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 |
|---|---|---|---|---|---|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 15, 2026 Q4 2025 |
27,160
shares
|
$1.07 Million
0.15% of portfolio
|
Q4 2025
Added 6.97%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
26,816
shares
|
$1.05 Million
0.01% of portfolio
|
Q3 2025
Added 19.51%
|
|
|
Merk Investments LLC
Menlo Park, CA |
Nov 14, 2025 Q3 2025 |
26,604
shares
|
$1.05 Million
0.45% of portfolio
|
Q3 2025
Added 38.21%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
26,025
shares
|
$1.02 Million
0.03% of portfolio
|
Q3 2025
Reduced 21.14%
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
25,597
shares
|
$1.01 Million
0.01% of portfolio
|
Q3 2025
Added 4.83%
|
|
|
Cadence Bank
Tupelo, MS |
Nov 13, 2025 Q3 2025 |
25,402
shares
|
$999,060
0.06% of portfolio
|
Q3 2025
Added 143.8%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
24,748
shares
|
$973,338
0.0% of portfolio
|
Q2 2025
Reduced 39.1%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 13, 2026 Q4 2025 |
24,391
shares
|
$959,298
0.01% of portfolio
|
Q4 2025
Reduced 27.02%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 14, 2026 Q4 2025 |
23,614
shares
|
$928,738
0.2% of portfolio
|
Q4 2025
Added 1.85%
|
|
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
23,331
shares
|
$917,608
0.17% of portfolio
|
Q3 2025
Reduced 1.08%
|
|
|
White Pine Capital LLC
Golden Valley, MN |
Nov 10, 2025 Q3 2025 |
22,311
shares
|
$877,491
0.25% of portfolio
|
Q2 2025
Reduced 0.45%
|
|
|
Wealth Quarterback LLC
Toms River, NJ |
Jan 14, 2026 Q4 2025 |
20,774
shares
|
$817,041
0.31% of portfolio
|
Q4 2025
Added 33.31%
|
|
|
Spectrum Planning & Advisory Services Inc.
|
Nov 13, 2025 Q3 2025 |
20,048
shares
|
$788,487
0.5% of portfolio
|
Q3 2025
Added 2.79%
|
|
|
Adirondack Retirement Specialists, Inc.
|
Oct 24, 2023 Q3 2023 |
19,964
shares
|
$785,184
0.33% of portfolio
|
Q3 2023
Reduced 1.28%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
19,512
shares
|
$767,406
0.0% of portfolio
|
Q3 2025
Added 28.16%
|
|
|
Financial & Tax Architects, LLC
St Louis, MO |
Nov 05, 2025 Q3 2025 |
19,157
shares
|
$753,444
0.16% of portfolio
|
Q3 2025
Added 44.84%
|
|
|
Thompson Davis & Co., Inc.
|
Jan 12, 2026 Q4 2025 |
18,700
shares
|
$735,471
0.46% of portfolio
|
Q4 2025
Added 64.04%
|
|
|
Lehman & Derafelo Financial Resources LLC
|
Jan 20, 2023 Q4 2022 |
17,800
shares
|
$700,074
0.09% of portfolio
|
Q4 2021
Added 18.67%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Nov 10, 2025 Q3 2025 |
17,307
shares
|
$680,684
0.03% of portfolio
|
Q3 2025
Reduced 1.94%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
16,548
shares
|
$650,832
0.02% of portfolio
|
Q3 2025
Added 4.88%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Nov 14, 2025 Q3 2025 |
16,174
shares
|
$636,123
0.02% of portfolio
|
Q3 2025
Added 25.98%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
15,895
shares
|
$625,150
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
14,924
shares
|
$586,960
0.0% of portfolio
|
Q2 2025
Added 46.72%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Oct 20, 2025 Q3 2025 |
14,761
shares
|
$580,550
0.06% of portfolio
|
Q3 2025
Added 5.2%
|
|
|
Shufro Rose & CO LLC
|
Nov 12, 2025 Q3 2025 |
14,751
shares
|
$580,156
0.05% of portfolio
|
Q3 2025
Reduced 1.98%
|
|