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 |
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
41,473
shares
|
$1.36 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.0%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
40,639
shares
|
$1.33 Million
0.01% of portfolio
|
Q1 2025
Added 2.78%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
40,195
shares
|
$1.32 Million
0.02% of portfolio
|
Q2 2025
Added 8.44%
|
|
|
Crawford Fund Management, LLC
Boston, MA |
May 15, 2025 Q1 2025 |
39,900
shares
|
$1.31 Million
0.29% of portfolio
|
Q2 2024
Reduced 24.57%
|
|
|
Sloy Dahl & Holst, LLC
|
Jul 30, 2025 Q2 2025 |
37,860
shares
|
$1.24 Million
0.19% of portfolio
|
Q1 2025
Added 25.22%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
37,587
shares
|
$1.23 Million
0.0% of portfolio
|
Q3 2024
Added 0.47%
|
|
|
Mayflower Financial Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
37,090
shares
|
$1.21 Million
0.17% of portfolio
|
Q2 2025
Added 9.44%
|
|
|
Baker Ellis Asset Management LLC
|
Jul 08, 2025 Q2 2025 |
37,000
shares
|
$1.21 Million
0.17% of portfolio
|
Q3 2024
Reduced 11.9%
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Jul 10, 2025 Q2 2025 |
36,540
shares
|
$1.2 Million
0.6% of portfolio
|
Q2 2025
Added 0.68%
|
|
|
Evoke Wealth, LLC
|
Aug 07, 2025 Q2 2025 |
36,299
shares
|
$1.19 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
33,798
shares
|
$1.11 Million
0.02% of portfolio
|
Q1 2025
Added 5.28%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
33,420
shares
|
$1.09 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.33%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
33,003
shares
|
$1.08 Million
0.03% of portfolio
|
Q2 2025
Added 36.8%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
30,661
shares
|
$1 Million
0.14% of portfolio
|
Q4 2024
Added 3.28%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
29,452
shares
|
$964,553
0.05% of portfolio
|
Q4 2024
Reduced 22.55%
|
|
|
Sequoia Financial Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
28,136
shares
|
$921,454
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
May 16, 2025 Q1 2025 |
26,838
shares
|
$878,944
0.25% of portfolio
|
Q1 2025
Added 7.55%
|
|
|
Accurate Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
25,845
shares
|
$846,423
0.14% of portfolio
|
Q2 2025
Added 116.28%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
25,480
shares
|
$834,470
0.12% of portfolio
|
Q2 2025
Added 133.25%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
24,417
shares
|
$799,656
0.01% of portfolio
|
Q2 2025
Added 6.88%
|
|
|
White Pine Capital LLC
Golden Valley, MN |
May 13, 2025 Q1 2025 |
22,411
shares
|
$733,960
0.24% of portfolio
|
Q1 2025
Reduced 5.62%
|
|
|
Procyon Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
21,929
shares
|
$718,174
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
20,205
shares
|
$661,713
0.16% of portfolio
|
Q2 2025
Added 57.85%
|
|
|
Adirondack Retirement Specialists, Inc.
|
Oct 24, 2023 Q3 2023 |
19,964
shares
|
$653,821
0.33% of portfolio
|
Q3 2023
Reduced 1.28%
|
|
|
Sprott Inc.
Toronto, A6 |
May 14, 2025 Q1 2025 |
19,923
shares
|
$652,478
0.04% of portfolio
|
Q4 2024
Added 43.56%
|