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 240 institutions that hold shares in the stock, with a total of 29.4 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 |
|---|---|---|---|---|---|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
49,797
shares
|
$1.96 Million
0.07% of portfolio
|
Q4 2023
Reduced 0.14%
|
|
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
Jan 16, 2026 Q4 2025 |
48,910
shares
|
$1.92 Million
1.08% of portfolio
|
Q4 2025
Reduced 4.07%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
48,678
shares
|
$1.91 Million
0.05% of portfolio
|
Q3 2025
Reduced 1.73%
|
|
|
Accurate Wealth Management, LLC
|
Jan 13, 2026 Q4 2025 |
46,701
shares
|
$1.84 Million
0.27% of portfolio
|
Q4 2025
Added 33.07%
|
|
|
Wespac Advisors, LLC
|
Jan 14, 2026 Q4 2025 |
46,073
shares
|
$1.81 Million
1.17% of portfolio
|
Q1 2025
Reduced 1.07%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
46,027
shares
|
$1.81 Million
0.0% of portfolio
|
Q3 2025
Added 8.62%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
45,789
shares
|
$1.8 Million
0.03% of portfolio
|
Q3 2025
Added 20.35%
|
|
|
Warwick Investment Management, Inc.
|
Jan 15, 2026 Q4 2025 |
44,725
shares
|
$1.76 Million
0.27% of portfolio
|
Q4 2025
Reduced 23.62%
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 28, 2025 Q3 2025 |
44,296
shares
|
$1.74 Million
0.27% of portfolio
|
Q3 2025
Added 1.45%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 14, 2025 Q3 2025 |
43,691
shares
|
$1.72 Million
0.1% of portfolio
|
Q3 2025
Added 8.05%
|
|
|
Sprott Inc.
Toronto, A6 |
Nov 12, 2025 Q3 2025 |
43,363
shares
|
$1.71 Million
0.07% of portfolio
|
Q3 2025
Reduced 0.99%
|
|
|
Washington Trust Advisors, Inc.
|
Nov 10, 2025 Q3 2025 |
42,994
shares
|
$1.69 Million
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Evoke Wealth, LLC
|
Nov 14, 2025 Q3 2025 |
41,799
shares
|
$1.64 Million
0.03% of portfolio
|
Q3 2025
Added 15.15%
|
|
|
Clear Harbor Asset Management, LLC
|
Nov 14, 2025 Q3 2025 |
41,750
shares
|
$1.64 Million
0.11% of portfolio
|
Q2 2025
Reduced 2.34%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
40,195
shares
|
$1.58 Million
0.02% of portfolio
|
Q2 2025
Added 8.44%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
40,054
shares
|
$1.58 Million
0.02% of portfolio
|
Q3 2025
Reduced 3.42%
|
|
|
Sloy Dahl & Holst, LLC
|
Oct 14, 2025 Q3 2025 |
38,595
shares
|
$1.52 Million
0.17% of portfolio
|
Q3 2025
Added 1.94%
|
|
|
Mayflower Financial Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
38,105
shares
|
$1.5 Million
0.15% of portfolio
|
Q4 2025
Added 1.82%
|
|
|
Baker Ellis Asset Management LLC
|
Oct 23, 2025 Q3 2025 |
37,000
shares
|
$1.46 Million
0.18% of portfolio
|
Q3 2024
Reduced 11.9%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 12, 2026 Q4 2025 |
36,338
shares
|
$1.43 Million
0.98% of portfolio
|
Q4 2025
Reduced 49.46%
|
|
|
Procyon Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
33,978
shares
|
$1.34 Million
0.02% of portfolio
|
Q4 2025
Added 2.4%
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Oct 10, 2025 Q3 2025 |
33,075
shares
|
$1.3 Million
0.6% of portfolio
|
Q3 2025
Reduced 9.48%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 14, 2025 Q3 2025 |
31,162
shares
|
$1.23 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
30,661
shares
|
$1.21 Million
0.14% of portfolio
|
Q4 2024
Added 3.28%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
29,736
shares
|
$1.17 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|