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Van Eck Merk Gold Trust (OUNZ) Institutional Ownership

Van Eck Merk Gold Trust logo
$26.06 -0.13 (-0.50%)
As of 01/17/2025 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Van Eck Merk Gold Trust (NYSEARCA:OUNZ)

Number of
Institutional Buyers
(last 12 months)
71
Total
Institutional Inflows
(last 12 months)
$112.81M
Number of
Institutional Sellers
(last 12 months)
38
Total
Institutional Outflows
(last 12 months)
$20.09M
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OUNZ Institutional Buying and Selling by Quarter

Van Eck Merk Gold Trust Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/17/2025Fiduciary Family Office LLC459,645$11.63M3.4%N/A1.126%
1/17/2025Sheets Smith Wealth Management48,041$1.22M0.1%+33.0%0.118%
1/16/2025SFG Wealth Management LLC.82,130$2.08M1.1%-7.7%0.201%
1/16/2025Smart Money Group LLC153,016$3.87M1.3%+15.0%0.375%
1/15/2025 Ameritas Advisory Services LLC278,903$7.06M0.2%+23.8%0.683%
1/15/2025 RDA Financial Network24,016$608K0.2%+8.6%0.059%
1/15/2025 Morton Capital Management LLC CA4,267,174$107.96M20.3%-2.9%10.451%
1/10/2025 HBW Advisory Services LLC19,032$482K0.1%N/A0.047%
1/10/2025 Wealth Enhancement Advisory Services LLC757,511$19.23M0.0%+0.2%1.855%
1/10/2025 ORG Partners LLC13,135$332K0.0%-17.1%0.032%
11/15/2024MML Investors Services LLC360,538$9.15M0.0%+14.9%0.883%
11/15/2024Legacy Investment Solutions LLC1,100$27K0.0%N/A0.003%
11/15/2024Orion Portfolio Solutions LLC14,424$366K0.0%+9.7%0.035%
11/15/2024Stifel Financial Corp30,616$777K0.0%-23.9%0.075%
11/15/2024Quadrature Capital Ltd30,071$764K0.0%N/A0.074%
11/15/2024IHT Wealth Management LLC135,607$3.44M0.1%-30.3%0.332%
11/15/2024HighTower Advisors LLC352,081$8.94M0.0%+1.8%0.862%
11/14/2024Flow Traders U.S. LLC11,623$295K0.0%N/A0.028%
11/14/2024Rockefeller Capital Management L.P.32,698$830K0.0%-8.8%0.080%
11/13/2024Cadence Bank11,588$294K0.0%-6.9%0.028%
11/13/2024Patton Albertson Miller Group LLC12,365$314K0.0%N/A0.030%
11/12/2024Pekin Hardy Strauss Inc.387,890$9.85M1.3%-4.6%0.950%
11/12/2024Pitcairn Co.1,485,936$37.73M2.2%+1.1%3.639%
11/8/2024Thompson Davis & CO. Inc.11,665$296K0.2%+6.9%0.029%
11/8/2024Spectrum Planning & Advisory Services Inc.19,427$493K0.5%+50.6%0.048%
11/6/2024Euro Pacific Asset Management LLC414,919$10.56M1.9%+3.6%1.016%
11/6/2024OneDigital Investment Advisors LLC45,223$1.15M0.0%-13.9%0.111%
11/6/2024Lifeworks Advisors LLC273,021$6.93M1.4%-2.5%0.669%
11/6/2024Oppenheimer & Co. Inc.70,985$1.80M0.0%-0.8%0.174%
11/4/2024Mayflower Financial Advisors LLC31,595$802K0.1%+1.6%0.077%
11/4/2024Sigma Planning Corp44,603$1.13M0.0%+1.2%0.109%
11/1/2024Wealth Quarterback LLC12,017$305K0.2%+8.9%0.029%
11/1/2024SFG Wealth Management LLC.88,951$2.26M1.2%+179.7%0.218%
10/31/2024Walkner Condon Financial Advisors LLC41,622$1.06M0.2%-3.8%0.102%
10/30/2024 Ameritas Advisory Services LLC225,201$5.72M0.2%-4.3%0.552%
10/30/2024Capital Wealth Alliance LLC147,114$3.74M2.2%+0.8%0.360%
10/29/2024Solstein Capital LLC232,608$5.91M3.0%+20.9%0.570%
10/29/2024Van ECK Associates Corp806,138$21.15M0.0%-9.0%1.974%
10/29/2024Tower Wealth Partners Inc.50,679$1.29M0.7%+1.0%0.124%
10/29/2024Farther Finance Advisors LLC46,422$1.18M0.0%+121.5%0.114%
10/28/2024Gladstone Institutional Advisory LLC46,858$1.19M0.1%N/A0.115%
10/28/2024Petra Financial Advisors Inc.12,202$310K0.2%N/A0.030%
10/24/2024 Wealth Enhancement Advisory Services LLC756,256$19.20M0.0%+1.2%1.852%
10/23/2024Silver Oak Securities Incorporated276,303$7.08M0.7%+50.7%0.677%
10/22/2024Private Advisor Group LLC10,265$261K0.0%-16.3%0.025%
10/22/2024Accordant Advisory Group Inc215,673$5.48M4.4%+5.0%0.528%
10/21/2024Foundations Investment Advisors LLC26,570$675K0.0%+88.2%0.065%
10/21/2024Whittier Trust Co.15,535$394K0.0%-18.4%0.038%
10/21/2024Castleview Partners LLC81,555$2.07M1.1%-10.2%0.200%
10/18/2024 Whitaker Myers Wealth Managers LTD.14,812$376K0.1%+10.5%0.036%
10/18/2024Raymond James & Associates251,702$6.39M0.0%-1.6%0.616%
10/17/2024Sloy Dahl & Holst LLC28,795$731K0.1%+15.5%0.071%
10/17/2024DiNuzzo Private Wealth Inc.6,430$163K0.0%+32.7%0.016%
10/16/2024 Wolff Wiese Magana LLC8,236$209K0.1%N/A0.020%
10/11/2024Creative Planning58,110$1.48M0.0%+0.7%0.142%
10/11/2024 ORG Partners LLC15,838$402K0.1%+181.7%0.039%
10/11/2024 Armstrong Advisory Group Inc.1,956$50K0.0%N/A0.005%
10/9/2024Guild Investment Management Inc.144,030$3.66M3.9%+7.2%0.353%
10/9/2024 Morton Capital Management LLC CA4,394,371$111.57M22.0%-1.6%10.763%
10/8/2024Mather Group LLC.13,486$342K0.0%-67.3%0.033%
8/22/2024Cetera Investment Advisers1,495,062$33.58M0.1%+103.2%3.662%
8/16/2024Creative Planning57,718$1.30M0.0%+0.8%0.141%
8/15/2024Wick Capital Partners LLC13,411$301K0.1%N/A0.033%
8/14/2024Merk Investments LLC18,800$422K0.5%N/A0.046%
8/10/2024Tower Wealth Partners Inc.50,184$1.13M0.7%-7.9%0.123%
8/9/2024Pekin Hardy Strauss Inc.406,740$9.14M1.3%-5.0%0.996%
8/9/2024Renaissance Technologies LLC102,800$2.31M0.0%+60.6%0.252%
8/8/2024Lyell Wealth Management LP49,665$1.12M0.1%+56.6%0.122%
8/8/2024Envestnet Asset Management Inc.699,438$15.71M0.0%+70.5%1.713%
8/8/2024LPL Financial LLC1,666,871$37.44M0.0%+4.6%4.082%
8/6/2024Chartist Inc. CA6,246$140K0.1%N/A0.015%
8/6/2024Strategic Financial Concepts LLC234,898$5.28M0.0%+1,530.7%0.575%
8/3/2024Mayflower Financial Advisors LLC31,095$698K0.1%+21.8%0.076%
8/2/2024Foundations Investment Advisors LLC14,118$317K0.0%N/A0.035%
7/31/2024Farther Finance Advisors LLC20,959$472K0.0%N/A0.051%
7/31/2024Van ECK Associates Corp885,634$19.89M0.0%-2.4%2.169%
7/31/2024Commonwealth Equity Services LLC178,665$4.01M0.0%-20.1%0.438%
7/30/2024WESPAC Advisors LLC46,573$1.05M0.8%-11.7%0.114%
7/30/2024DiNuzzo Private Wealth Inc.4,845$109K0.0%N/A0.012%
7/29/2024 Ameritas Advisory Services LLC235,369$5.29M0.2%+11.4%0.576%
7/27/2024 Whitaker Myers Wealth Managers LTD.13,400$301K0.1%+17.5%0.033%
7/26/2024Harbour Investments Inc.5,968$134K0.0%-26.5%0.015%
7/26/2024Cambridge Investment Research Advisors Inc.174,545$3.92M0.0%+10.4%0.427%
7/26/2024Solstein Capital LLC192,451$4.32M2.7%+0.9%0.471%
7/24/2024Capital Wealth Alliance LLC145,882$3.28M1.9%-1.3%0.357%
7/22/2024Sloy Dahl & Holst LLC24,940$560K0.1%+5.7%0.061%
7/19/2024SFG Wealth Management LLC.31,799$714K0.4%N/A0.078%
7/19/2024Raymond James & Associates255,861$5.75M0.0%+21.4%0.627%
7/19/2024Accordant Advisory Group Inc205,417$4.61M4.4%-1.0%0.503%
7/19/2024Spectrum Planning & Advisory Services Inc.12,901$290K0.3%N/A0.032%
7/18/2024 Brookstone Capital Management9,201$218K0.0%-47.1%0.023%
7/17/2024Clear Harbor Asset Management LLC42,750$960K0.1%-20.6%0.105%
7/16/2024 ORG Partners LLC5,623$127K0.0%N/A0.014%
7/16/2024 Wealth Enhancement Advisory Services LLC747,171$16.78M0.0%+112.4%1.830%
7/12/2024 Morton Capital Management LLC CA4,464,873$100.28M23.8%-1.4%10.935%
7/10/2024 RDA Financial Network15,854$356K0.1%N/A0.039%
7/9/2024Mather Group LLC.41,270$886K0.0%-18.2%0.101%
6/21/2024Cape Investment Advisory Inc.11,321$243K0.1%+7.5%0.028%
5/24/2024Cetera Advisor Networks LLC682,989$14.67M0.1%-0.4%1.673%
5/24/2024Cetera Advisors LLC47,018$1.01M0.0%+43.2%0.115%
(Data available from 1/1/2016 forward)

OUNZ Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of OUNZ shares?

During the previous two years, 126 institutional investors and hedge funds held shares of Van Eck Merk Gold Trust. The most heavily invested institutionals were Morton Capital Management LLC CA ($107.96M), Pitcairn Co. ($37.73M), LPL Financial LLC ($37.44M), Cetera Investment Advisers ($33.58M), Van ECK Associates Corp ($21.15M), Wealth Enhancement Advisory Services LLC ($19.23M), and Envestnet Asset Management Inc. ($15.71M).Learn more on OUNZ's institutional investors.

Which institutional investors have been buying Van Eck Merk Gold Trust stock?

Of the 113 institutional investors that purchased Van Eck Merk Gold Trust stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Cetera Investment Advisers ($1.50M), LPL Financial LLC ($515.36K), Wealth Enhancement Advisory Services LLC ($460.31K), Fiduciary Family Office LLC ($459.65K), Envestnet Asset Management Inc. ($443.92K), Strategic Financial Concepts LLC ($258.80K), and Solstein Capital LLC ($232.61K).

How much institutional buying is happening at Van Eck Merk Gold Trust?

Institutional investors have bought a total of 8,216,196 shares in the last 24 months. This purchase volume represents approximately $172.10M in transactions.

Which Van Eck Merk Gold Trust major shareholders have been selling company stock?

Of the 58 institutional investors that sold Van Eck Merk Gold Trust stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Van ECK Associates Corp ($623.33K), Morton Capital Management LLC CA ($261.93K), SFG Wealth Management LLC. ($113.97K), Pekin Hardy Strauss Inc. ($101.12K), NewSquare Capital LLC ($88.78K), Sigma Planning Corp ($88.25K), and Silver Oak Securities Incorporated ($75.02K).

How much institutional selling is happening at Van Eck Merk Gold Trust?

Institutional investors have sold a total of 2,058,584 shares in the last 24 months. This volume of shares sold represents approximately $42.16M in transactions.


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This page (NYSEARCA:OUNZ) was last updated on 1/18/2025 by MarketBeat.com Staff
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