Free Trial

Van Eck Merk Gold Trust (OUNZ) Institutional Ownership

$22.58
-0.20 (-0.88%)
(As of 05/29/2024 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)
$68.45M
Number of
Institutional Sellers
(last 12 months)
37
Total
Institutional Outflows
(last 12 months)
$19.65M
Get OUNZ Insider Trade Alerts

Want to know when executives and insiders are buying or selling Van Eck Merk Gold Trust stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

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
5/24/2024 Cetera Advisor Networks LLC682,989$14.67M0.1%-0.4%1.673%
5/24/2024 Cetera Advisors LLC47,018$1.01M0.0%+43.2%0.115%
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%
5/1/2024 Starfox 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%
4/29/2024 Benjamin F. Edwards & Company Inc.4,836$104K0.0%-20.4%0.012%
4/26/2024 Guild Investment Management Inc.16,000$344K0.4%-20.0%0.040%
4/25/2024 Cambridge Investment Research Advisors Inc.158,172$3.40M0.0%-1.5%0.394%
4/24/2024 Solstein Capital LLC190,706$4.10M2.8%+16.2%0.475%
4/23/2024 Global Retirement Partners LLC2,923$63K0.0%-15.2%0.007%
4/23/2024 Raymond James Financial Services Advisors Inc.290,893$6.25M0.0%-2.0%0.724%
4/22/2024 Strategic Financial Concepts LLC14,405$309K0.1%N/A0.036%
4/22/2024 Raymond James & Associates210,700$4.53M0.0%+10.2%0.524%
4/22/2024 Accordant Advisory Group Inc207,485$4.46M3.3%N/A0.516%
4/19/2024 Sloy Dahl & Holst LLC23,590$507K0.1%+2.2%0.059%
4/18/2024 Tower Wealth Partners Inc.54,474$1.17M0.8%+1.8%0.136%
4/16/2024 Wealth Enhancement Advisory Services LLC351,807$7.56M0.0%+18.4%0.876%
4/15/2024 Brookstone Capital Management17,409$374K0.0%+11.4%0.043%
4/12/2024 Morton Capital Management LLC CA4,529,103$97.29M26.3%+2.1%11.646%
4/9/2024 Mather Group LLC.50,473$1.01M0.0%+1.0%0.130%
3/15/2024 B. Riley Wealth Advisors Inc.26,934$538K0.0%N/A0.069%
3/8/2024 ICA Group Wealth Management LLC61,992$1.24M0.3%+30.8%0.159%
2/28/2024 EP Wealth Advisors LLC62,300$1.24M0.0%+206.9%0.160%
2/14/2024 Pitcairn Co.1,227,033$24.49M1.9%-2.8%3.155%
2/14/2024 Security National Bank33,318$665K0.2%+127.6%0.086%
2/13/2024 Cetera Advisor Networks LLC685,992$13.69M0.1%+4.8%1.764%
2/13/2024 Oppenheimer & Co. Inc.68,764$1.37M0.0%-16.7%0.177%
2/12/2024Cape Investment Advisory Inc.10,529$210K0.1%-13.0%0.027%
2/9/2024 Advisory Services Network LLC8,329$166K0.0%N/A0.021%
2/9/2024 ProVise Management Group LLC128,639$2.57M0.2%+1.8%0.331%
2/9/2024 Starfox Financial Services LLC403,729$8.06M7.5%+7.0%1.038%
2/9/2024 Cambridge Investment Research Advisors Inc.160,607$3.21M0.0%-8.1%0.413%
2/7/2024 Private Portfolio Partners LLC28,990$579K0.1%+7.5%0.075%
Tech GIANT’s Plans to Revolutionize Crypto… (Ad)

A shocking leak has revealed tech giant Microsoft's plans to add crypto support to future products. If the plans in these leaked internal documents pan out, we could see prices skyrocket for Bitcoin, Ethereum, XRP and MORE… The coupling of gaming and cryptocurrency could absolutely transform digital finance as we know it in 2024.

Claim your free seat by clicking here now.
2/7/2024 Northwest Financial Advisors8,096$162K0.1%N/A0.021%
2/7/2024 Principal Securities Inc.10,000$200K0.0%N/A0.026%
2/6/2024 Lincoln National Corp38,555$770K0.0%+82.5%0.099%
2/6/2024 Private Advisor Group LLC15,765$315K0.0%-13.8%0.041%
2/6/2024 Benjamin F. Edwards & Company Inc.6,075$122K0.0%+295.5%0.016%
2/6/2024 Smart Money Group LLC105,411$2.10M0.9%+1.2%0.271%
2/5/2024 Pekin Hardy Strauss Inc.434,142$8.67M1.2%-4.2%1.116%
2/5/2024 Van ECK Associates Corp914,963$18.26M0.0%-1.4%2.353%
2/5/2024 Mather Group LLC.49,982$998K0.0%-14.0%0.129%
2/5/2024 Silver Oak Securities Incorporated247,944$4.95M0.7%+96.9%0.638%
2/1/2024 Sigma Planning Corp17,631$352K0.0%-67.6%0.045%
1/31/2024 Euro Pacific Asset Management LLC346,772$7.00M1.5%-3.1%0.892%
1/30/2024 Sloy Dahl & Holst LLC23,090$461K0.1%+3.4%0.059%
1/29/2024 Granite Bay Wealth Management LLC124,976$2.39M0.0%+1.6%0.321%
1/24/2024 Walkner Condon Financial Advisors LLC43,276$864K0.2%-1.8%0.111%
1/23/2024 Solstein Capital LLC164,153$3.28M2.4%N/A0.422%
1/22/2024 Tower Wealth Partners Inc.53,509$1.07M0.8%-4.1%0.138%
1/22/2024 Mayflower Financial Advisors LLC25,520$509K0.0%+2.4%0.066%
1/19/2024 SFG Wealth Management LLC.87,968$1.76M1.2%-4.3%0.226%
1/18/2024 Morton Capital Management LLC CA4,437,117$88.57M26.3%+1.2%11.409%
1/16/2024 Raymond James Financial Services Advisors Inc.296,884$5.93M0.0%+3.6%0.763%
1/16/2024 Raymond James & Associates191,200$3.82M0.0%-10.7%0.492%
1/11/2024 Brookstone Capital Management15,621$312K0.0%N/A0.040%
12/5/2023 Morton Capital Management LLC CA4,382,472$78.40M27.8%+1.0%11.269%
11/24/2023 EP Wealth Advisors LLC20,300$363K0.0%N/A0.052%
11/20/2023 Silver Oak Securities Incorporated125,941$2.25M0.4%-37.3%0.324%
11/15/2023 Knightsbridge Asset Management LLC39,981$715K0.2%+15.4%0.103%
11/14/2023 Samalin Investment Counsel LLC190,619$3.41M2.0%+2.0%0.490%
11/14/2023 Mather Group LLC.58,096$1.04M0.0%-2.3%0.149%
11/13/2023 Cadence Bank30,201$540K0.0%+4.3%0.078%
11/13/2023 LPL Financial LLC1,579,732$28.26M0.0%-2.2%4.062%
11/13/2023 Envestnet Asset Management Inc.520,056$9.30M0.0%+23.9%1.337%
11/13/2023Wealthsource Partners LLC49,868$892K0.1%+2.6%0.128%
11/9/2023 White Pine Capital LLC22,227$398K0.2%-5.2%0.057%
11/8/2023 HighTower Advisors LLC363,227$6.50M0.0%-1.2%0.934%
11/8/2023 Baltimore Washington Financial Advisors Inc.19,708$353K0.0%+9.5%0.051%
11/8/2023 Van ECK Associates Corp927,909$16.60M0.0%-9.8%2.386%
11/8/2023 ProVise Management Group LLC126,333$2.26M0.2%+8.6%0.325%
11/8/2023 Janney Montgomery Scott LLC15,580$279K0.0%+14.7%0.040%
11/8/2023 Pekin Hardy Strauss Inc.453,292$8.11M1.3%+2.1%1.166%
11/8/2023 Oppenheimer & Co. Inc.82,530$1.48M0.0%+11.7%0.212%
11/8/2023 Strategic Financial Concepts LLC23,898$428K0.1%N/A0.061%
11/7/2023 Kingsview Wealth Management LLC31,406$562K0.0%+139.2%0.081%
11/7/2023 Starfox Financial Services LLC377,244$7.27M7.9%+3.5%0.970%
11/6/2023 Sigma Planning Corp54,475$975K0.0%-17.1%0.140%
11/6/2023 Euro Pacific Asset Management LLC357,873$6.55M1.5%-2.0%0.920%
11/6/2023 Lincoln National Corp21,130$378K0.0%+42.2%0.054%
11/6/2023 Guild Investment Management Inc.20,000$358K0.6%N/A0.051%
11/6/2023 Capital Wealth Alliance LLC147,155$2.63M1.8%-3.8%0.378%
11/4/2023 NBC Securities Inc.10,591$189K0.0%N/A0.027%
This unknown company solves the biggest issue with AI (Ad)

Nvidia is the 800-lb gorilla in AI chips. But… it has a big problem. That's where one tiny company comes in.

Discover why this company
11/3/2023 NewSquare Capital LLC34,927$625K0.1%-62.7%0.090%
11/3/2023 Private Advisor Group LLC18,288$327K0.0%+81.9%0.047%
11/2/2023 Sloy Dahl & Holst LLC22,330$399K0.1%+3.4%0.057%
11/1/2023 Money Concepts Capital Corp249,368$4.46M0.5%+0.5%0.641%
10/26/2023 Clear Harbor Asset Management LLC53,835$963K0.1%+8.0%0.138%
10/26/2023 Shufro Rose & Co. LLC23,639$423K0.0%+9.0%0.061%
10/25/2023 Tower Wealth Partners Inc.55,807$998K0.8%-2.2%0.143%
10/24/2023Baker Ellis Asset Management LLC42,000$751K0.1%-4.5%0.108%
10/24/2023 Stratos Wealth Partners LTD.91,606$1.64M0.0%+4.5%0.236%
10/24/2023 Raymond James Financial Services Advisors Inc.286,552$5.13M0.0%+7.1%0.737%
(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, 116 institutional investors and hedge funds held shares of Van Eck Merk Gold Trust. The most heavily invested institutionals were Morton Capital Management LLC CA ($97.29M), Orion Portfolio Solutions LLC ($56.09M), Brinker Capital Investments LLC ($56.09M), LPL Financial LLC ($28.26M), Pitcairn Co. ($27.81M), Van ECK Associates Corp ($19.49M), and Cetera Investment Advisers ($15.81M).Learn more on OUNZ's institutional investors.

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

Of the 100 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: Van ECK Associates Corp ($1.02M), Cetera Investment Advisers ($735.87K), LPL Financial LLC ($635.02K), Knightsbridge Asset Management LLC ($257.62K), Ferguson Shapiro LLC ($230.17K), Accordant Advisory Group Inc ($207.49K), and Solstein Capital LLC ($190.71K).

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

Institutional investors have bought a total of 7,246,375 shares in the last 24 months. This purchase volume represents approximately $136.03M in transactions.

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

Of the 60 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 ($606.27K), Commonwealth Equity Services LLC ($525.35K), SFG Wealth Management LLC. ($265.83K), Raymond James & Associates ($246.30K), Sigma Planning Corp ($222.14K), Envestnet Asset Management Inc. ($184.70K), and Barber Financial Group Inc. ($147.60K).

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

Institutional investors have sold a total of 3,335,516 shares in the last 24 months. This volume of shares sold represents approximately $58.96M in transactions.


This page (NYSEARCA:OUNZ) was last updated on 5/30/2024 by MarketBeat.com Staff

From Our Partners