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Get Institutions for : 
Van Eck Merk Gold Trust (OUNZ)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 124    2
Total shares held : 
 17,695,335  
% of shares held : 
 77.92%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -19  
Amount of shares held : 
 -1,159,189  
% of shares held change : 
   -5.1%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
9
 913,390
 5.16%
 
Increased Positions :
24
 340,495
 1.92%
 
Unchanged Positions :
50
 1,490,525
 8.42%
 
Decreased Positions :
41
-818,979
-4.63%
 
Closed Positions :
11
-1,594,095
-9.01%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Morton Capital Management LLC/CA 1 - 2024-03-31 4,529,103 $97,285,000 91,986
   LPL FINANCIAL CORP 697 - 2023-12-31 1,497,901 $29,898,000 -81,831
   PITCAIRN CO 7 - 2023-12-31 1,227,033 $24,492,000 -34,719
   VAN ECK ASSOCIATES CORP 276 - 2024-03-31 907,502 $19,493,000 -7,461
   FINANCIAL NETWORK 269 - 2023-12-31 685,992 $13,692,000 31,612
   AMERIPRISE FINANCIAL INC 1723 - 2023-12-31 505,130 $10,051,000 -10,496
   Starfox Financial Services LLC - 2024-03-31 412,130 $9,504,000 8,401
   PEKIN SINGER STRAUSS ASSET MANAGEMENT - 2024-03-31 428,251 $9,199,000 -5,891
   ENVESTNET ASSET MANAGEMENT INC 1567 - 2023-12-31 407,798 $8,140,000 -112,258
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 545 - 2024-03-31 351,807 $7,557,000 54,610
   Modern Wealth Management LLC 18 - 2023-12-31 374,299 $7,471,000 0
   HIGHTOWER ADVISORS, LLC 800 - 2023-12-31 362,575 $7,241,000 -652
   Euro Pacific Asset Management LLC 27 - 2023-12-31 346,772 $6,997,000 -11,101
   Lifeworks Advisors LLC 6 - 2023-12-31 335,107 $6,689,000 -4,965
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1010 - 2024-03-31 290,893 $6,248,000 -5,991
   MONEY CONCEPTS CAPITAL CORP 52 - 2024-03-31 253,275 $5,440,000 -2,179
   IHT Wealth Management LLC 95 - 2023-12-31 253,840 $5,067,000 18,992
   MML INVESTORS SERVICES LLC 586 - 2023-12-31 253,732 $5,064,000 -43,511
   Goss Wealth Management LLC 344 *New 2023-12-31 255,131 $5,006,000 255,131
   SILVER OAK SECURITIES Inc 35 - 2023-12-31 247,944 $4,949,000 122,003
   COMMONWEALTH EQUITY SERVICES LLC. 1184 - 2024-03-31 223,630 $4,804,000 -2,433
   Barber Financial Group Inc. 20 - 2023-03-31 239,972 $4,583,000 5,837
   RAYMOND JAMES & ASSOCIATES 1653 - 2024-03-31 210,700 $4,526,000 19,500
   Accordant Advisory Group Inc 6 - 2024-03-31 207,485 $4,457,000 0
   Solstein Capital LLC 6 - 2024-03-31 190,706 $4,096,000 26,553
   PDS Planning Inc - 2024-03-31 167,778 $3,604,000 0
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 958 - 2024-03-31 158,172 $3,398,000 -2,435
   Advisor Group Holdings Inc. 1464 - 2023-12-31 169,667 $3,386,000 -155,072
   Forum Financial Management LP 64 - 2023-12-31 160,123 $3,196,000 0
   Samalin Investment Counsel LLC 5 - 2023-12-31 152,556 $3,045,000 -38,063
   RENAISSANCE TECHNOLOGIES LLC 1685 *New 2023-12-31 152,000 $3,034,000 152,000
   Capital Wealth Alliance LLC - 2023-12-31 147,516 $2,944,000 361
   Smart Money Group LLC - 2024-03-31 121,581 $2,692,000 16,170
   PROVISE MANAGEMENT GROUP LLC 110 - 2023-12-31 128,639 $2,568,000 2,306
   Stratos Wealth Partners LTD. 434 - 2024-03-31 90,662 $1,947,000 -1,350
   UMB BANK N A/MO 276 - 2024-03-31 69,969 $1,503,000 0
   OPPENHEIMER & CO INC 612 - 2023-12-31 68,764 $1,373,000 -13,766
   EP WEALTH ADVISORS, INC. 333 - 2023-12-31 62,300 $1,244,000 42,000
   ICA Group Wealth Management LLC 73 - 2023-12-31 61,992 $1,237,000 14,602
   COMERICA BANK 1434 - 2023-12-31 60,916 $1,216,000 0
   Terra Nova Asset Management LLC 40 - 2024-03-31 55,695 $1,196,000 0
   Tower Wealth Partners Inc. 20 - 2024-03-31 54,474 $1,170,000 965
   WESPAC ADVISORS, LLC 49 - 2024-03-31 52,749 $1,133,000 12
   CREATIVE PLANNING 1164 - 2023-12-31 56,509 $1,128,000 -551
   CLEAR HARBOR ASSET MANAGEMENT, LLC 137 - 2023-12-31 53,835 $1,075,000 0
   Crawford Fund Management LLC 30 - 2023-12-31 52,900 $1,056,000 0
   MATHER GROUP, INC. 218 - 2024-03-31 50,473 $1,007,000 491
   WEALTHSOURCE PARTNERS LLC 201 - 2023-12-31 49,797 $994,000 -71
   Sigma Planning Corp - 2024-03-31 46,049 $989,000 28,418
   Walkner Condon Financial Advisors LLC 100 - 2024-03-31 43,286 $928,000 10
   BAKER ELLIS ASSET MANAGEMENT LLC 118 - 2024-03-31 42,000 $902,000 0
   KNIGHTSBRIDGE ASSET MANAGEMENT LLC 63 - 2023-12-31 36,704 $733,000 -3,277
   Security National Bank 67 - 2024-03-31 33,318 $716,000 0
   LINCOLN NATIONAL CORP - 2024-03-31 33,125 $712,000 -5,430
   Integrated Advisors Network LLC 352 - 2023-12-31 35,406 $707,000 0
   STIFEL FINANCIAL CORP 2378 - 2023-12-31 34,435 $687,000 238
   LYELL WEALTH MANAGEMENT LP - 2024-03-31 31,715 $681,000 2,820
   MULTIFINANCIAL SECURITIES CORP 977 - 2023-12-31 32,824 $655,000 -254
   MORGAN STANLEY 5031 - 2023-12-31 31,257 $624,000 1,478
   BANCORPSOUTH BANK 205 - 2023-12-31 30,201 $603,000 0
   Private Portfolio Partners LLC 130 - 2023-12-31 28,990 $579,000 2,026
   Mayflower Financial Advisors LLC 196 - 2024-03-31 25,520 $548,000 0
   NATIONAL ASSET MANAGEMENT, INC. 773 *New 2023-12-31 26,934 $538,000 26,934
   Sloy Dahl & Holst LLC 48 - 2024-03-31 23,590 $507,000 500
   Ameritas Advisory Services LLC 434 - 2023-12-31 24,540 $481,000 -104,358
   AE Wealth Management LLC 1498 - 2023-12-31 22,721 $444,000 -64,423
   WHITE PINE CAPITAL LLC 153 - 2023-12-31 21,977 $439,000 -250
   MARINER WEALTH ADVISORS, LLC 2031 - 2023-12-31 21,887 $437,000 0
   SHUFRO ROSE & CO LLC 174 - 2023-12-31 23,291 $417,000 -348
   WHITTIER TRUST CO - 2024-03-31 19,035 $409,000 0
   Baltimore-Washington Financial Advisors Inc. 106 - 2023-12-31 19,708 $393,000 0
   SPROTT INC. 102 - 2023-12-31 19,488 $389,000 0
   Brookstone Capital Management 686 - 2024-03-31 17,409 $374,000 1,788
   ADIRONDACK RETIREMENT SPECIALISTS INC. 24 - 2023-09-30 19,964 $357,000 -259
   WMS PARTNERS, LLC 192 - 2023-12-31 17,316 $346,000 2,671
   Guild Investment Management Inc. 38 - 2024-03-31 16,000 $344,000 -4,000
   BB&T CORP 2207 - 2023-12-31 16,436 $328,000 0
   JANNEY MONTGOMERY SCOTT LLC 2266 - 2024-03-31 15,225 $327,000 0
   Merk Investments LLC 14 - 2023-12-31 16,020 $320,000 -6,349
   Lehman & Derafelo Financial Resources LLC 84 - 2022-12-31 17,800 $315,000 0
   Proficio Capital Partners LLC - 2024-03-31 14,600 $314,000 0
   Strategic Financial Concepts LLC 223 - 2024-03-31 14,405 $309,000 14,405
   Private Advisor Group LLC - 2024-03-31 13,539 $291,000 -2,226
   SMITH MOORE & CO. 339 - 2023-12-31 13,905 $278,000 0
   Ritter Daniher Financial Advisory LLC / DE 65 - 2023-12-31 13,635 $272,000 0
   Wick Capital Partners LLC 55 - 2023-12-31 13,411 $268,000 0
   Spectrum Planning & Advisory Services Inc. 40 - 2023-12-31 12,901 $258,000 0
   DAVENPORT & CO LLC - 2024-03-31 11,400 $245,000 0
   Whitaker-Myers Wealth Managers LTD. 83 - 2024-03-31 11,409 $245,000 260
   Beacon Pointe Advisors LLC 1129 - 2023-12-31 11,754 $235,000 -203
   THOMPSON DAVIS & CO. INC. - 2024-03-31 10,915 $234,000 -900
   Chicago Partners Investment Group LLC 652 - 2024-03-31 10,233 $230,000 0
   Snider Financial Group - 2024-03-31 10,532 $226,000 0
   NBC SECURITIES INC. 704 - 2024-03-31 10,416 $223,000 0
   Destiny Capital Corp/CO 47 - 2023-12-31 11,060 $221,000 0
   US BANCORP 1961 - 2023-12-31 10,754 $215,000 0
   EverSource Wealth Advisors LLC 418 - 2023-12-31 10,689 $213,000 0
   Cape Investment Advisory Inc. 140 - 2023-12-31 10,529 $210,000 -1,574
   Perennial Investment Advisors LLC 303 - 2023-12-31 10,275 $205,000 0
   PRINCIPAL SECURITIES INC. 917 - 2023-12-31 10,000 $200,000 0
  100 Records found
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