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 239 institutions that hold shares in the stock, with a total of 29.5 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 |
|---|---|---|---|---|---|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Oct 15, 2025 Q3 2025 |
14,489
shares
|
$569,852
0.12% of portfolio
|
Q3 2025
Reduced 2.59%
|
|
|
Whittier Trust CO
|
Oct 31, 2025 Q3 2025 |
14,364
shares
|
$564,936
0.01% of portfolio
|
Q3 2025
Reduced 6.03%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
14,316
shares
|
$563,048
0.01% of portfolio
|
Q3 2020
Reduced 55.99%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Nov 12, 2025 Q3 2025 |
14,289
shares
|
$561,986
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
14,047
shares
|
$552,468
0.0% of portfolio
|
Q3 2025
Added 32.91%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 03, 2025 Q3 2025 |
13,635
shares
|
$536,264
0.1% of portfolio
|
Q2 2022
New holding
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2025 Q3 2025 |
13,505
shares
|
$531,151
0.04% of portfolio
|
Q3 2025
Reduced 4.2%
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
Nov 14, 2025 Q3 2025 |
13,411
shares
|
$527,454
0.13% of portfolio
|
Q3 2025
Reduced 29.65%
|
|
|
Abbington Investment Group
Westport, CT |
Oct 23, 2025 Q3 2025 |
13,405
shares
|
$527,218
0.43% of portfolio
|
Q3 2025
New holding
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
13,370
shares
|
$525,842
0.01% of portfolio
|
Q2 2025
Added 90.21%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
13,123
shares
|
$516,127
0.01% of portfolio
|
Q3 2025
Added 4.36%
|
|
|
Invst, LLC
Indianapolis, IN |
Oct 16, 2025 Q2 2025 |
12,856
shares
|
$505,626
0.05% of portfolio
|
Q2 2025
Added 17.69%
|
|
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
Oct 24, 2025 Q3 2025 |
12,417
shares
|
$488,360
0.08% of portfolio
|
Q3 2025
Added 15.41%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 12, 2025 Q3 2025 |
12,158
shares
|
$478,174
0.02% of portfolio
|
Q3 2025
Added 10.35%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
12,094
shares
|
$475,657
0.0% of portfolio
|
Q3 2025
Reduced 14.85%
|
|
|
Davenport & CO LLC
|
Oct 15, 2025 Q3 2025 |
11,900
shares
|
$468,027
0.0% of portfolio
|
Q1 2025
Added 4.39%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Nov 10, 2025 Q3 2025 |
11,500
shares
|
$452,295
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Thompson Davis & Co., Inc.
|
Nov 05, 2025 Q3 2025 |
11,400
shares
|
$448,362
0.28% of portfolio
|
Q3 2025
Added 42.95%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 12, 2025 Q3 2025 |
11,344
shares
|
$446,159
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Pfg Advisors
|
Nov 12, 2025 Q3 2025 |
11,129
shares
|
$437,703
0.02% of portfolio
|
Q3 2025
Added 44.21%
|
|
|
Berkshire Bank
|
Oct 24, 2025 Q3 2025 |
11,128
shares
|
$437,664
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Destiny Capital Corp/Co
Golden, CO |
Oct 31, 2025 Q3 2025 |
11,060
shares
|
$434,989
0.22% of portfolio
|
Q4 2022
New holding
|
|
|
Destiny Capital Securities Corporation
Golden, CO |
Nov 13, 2023 Q3 2023 |
11,060
shares
|
$434,989
0.16% of portfolio
|
Q3 2023
New holding
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Nov 07, 2025 Q3 2025 |
10,996
shares
|
$432,472
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Snider Financial Group
Bellevue, WA |
Nov 07, 2025 Q3 2025 |
10,532
shares
|
$414,223
0.11% of portfolio
|
Q2 2021
New holding
|
|