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Van Eck Merk Gold Trust (OUNZ) Institutional Ownership

Van Eck Merk Gold Trust logo
$24.72 -0.05 (-0.20%)
(As of 11/15/2024 ET)

Institutional Ownership Changes (13F Filings) for Van Eck Merk Gold Trust (NYSEARCA:OUNZ)

Number of
Institutional Buyers
(last 12 months)
69
Total
Institutional Inflows
(last 12 months)
$100.11M
Number of
Institutional Sellers
(last 12 months)
38
Total
Institutional Outflows
(last 12 months)
$18.43M
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OUNZ Institutional Buying and Selling by Quarter

Van Eck Merk Gold Trust Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
11/15/2024 Stifel Financial Corp30,616$777K0.0%-23.9%0.075%
11/15/2024 Quadrature Capital Ltd30,071$764K0.0%N/A0.074%
11/15/2024 IHT Wealth Management LLC135,607$3.44M0.1%-30.3%0.332%
11/15/2024 HighTower Advisors LLC352,081$8.94M0.0%+1.8%0.862%
11/14/2024 Flow Traders U.S. LLC11,623$295K0.0%N/A0.028%
11/14/2024 Rockefeller Capital Management L.P.32,698$830K0.0%-8.8%0.080%
11/13/2024 Cadence Bank11,588$294K0.0%-6.9%0.028%
11/13/2024 Patton Albertson Miller Group LLC12,365$314K0.0%N/A0.030%
11/12/2024 Pekin Hardy Strauss Inc.387,890$9.85M1.3%-4.6%0.950%
11/12/2024 Pitcairn Co.1,485,936$37.73M2.2%+1.1%3.639%
11/8/2024 Thompson Davis & CO. Inc.11,665$296K0.2%+6.9%0.029%
11/8/2024 Spectrum Planning & Advisory Services Inc.19,427$493K0.5%+50.6%0.048%
11/6/2024 Euro Pacific Asset Management LLC414,919$10.56M1.9%+3.6%1.016%
11/6/2024 OneDigital Investment Advisors LLC45,223$1.15M0.0%-13.9%0.111%
11/6/2024 Lifeworks Advisors LLC273,021$6.93M1.4%-2.5%0.669%
11/6/2024 Oppenheimer & Co. Inc.70,985$1.80M0.0%-0.8%0.174%
11/4/2024 Mayflower Financial Advisors LLC31,595$802K0.1%+1.6%0.077%
11/4/2024 Sigma Planning Corp44,603$1.13M0.0%+1.2%0.109%
11/1/2024 Wealth Quarterback LLC12,017$305K0.2%+8.9%0.029%
11/1/2024 SFG Wealth Management LLC.88,951$2.26M1.2%+179.7%0.218%
10/31/2024 Walkner 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%
10/30/2024 Capital Wealth Alliance LLC147,114$3.74M2.2%+0.8%0.360%
10/29/2024 Solstein Capital LLC232,608$5.91M3.0%+20.9%0.570%
10/29/2024 Van ECK Associates Corp806,138$21.15M0.0%-9.0%1.974%
10/29/2024 Tower Wealth Partners Inc.50,679$1.29M0.7%+1.0%0.124%
10/29/2024 Farther Finance Advisors LLC46,422$1.18M0.0%+121.5%0.114%
10/28/2024 Gladstone Institutional Advisory LLC46,858$1.19M0.1%N/A0.115%
10/28/2024 Petra 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%
10/23/2024 Silver Oak Securities Incorporated276,303$7.08M0.7%+50.7%0.677%
10/22/2024 Private Advisor Group LLC10,265$261K0.0%-16.3%0.025%
10/22/2024 Accordant Advisory Group Inc215,673$5.48M4.4%+5.0%0.528%
10/21/2024 Foundations Investment Advisors LLC26,570$675K0.0%+88.2%0.065%
10/21/2024 Whittier Trust Co.15,535$394K0.0%-18.4%0.038%
10/21/2024 Castleview Partners LLC81,555$2.07M1.1%-10.2%0.200%
10/18/2024Whitaker Myers Wealth Managers LTD.14,812$376K0.1%+10.5%0.036%
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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%
10/11/2024 Creative 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%
10/9/2024 Guild 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%
10/8/2024 Mather Group LLC.13,486$342K0.0%-67.3%0.033%
8/22/2024 Cetera Investment Advisers1,495,062$33.58M0.1%+103.2%3.662%
8/16/2024 Creative Planning57,718$1.30M0.0%+0.8%0.141%
8/15/2024 Wick Capital Partners LLC13,411$301K0.1%N/A0.033%
8/14/2024 Merk Investments LLC18,800$422K0.5%N/A0.046%
8/10/2024 Tower Wealth Partners Inc.50,184$1.13M0.7%-7.9%0.123%
8/9/2024 Pekin Hardy Strauss Inc.406,740$9.14M1.3%-5.0%0.996%
8/9/2024 Renaissance Technologies LLC102,800$2.31M0.0%+60.6%0.252%
8/8/2024 Lyell Wealth Management LP49,665$1.12M0.1%+56.6%0.122%
8/8/2024 Envestnet Asset Management Inc.699,438$15.71M0.0%+70.5%1.713%
8/8/2024 LPL Financial LLC1,666,871$37.44M0.0%+4.6%4.082%
8/6/2024 Chartist Inc. CA6,246$140K0.1%N/A0.015%
8/6/2024 Strategic Financial Concepts LLC234,898$5.28M0.0%+1,530.7%0.575%
8/3/2024 Mayflower Financial Advisors LLC31,095$698K0.1%+21.8%0.076%
8/2/2024 Foundations Investment Advisors LLC14,118$317K0.0%N/A0.035%
7/31/2024 Farther Finance Advisors LLC20,959$472K0.0%N/A0.051%
7/31/2024 Van 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%
7/30/2024 WESPAC 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%
7/27/2024Whitaker Myers Wealth Managers LTD.13,400$301K0.1%+17.5%0.033%
7/26/2024 Harbour Investments Inc.5,968$134K0.0%-26.5%0.015%
7/26/2024 Cambridge Investment Research Advisors Inc.174,545$3.92M0.0%+10.4%0.427%
7/26/2024 Solstein Capital LLC192,451$4.32M2.7%+0.9%0.471%
7/24/2024 Capital Wealth Alliance LLC145,882$3.28M1.9%-1.3%0.357%
7/22/2024Sloy Dahl & Holst LLC24,940$560K0.1%+5.7%0.061%
7/19/2024 SFG Wealth Management LLC.31,799$714K0.4%N/A0.078%
7/19/2024Raymond James & Associates255,861$5.75M0.0%+21.4%0.627%
7/19/2024 Accordant Advisory Group Inc205,417$4.61M4.4%-1.0%0.503%
7/19/2024 Spectrum Planning & Advisory Services Inc.12,901$290K0.3%N/A0.032%
7/18/2024 Brookstone Capital Management9,201$218K0.0%-47.1%0.023%
7/17/2024 Clear 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%
7/9/2024 Mather Group LLC.41,270$886K0.0%-18.2%0.101%
6/21/2024 Cape 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%
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5/24/2024 Cetera Investment Advisers735,870$15.81M0.0%N/A1.802%
5/14/2024 Cadence Bank12,979$279K0.0%-57.0%0.032%
5/14/2024 Pitcairn Co.1,294,594$27.81M1.8%+5.5%3.171%
5/9/2024 SageView Advisory Group LLC87,932$1.89M0.1%N/A0.215%
5/7/2024 Oppenheimer & Co. Inc.71,308$1.53M0.0%+3.7%0.175%
5/2/2024 Smart Money Group LLC121,581$2.69M1.1%+15.3%0.298%
5/2/2024 Thompson Davis & CO. Inc.10,915$234K0.2%-7.6%0.027%
5/1/2024Starfox Financial Services LLC412,130$9.50M8.0%+2.1%1.026%
4/30/2024 Van ECK Associates Corp907,502$19.49M0.0%-0.8%2.259%
4/29/2024Commonwealth Equity Services LLC223,630$4.80M0.0%-1.1%0.557%
(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, 123 institutional investors and hedge funds held shares of Van Eck Merk Gold Trust. The most heavily invested institutionals were Morton Capital Management LLC CA ($111.57M), 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 ($19.20M), 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 111 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 ($459.06K), Envestnet Asset Management Inc. ($443.92K), Strategic Financial Concepts LLC ($258.80K), Solstein Capital LLC ($232.61K), and Ferguson Shapiro LLC ($230.17K).

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

Institutional investors have bought a total of 7,660,087 shares in the last 24 months. This purchase volume represents approximately $157.93M in transactions.

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

Of the 57 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 ($134.73K), SFG Wealth Management LLC. ($107.15K), 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 1,921,863 shares in the last 24 months. This volume of shares sold represents approximately $38.70M in transactions.



This page (NYSEARCA:OUNZ) was last updated on 11/17/2024 by MarketBeat.com Staff
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