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 |
|---|---|---|---|---|---|
|
Snider Financial Group
Bellevue, WA |
Nov 07, 2025 Q3 2025 |
10,532
shares
|
$414,223
0.11% of portfolio
|
Q2 2021
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
10,355
shares
|
$407,262
0.02% of portfolio
|
Q3 2024
Reduced 3.12%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
9,938
shares
|
$390,861
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
9,870
shares
|
$388,187
0.03% of portfolio
|
Q3 2025
Reduced 0.75%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jan 07, 2026 Q4 2025 |
9,783
shares
|
$384,765
0.01% of portfolio
|
Q4 2025
Reduced 0.21%
|
|
|
Veracity Capital LLC
|
Oct 07, 2025 Q3 2025 |
9,682
shares
|
$380,793
0.12% of portfolio
|
Q3 2025
Added 6.1%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
9,479
shares
|
$372,809
0.02% of portfolio
|
Q3 2025
Added 1.67%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
9,031
shares
|
$355,189
0.0% of portfolio
|
Q3 2025
Added 2.85%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
9,011
shares
|
$354,402
0.01% of portfolio
|
Q3 2025
Added 2.14%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 14, 2025 Q3 2025 |
8,690
shares
|
$341,777
0.05% of portfolio
|
Q3 2025
Added 200.07%
|
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2026 Q4 2025 |
8,236
shares
|
$323,921
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Pure Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
8,078
shares
|
$317,707
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Vontobel Holding Ltd.
|
Oct 15, 2025 Q3 2025 |
8,000
shares
|
$314,640
0.0% of portfolio
|
Q3 2025
Reduced 11.11%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Nov 12, 2025 Q3 2025 |
7,927
shares
|
$311,768
0.04% of portfolio
|
Q2 2025
Reduced 42.0%
|
|
|
Fagan Associates, Inc.
|
Nov 14, 2025 Q3 2025 |
7,910
shares
|
$311,100
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Northwest Financial Advisors
Herndon, VA |
Nov 06, 2025 Q3 2025 |
7,896
shares
|
$310,549
0.38% of portfolio
|
Q1 2025
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
7,759
shares
|
$305,161
0.0% of portfolio
|
Q3 2025
Added 2.65%
|
|
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
Nov 12, 2025 Q3 2025 |
7,696
shares
|
$302,683
0.26% of portfolio
|
Q3 2025
Reduced 52.41%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
7,520
shares
|
$295,761
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
7,500
shares
|
$294,975
0.0% of portfolio
|
Q1 2022
Added 33.93%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
7,500
shares
|
$294,975
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
First Heartland Consultants, Inc.
|
Jan 09, 2026 Q4 2025 |
7,499
shares
|
$294,935
0.03% of portfolio
|
Q4 2025
New holding
|
|
|
Cwa Asset Management Group, LLC
|
Jan 07, 2026 Q4 2025 |
7,478
shares
|
$294,109
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
M Wealth Management, LLC
San Diego, CA |
Oct 21, 2025 Q3 2025 |
7,373
shares
|
$289,980
0.24% of portfolio
|
Q1 2025
Reduced 43.93%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2025 Q3 2025 |
6,950
shares
|
$273,343
0.0% of portfolio
|
Q3 2025
New holding
|
|