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Van Eck Merk Gold Trust (OUNZ) Institutional Ownership

Van Eck Merk Gold Trust logo
$31.14 +0.17 (+0.55%)
Closing price 04/15/2025 04:10 PM Eastern
Extended Trading
$31.89 +0.75 (+2.41%)
As of 08:27 AM 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)
97
Total
Institutional Inflows
(last 12 months)
$202.47M
Number of
Institutional Sellers
(last 12 months)
49
Total
Institutional Outflows
(last 12 months)
$25.57M
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OUNZ Institutional Buying and Selling by Quarter

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Van Eck Merk Gold Trust Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/16/2025Accordant Advisory Group Inc275,798$8.31M8.1%+22.2%0.550%
4/15/2025Accurate Wealth Management LLC11,950$372K0.1%N/A0.024%
4/14/2025 Farther Finance Advisors LLC68,859$2.07M0.1%+3.4%0.137%
4/14/2025 RDA Financial Network21,983$663K0.2%-8.5%0.044%
4/11/2025 Littlejohn Financial Services Inc.10,000$301K0.2%N/A0.020%
4/11/2025 Northwest Financial Advisors7,896$238K0.2%N/A0.016%
4/10/2025 Veracity Capital LLC8,952$270K0.1%N/A0.018%
4/9/2025 HBW Advisory Services LLC39,740$1.20M0.2%+108.8%0.079%
4/9/2025 NBC Securities Inc.10,116$304K0.0%+101,060.0%0.020%
3/17/2025Wealth Enhancement Advisory Services LLC755,684$19.12M0.0%-0.1%1.511%
3/12/2025Northstar Financial Companies Inc.16,833$426K0.4%N/A0.034%
3/4/2025Dogwood Wealth Management LLC199,509$5.05M2.7%+11.4%0.404%
2/25/2025Shufro Rose & Co. LLC27,836$704K0.1%+20.0%0.056%
2/25/2025Integrated Advisors Network LLC29,452$745K0.0%-22.5%0.060%
2/17/2025DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main5,734$145K0.0%+54.4%0.014%
2/17/2025Cetera Investment Advisers1,608,488$40.70M0.1%+3.5%3.939%
2/17/2025Ameriprise Financial Inc.616,422$15.60M0.0%+4.6%1.510%
2/14/2025Merk Investments LLC19,763$500K0.5%+37.3%0.048%
2/14/2025Jane Street Group LLC201,440$5.10M0.0%N/A0.493%
2/14/2025Wick Capital Partners LLC10,015$253K0.0%-25.3%0.025%
2/14/2025Comerica Bank39,539$1M0.0%+8.2%0.097%
2/14/2025Beacon Pointe Advisors LLC8,459$214K0.0%-4.2%0.021%
2/14/2025Knightsbridge Asset Management LLC24,955$631K0.1%-7.0%0.061%
2/14/2025Two Sigma Securities LLC11,462$290K0.0%+5.0%0.028%
2/14/2025IHT Wealth Management LLC96,268$2.44M0.1%-29.0%0.236%
2/14/2025Stifel Financial Corp44,917$1.14M0.0%+46.7%0.110%
2/14/2025OneDigital Investment Advisors LLC42,329$1.07M0.0%-6.4%0.104%
2/14/2025Tower Research Capital LLC TRC 1,838$47K0.0%N/A0.005%
2/14/2025MML Investors Services LLC383,542$9.70M0.0%+6.4%0.939%
2/14/2025Cadence Bank10,256$259K0.0%-11.5%0.025%
2/13/2025CreativeOne Wealth LLC11,659$295K0.0%N/A0.029%
2/13/2025Mariner LLC12,543$317K0.0%-40.5%0.031%
2/13/2025Sagespring Wealth Partners LLC8,500$215K0.0%N/A0.021%
2/13/2025Rockefeller Capital Management L.P.38,067$963K0.0%+16.4%0.093%
2/13/2025Raymond James Financial Inc.569,649$14.41M0.0%N/A1.395%
2/13/2025Faithward Advisors LLC95,024$2.40M0.4%+18.1%0.233%
2/13/2025Advisory Services Network LLC127,197$3.22M0.1%+731.5%0.312%
2/13/2025Renaissance Technologies LLC191,900$4.86M0.0%+2.1%0.470%
2/13/2025Envestnet Asset Management Inc.830,273$21.01M0.0%+7.8%2.033%
2/13/2025Wells Fargo & Company MN4,740$120K0.0%+55.0%0.012%
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2/12/2025Pitcairn Co.1,542,559$39.03M2.3%+3.8%3.778%
2/12/2025Private Portfolio Partners LLC30,661$776K0.1%+3.3%0.075%
2/12/2025Orion Portfolio Solutions LLC8,552$216K0.0%-40.7%0.021%
2/12/2025JPMorgan Chase & Co.138,636$3.51M0.0%N/A0.340%
2/11/2025Modern Wealth Management LLC641,226$17.99M0.6%+43.1%1.570%
2/11/2025LPL Financial LLC1,769,006$44.76M0.0%-9.9%4.333%
2/11/2025Samalin Investment Counsel LLC196,397$4.97M2.1%+3.0%0.481%
2/11/2025Kiker Wealth Management LLC372,367$9.42M7.6%N/A0.912%
2/11/2025HUB Investment Partners LLC14,398$364K0.0%-20.0%0.035%
2/10/2025Petra Financial Advisors Inc.132,664$3.36M2.3%+987.2%0.325%
2/10/2025Commonwealth Equity Services LLC175,308$4.44M0.0%-2.0%0.429%
2/10/2025 Farther Finance Advisors LLC66,578$1.68M0.1%+43.4%0.163%
2/7/2025Sequoia Financial Advisors LLC28,136$712K0.0%N/A0.069%
2/7/2025Warwick Investment Management Inc.54,436$1.38M0.3%+8.3%0.133%
2/7/2025HighTower Advisors LLC350,731$8.87M0.0%-0.4%0.859%
2/7/2025Guild Investment Management Inc.141,530$3.58M3.9%-1.7%0.347%
2/7/2025Independent Advisor Alliance68,809$1.74M0.0%N/A0.169%
2/7/2025Lifeworks Advisors LLC259,956$6.58M1.2%-4.8%0.637%
2/7/2025HM Payson & Co.5,454$138K0.0%-35.7%0.013%
2/6/2025Raymond James Financial Inc.569,649$14.41M0.0%N/A1.395%
2/6/2025Steward Partners Investment Advisory LLC8,918$226K0.0%+10.8%0.022%
2/5/2025Cape Investment Advisory Inc.10,297$261K0.1%+23.3%0.025%
2/5/2025Proficio Capital Partners LLC369,380$9.35M0.0%+2,430.0%0.905%
2/5/2025Oppenheimer & Co. Inc.119,858$3.03M0.0%+68.8%0.294%
2/4/2025Sprott Inc.19,923$504K0.0%+43.6%0.049%
2/4/2025Pekin Hardy Strauss Inc.352,225$8.91M1.1%-9.2%0.863%
2/3/2025Sigma Planning Corp43,504$1.10M0.0%-2.5%0.107%
2/3/2025Thompson Davis & CO. Inc.7,975$202K0.1%-31.6%0.020%
1/31/2025Wealth Quarterback LLC12,513$317K0.1%+4.1%0.031%
1/31/2025Sanctuary Advisors LLC159,514$4.30M0.0%N/A0.391%
1/30/2025Valmark Advisers Inc.19,634$497K0.0%N/A0.048%
1/30/2025Strategic Financial Concepts LLC14,616$370K0.0%+47.4%0.036%
1/30/2025White Pine Capital LLC23,746$601K0.2%-3.3%0.058%
1/30/2025Vontobel Holding Ltd.9,000$228K0.0%N/A0.022%
1/29/2025Van ECK Associates Corp870,694$22.03M0.0%+8.0%2.132%
1/29/2025Gladstone Institutional Advisory LLC109,616$2.77M0.1%+133.9%0.268%
1/29/2025Capital Wealth Alliance LLC149,254$3.78M2.1%+1.5%0.366%
1/29/2025Stonebridge Financial Group LLC1,639$41K0.0%N/A0.004%
1/28/2025Golden State Wealth Management LLC6,898$175K0.0%N/A0.017%
1/28/2025Strategic Financial Concepts LLC255,575$6.47M0.0%+2,477.4%0.626%
1/27/2025Silver Oak Securities Incorporated376,607$9.47M0.9%+36.3%0.922%
1/27/2025Money Concepts Capital Corp242,420$6.13M0.5%+1.5%0.594%
1/27/2025Stratos Wealth Partners LTD.92,792$2.35M0.0%-6.3%0.227%
1/27/2025Mather Group LLC.33,878$857K0.0%+151.2%0.083%
1/27/2025Sloy Dahl & Holst LLC30,235$765K0.1%+5.0%0.074%
1/23/2025M Wealth Management LLC13,150$333K0.3%N/A0.032%
1/23/2025Accordant Advisory Group Inc225,717$5.71M5.5%+4.7%0.553%
1/22/2025Mayflower Financial Advisors LLC33,555$849K0.1%+6.2%0.082%
1/22/2025Foundations Investment Advisors LLC32,103$812K0.0%+20.8%0.079%
1/21/2025Euro Pacific Asset Management LLC446,865$11.34M2.4%+7.7%1.094%
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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%
1/15/2025Ameritas Advisory Services LLC278,903$7.06M0.2%+23.8%0.683%
1/15/2025 RDA Financial Network24,016$608K0.2%+8.6%0.059%
1/15/2025Morton 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%
1/10/2025Wealth Enhancement Advisory Services LLC757,511$19.23M0.0%+0.2%1.855%
1/10/2025ORG Partners LLC13,135$332K0.0%-17.1%0.032%
(Data available from 1/1/2016 forward)

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OUNZ Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of OUNZ shares?

During the previous two years, 153 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), LPL Financial LLC ($44.76M), Cetera Investment Advisers ($40.70M), Pitcairn Co. ($39.03M), Van ECK Associates Corp ($22.03M), Envestnet Asset Management Inc. ($21.01M), and Wealth Enhancement Advisory Services LLC ($19.12M).Learn more on OUNZ's institutional investors.

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

Of the 141 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 ($1.55M), Raymond James Financial Inc. ($1.14M), Strategic Financial Concepts LLC ($509.16K), Envestnet Asset Management Inc. ($497.34K), Wealth Enhancement Advisory Services LLC ($460.31K), Fiduciary Family Office LLC ($459.65K), and LPL Financial LLC ($434.20K).

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

Institutional investors have bought a total of 11,352,522 shares in the last 24 months. This purchase volume represents approximately $258.57M in transactions.

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

Of the 63 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 ($557.09K), Morton Capital Management LLC CA ($261.93K), LPL Financial LLC ($229.41K), Pekin Hardy Strauss Inc. ($136.79K), SFG Wealth Management LLC. ($113.97K), IHT Wealth Management LLC ($98.41K), and NewSquare Capital LLC ($88.78K).

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

Institutional investors have sold a total of 2,234,465 shares in the last 24 months. This volume of shares sold represents approximately $47.88M in transactions.



This page (NYSEARCA:OUNZ) was last updated on 4/16/2025 by MarketBeat.com Staff
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