Van Eck Merk Gold Trust (OUNZ) Institutional Ownership

$22.55
+0.13 (+0.58%)
(As of 04/25/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
74
Total
Institutional Inflows
(last 12 months)
$62.84M
Number of
Institutional Sellers
(last 12 months)
35
Total
Institutional Outflows
(last 12 months)
$22.49M
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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
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%
3/15/2024B. Riley Wealth Advisors Inc.26,934$538K0.0%N/A0.069%
3/8/2024ICA Group Wealth Management LLC61,992$1.24M0.3%+30.8%0.159%
2/28/2024EP Wealth Advisors LLC62,300$1.24M0.0%+206.9%0.160%
2/14/2024Pitcairn Co.1,227,033$24.49M1.9%-2.8%3.155%
2/14/2024 Security National Bank33,318$665K0.2%+127.6%0.086%
2/13/2024Cetera Advisor Networks LLC685,992$13.69M0.1%+4.8%1.764%
2/13/2024Oppenheimer & 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%
2/9/2024Advisory Services Network LLC8,329$166K0.0%N/A0.021%
2/9/2024ProVise Management Group LLC128,639$2.57M0.2%+1.8%0.331%
2/9/2024Starfox 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%
2/7/2024Private Portfolio Partners LLC28,990$579K0.1%+7.5%0.075%
2/7/2024Northwest Financial Advisors8,096$162K0.1%N/A0.021%
2/7/2024Principal Securities Inc.10,000$200K0.0%N/A0.026%
2/6/2024Lincoln National Corp38,555$770K0.0%+82.5%0.099%
2/6/2024Private Advisor Group LLC15,765$315K0.0%-13.8%0.041%
2/6/2024Benjamin F. Edwards & Company Inc.6,075$122K0.0%+295.5%0.016%
2/6/2024Smart Money Group LLC105,411$2.10M0.9%+1.2%0.271%
2/5/2024Pekin Hardy Strauss Inc.434,142$8.67M1.2%-4.2%1.116%
2/5/2024Van 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%
2/5/2024Silver Oak Securities Incorporated247,944$4.95M0.7%+96.9%0.638%
2/1/2024Sigma Planning Corp17,631$352K0.0%-67.6%0.045%
1/31/2024Euro 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%
1/29/2024Granite Bay Wealth Management LLC124,976$2.39M0.0%+1.6%0.321%
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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%
1/22/2024Mayflower Financial Advisors LLC25,520$509K0.0%+2.4%0.066%
1/19/2024SFG 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%
11/24/2023EP Wealth Advisors LLC20,300$363K0.0%N/A0.052%
11/20/2023Silver Oak Securities Incorporated125,941$2.25M0.4%-37.3%0.324%
11/15/2023Knightsbridge Asset Management LLC39,981$715K0.2%+15.4%0.103%
11/14/2023Samalin 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%
11/13/2023Cadence Bank30,201$540K0.0%+4.3%0.078%
11/13/2023LPL Financial LLC1,579,732$28.26M0.0%-2.2%4.062%
11/13/2023Envestnet Asset Management Inc.520,056$9.30M0.0%+23.9%1.337%
11/13/2023Wealthsource Partners LLC49,868$892K0.1%+2.6%0.128%
11/9/2023White Pine Capital LLC22,227$398K0.2%-5.2%0.057%
11/8/2023HighTower Advisors LLC363,227$6.50M0.0%-1.2%0.934%
11/8/2023Baltimore Washington Financial Advisors Inc.19,708$353K0.0%+9.5%0.051%
11/8/2023Van ECK Associates Corp927,909$16.60M0.0%-9.8%2.386%
11/8/2023ProVise Management Group LLC126,333$2.26M0.2%+8.6%0.325%
11/8/2023Janney Montgomery Scott LLC15,580$279K0.0%+14.7%0.040%
11/8/2023Pekin Hardy Strauss Inc.453,292$8.11M1.3%+2.1%1.166%
11/8/2023Oppenheimer & Co. Inc.82,530$1.48M0.0%+11.7%0.212%
11/8/2023 Strategic Financial Concepts LLC23,898$428K0.1%N/A0.061%
11/7/2023Kingsview Wealth Management LLC31,406$562K0.0%+139.2%0.081%
11/7/2023Starfox Financial Services LLC377,244$7.27M7.9%+3.5%0.970%
11/6/2023Sigma Planning Corp54,475$975K0.0%-17.1%0.140%
11/6/2023Euro Pacific Asset Management LLC357,873$6.55M1.5%-2.0%0.920%
11/6/2023Lincoln National Corp21,130$378K0.0%+42.2%0.054%
11/6/2023Guild Investment Management Inc.20,000$358K0.6%N/A0.051%
11/6/2023Capital Wealth Alliance LLC147,155$2.63M1.8%-3.8%0.378%
11/4/2023 NBC Securities Inc.10,591$189K0.0%N/A0.027%
11/3/2023NewSquare Capital LLC34,927$625K0.1%-62.7%0.090%
11/3/2023Private Advisor Group LLC18,288$327K0.0%+81.9%0.047%
11/2/2023 Sloy Dahl & Holst LLC22,330$399K0.1%+3.4%0.057%
11/1/2023Money Concepts Capital Corp249,368$4.46M0.5%+0.5%0.641%
10/26/2023Clear Harbor Asset Management LLC53,835$963K0.1%+8.0%0.138%
10/26/2023Shufro 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%
10/24/2023 Raymond James & Associates214,123$3.83M0.0%+0.6%0.551%
10/24/2023 Cambridge Investment Research Advisors Inc.174,668$3.13M0.0%+4.0%0.449%
10/23/2023Commonwealth Equity Services LLC217,055$3.88M0.0%+2.2%0.558%
10/20/2023SFG Wealth Management LLC.91,887$1.64M1.3%-52.9%0.236%
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10/20/2023 Walkner Condon Financial Advisors LLC44,080$789K0.2%+8.8%0.113%
10/13/2023 Global Retirement Partners LLC3,778$67K0.0%-49.8%0.010%
10/12/2023Granite Bay Wealth Management LLC122,976$2.29M0.0%N/A0.316%
10/12/2023Mayflower Financial Advisors LLC24,920$446K0.0%+6.4%0.064%
10/11/2023 CWM LLC10,156$182K0.0%+15.3%0.026%
8/24/2023ProVise Management Group LLC116,331$2.16M0.2%+272.6%0.299%
8/15/2023Cadence Bank28,967$539K0.0%-5.1%0.074%
8/14/2023MML Investors Services LLC356,567$6.63M0.0%+36.3%0.917%
8/11/2023Wick Capital Partners LLC13,340$248K0.1%N/A0.034%
8/10/2023Commonwealth Equity Services LLC212,319$3.95M0.0%-0.4%0.546%
(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, 117 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. ($24.49M), Van ECK Associates Corp ($18.26M), and Cetera Advisor Networks LLC ($13.69M).Learn more on OUNZ's institutional investors.

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

Of the 104 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 ($1.33M), LPL Financial LLC ($635.02K), Envestnet Asset Management Inc. ($444.32K), Knightsbridge Asset Management LLC ($257.62K), Starfox Financial Services LLC ($231.11K), Ferguson Shapiro LLC ($230.17K), and SILVER OAK SECURITIES Inc ($227.29K).

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

Institutional investors have bought a total of 7,674,922 shares in the last 24 months. This purchase volume represents approximately $141.63M 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 ($598.80K), Commonwealth Equity Services LLC ($522.92K), 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 3,396,925 shares in the last 24 months. This volume of shares sold represents approximately $60.02M in transactions.


This page (NYSEARCA:OUNZ) was last updated on 4/26/2024 by MarketBeat.com Staff

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