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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  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   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
   AMERIPRISE FINANCIAL INC 1723 - 2023-12-31 505,130 $10,051,000 -10,496
   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
   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
   MML INVESTORS SERVICES LLC 586 - 2023-12-31 253,732 $5,064,000 -43,511
   COMMONWEALTH EQUITY SERVICES LLC. 1184 - 2024-03-31 223,630 $4,804,000 -2,433
   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
   Samalin Investment Counsel LLC 5 - 2023-12-31 152,556 $3,045,000 -38,063
   Stratos Wealth Partners LTD. 434 - 2024-03-31 90,662 $1,947,000 -1,350
   OPPENHEIMER & CO INC 612 - 2023-12-31 68,764 $1,373,000 -13,766
   CREATIVE PLANNING 1164 - 2023-12-31 56,509 $1,128,000 -551
   WEALTHSOURCE PARTNERS LLC 201 - 2023-12-31 49,797 $994,000 -71
   KNIGHTSBRIDGE ASSET MANAGEMENT LLC 63 - 2023-12-31 36,704 $733,000 -3,277
   LINCOLN NATIONAL CORP - 2024-03-31 33,125 $712,000 -5,430
   MULTIFINANCIAL SECURITIES CORP 977 - 2023-12-31 32,824 $655,000 -254
   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
   SHUFRO ROSE & CO LLC 174 - 2023-12-31 23,291 $417,000 -348
   ADIRONDACK RETIREMENT SPECIALISTS INC. 24 - 2023-09-30 19,964 $357,000 -259
   Guild Investment Management Inc. 38 - 2024-03-31 16,000 $344,000 -4,000
   Merk Investments LLC 14 - 2023-12-31 16,020 $320,000 -6,349
   Private Advisor Group LLC - 2024-03-31 13,539 $291,000 -2,226
   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
   Cape Investment Advisory Inc. 140 - 2023-12-31 10,529 $210,000 -1,574
   CWM LLC 1596 - 2024-03-31 7,607 $163,000 -2,549
   BENJAMIN F. EDWARDS & COMPANY INC. 1076 - 2024-03-31 4,836 $104,000 -1,239
   UBS Group AG 5052 - 2023-12-31 4,013 $80,000 -4,639
   Global Retirement Partners LLC 1291 - 2024-03-31 2,923 $63,000 -522
   Castleview Partners LLC 340 - 2023-12-31 2,101 $42,000 -2
   IFP Advisors Inc 2161 - 2023-12-31 495 $10,000 -775
   FMR LLC 4505 - 2023-12-31 81 $2,000 -12
   BANK OF AMERICA CORP /DE/ 6084 - 2023-12-31 50 $1,000 -56

  42 Records found
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