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 166 institutions that hold shares in the stock, with a total of 22.7 Million shares, which have been reported (via 13F filing form) to have a value of $601 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Oct 28, 2024 Q3 2024 |
12,202
shares
|
$326,037
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Quarterback LLC
Toms River, NJ |
Nov 01, 2024 Q3 2024 |
12,017
shares
|
$321,094
0.16% of portfolio
|
Q3 2024
Added 8.88%
|
|
|
Thompson Davis & Co., Inc.
|
Nov 08, 2024 Q3 2024 |
11,665
shares
|
$311,688
0.22% of portfolio
|
Q3 2024
Added 6.87%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
11,623
shares
|
$310,566
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Cadence Bank
Tupelo, MS |
Nov 13, 2024 Q3 2024 |
11,588
shares
|
$309,631
0.02% of portfolio
|
Q3 2024
Reduced 6.89%
|
|
|
Financial & Tax Architects, LLC
St Louis, MO |
Jan 15, 2025 Q4 2024 |
11,408
shares
|
$304,821
0.07% of portfolio
|
Q4 2024
Added 2.5%
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
11,400
shares
|
$304,608
0.0% of portfolio
|
Q3 2019
Reduced 8.43%
|
|
|
Destiny Capital Securities Corporation
Golden, CO |
Nov 13, 2023 Q3 2023 |
11,060
shares
|
$295,523
0.16% of portfolio
|
Q3 2023
New holding
|
|
|
Destiny Capital Corp/Co
Golden, CO |
Nov 06, 2024 Q3 2024 |
11,060
shares
|
$295,523
0.17% of portfolio
|
Q4 2022
New holding
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
10,917
shares
|
$291,702
0.0% of portfolio
|
Q3 2024
Reduced 33.02%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
10,859
shares
|
$290,152
0.01% of portfolio
|
Q2 2024
Added 6.12%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
10,754
shares
|
$287,346
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Snider Financial Group
Bellevue, WA |
Nov 06, 2024 Q3 2024 |
10,532
shares
|
$281,415
0.1% of portfolio
|
Q2 2021
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
10,355
shares
|
$276,685
0.02% of portfolio
|
Q3 2024
Reduced 3.12%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
10,265
shares
|
$274,280
0.0% of portfolio
|
Q3 2024
Reduced 16.31%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Nov 12, 2024 Q3 2024 |
9,916
shares
|
$264,955
0.08% of portfolio
|
Q3 2024
Reduced 95.78%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
9,090
shares
|
$242,884
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
8,834
shares
|
$236,044
0.0% of portfolio
|
Q3 2024
Reduced 2.48%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
8,479
shares
|
$226,558
0.0% of portfolio
|
Q4 2022
Reduced 38.01%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Nov 14, 2024 Q3 2024 |
8,352
shares
|
$223,165
0.09% of portfolio
|
Q3 2024
Reduced 15.66%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
8,275
shares
|
$221,108
0.03% of portfolio
|
Q3 2024
Reduced 19.46%
|
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2025 Q4 2024 |
8,236
shares
|
$220,065
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
8,052
shares
|
$215,149
0.0% of portfolio
|
Q3 2024
Added 74.66%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
7,500
shares
|
$200,400
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
7,500
shares
|
$200,400
0.0% of portfolio
|
Q1 2022
Added 33.93%
|