.76%
|
|
|
Sheets Smith Wealth Management
|
Jul 15, 2025 Q2 2025 |
85,009
shares
|
$2.78 Million
0.33% of portfolio
|
Q2 2025
Added 11.65%
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
83,500
shares
|
$2.73 Million
0.92% of portfolio
|
Q1 2025
New holding
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Jul 22, 2025 Q2 2025 |
72,922
shares
|
$2.39 Million
0.86% of portfolio
|
Q2 2025
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
71,416
shares
|
$2.34 Million
0.07% of portfolio
|
Q1 2025
Reduced 25.82%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
68,401
shares
|
$2.24 Million
0.07% of portfolio
|
Q2 2025
Added 26.35%
|
|
|
Meixler Investment Management, Ltd.
Show Low, AZ |
Aug 04, 2025 Q2 2025 |
67,977
shares
|
$2.23 Million
1.54% of portfolio
|
Q2 2025
Added 24.14%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jul 15, 2025 Q2 2025 |
65,156
shares
|
$2.13 Million
1.86% of portfolio
|
Q2 2025
Reduced 23.38%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
64,539
shares
|
$2.11 Million
0.03% of portfolio
|
Q3 2024
Reduced 7.76%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
62,591
shares
|
$2.05 Million
0.02% of portfolio
|
Q1 2025
Added 0.47%
|
|
|
Rda Financial Network
|
Jul 03, 2025 Q2 2025 |
61,237
shares
|
$2.01 Million
0.54% of portfolio
|
Q2 2025
Added 178.57%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
61,033
shares
|
$2 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.93%
|
|
|
Lyell Wealth Management, LP
|
Jul 29, 2025 Q2 2025 |
59,795
shares
|
$1.96 Million
0.15% of portfolio
|
Q1 2025
Added 20.4%
|
|
|
Terra Nova Asset Management LLC
|
Apr 23, 2025 Q1 2025 |
55,695
shares
|
$1.82 Million
1.42% of portfolio
|
Q2 2022
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
55,153
shares
|
$1.81 Million
0.0% of portfolio
|
Q1 2025
Added 44.88%
|
|
|
Warwick Investment Management, Inc.
|
Jul 21, 2025 Q2 2025 |
53,661
shares
|
$1.76 Million
0.33% of portfolio
|
Q2 2025
Added 5.51%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
49,797
shares
|
$1.63 Million
0.07% of portfolio
|
Q4 2023
Reduced 0.14%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
49,616
shares
|
$1.62 Million
0.05% of portfolio
|
Q1 2025
Added 325.56%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
48,385
shares
|
$1.58 Million
0.0% of portfolio
|
Q1 2025
Added 7.72%
|
|
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
Jul 28, 2025 Q2 2025 |
48,114
shares
|
$1.58 Million
0.91% of portfolio
|
Q2 2025
Reduced 5.37%
|
|
|
Hbw Advisory Services LLC
|
Jul 02, 2025 Q2 2025 |
47,478
shares
|
$1.55 Million
0.21% of portfolio
|
Q2 2025
Added 19.47%
|
|
|
Wespac Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
46,073
shares
|
$1.51 Million
1.15% of portfolio
|
Q1 2025
Reduced 1.07%
|
|
|
Walkner Condon Financial Advisors LLC
|
Aug 06, 2025 Q2 2025 |
43,664
shares
|
$1.43 Million
0.26% of portfolio
|
Q2 2025
Added 4.92%
|
|
|
Clear Harbor Asset Management, LLC
|
Jul 14, 2025 Q2 2025 |
41,750
shares
|
$1.37 Million
0.1% of portfolio
|
Q2 2025
Reduced 2.34%
|