OUNZ Institutional Ownership
VanEck Merk Gold ETF
1W: -1.4%
1M: -1.5%
3M: +0.4%
YTD: -6.4%
1Y: -1.3%
3Y: +103.5%
5Y: +126.7%
$39.02
+0.48 (+1.25%)
Weekly Expected Move ±3.1%
$36
$37
$38
$40
$41
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — OUNZ
311
Institutional Holders
-1 vs prior quarter
0.0%
Ownership
+0.00pp
1B
Total Invested
22
New Positions
99
Increased
124
Reduced
39
Closed
0.67
Put/Call Ratio
Ownership Trends
Top Institutional Holders (328 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | VAN ECK ASSOCIATES CORP | 5,469,804 | 213M | +1,652,265 | +43.3% | 15Q | SEC ↗ |
| 2 | Morton Capital Management LLC/CA | 3,519,350 | 137M | +86,138 | +2.5% | 19Q | SEC ↗ |
| 3 | LPL Financial LLC | 3,170,456 | 124M | -71,355 | -2.2% | 42Q | SEC ↗ |
| 4 | Pitcairn Wealth Advisors LLC | 1,319,924 | 52M | -17,033 | -1.3% | 3Q | SEC ↗ |
| 5 | RAYMOND JAMES FINANCIAL INC | 1,313,044 | 51M | +14,304 | +1.1% | 7Q | SEC ↗ |
| 6 | ENVESTNET ASSET MANAGEMENT INC | 1,053,271 | 41M | +13,896 | +1.3% | 25Q | SEC ↗ |
| 7 | Modern Wealth Management, LLC | 1,037,290 | 40M | +493,705 | +90.8% | 11Q | SEC ↗ |
| 8 | Cetera Investment Advisers | 1,007,535 | 39M | +30,665 | +3.1% | 10Q | SEC ↗ |
| 9 | AMERIPRISE FINANCIAL INC | 814,220 | 32M | +12,115 | +1.5% | 16Q | SEC ↗ |
| 10 | Asset One Wealth Management LLC | 785,998 | 31M | +22,922 | +3.0% | 3Q | SEC ↗ |
| 11 | Cambridge Investment Research Advisors | 644,054 | 25M | -63,296 | -8.9% | 23Q | SEC ↗ |
| 12 | SHUFRO ROSE & CO LLC | 619,787 | 24M | +266,686 | +75.5% | 24Q | SEC ↗ |
| 13 | Drake & Associates, LLC | 552,917 | 22M | +42,691 | +8.4% | 5Q | SEC ↗ |
| 14 | Ameritas Advisory Services, LLC | 486,660 | 19M | +235,673 | +93.9% | 14Q | SEC ↗ |
| 15 | MML INVESTORS SERVICES, LLC | 468,651 | 18M | +112,902 | +31.7% | 18Q | SEC ↗ |
| 16 | OSAIC HOLDINGS, INC. | 446,232 | 17M | +200,031 | +81.2% | 26Q | SEC ↗ |
| 17 | Kiker Wealth Management, LLC | 422,678 | 16M | -14,849 | -3.4% | 7Q | SEC ↗ |
| 18 | AE Wealth Management LLC | 381,430 | 15M | -64,656 | -14.5% | 3Q | SEC ↗ |
| 19 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 380,529 | 15M | +34,736 | +10.0% | 11Q | SEC ↗ |
| 20 | Euro Pacific Asset Management, LLC | 376,497 | 15M | -10,090 | -2.6% | 25Q | SEC ↗ |
| 21 | HighTower Advisors, LLC | 364,791 | 14M | -9,796 | -2.6% | 22Q | SEC ↗ |
| 22 | SILVER OAK SECURITIES, INCORPORATED | 334,653 | 13M | +11,650 | +3.6% | 18Q | SEC ↗ |
| 23 | Security National Bank | 321,957 | 13M | +38,931 | +13.8% | 18Q | SEC ↗ |
| 24 | Solstein Capital, LLC | 280,248 | 11M | +20,294 | +7.8% | 11Q | SEC ↗ |
| 25 | Accordant Advisory Group Inc | 272,802 | 11M | -426 | -0.2% | 10Q | SEC ↗ |
| 26 | Pekin Hardy Strauss, Inc. | 267,079 | 10M | -637 | -0.2% | 39Q | SEC ↗ |
| 27 | Dogwood Wealth Management LLC | 259,990 | 10M | +29,911 | +13.0% | 11Q | SEC ↗ |
| 28 | Advisory Services Network, LLC | 247,389 | 10M | +41,695 | +20.3% | 9Q | SEC ↗ |
| 29 | Smart Money Group LLC | 245,920 | 10M | +7,015 | +2.9% | 19Q | SEC ↗ |
| 30 | Sanctuary Advisors, LLC | 245,499 | 10M | -6,793 | -2.7% | 7Q | SEC ↗ |
| 31 | MONEY CONCEPTS CAPITAL CORP | 234,984 | 9M | +3,343 | +1.4% | 19Q | SEC ↗ |
| 32 | FAS Wealth Partners, Inc. | 210,148 | 8M | +7,671 | +3.8% | 5Q | SEC ↗ |
| 33 | Perennial Investment Advisors, LLC | 188,390 | 7M | +5,774 | +3.2% | 21Q | SEC ↗ |
| 34 | Samalin Investment Counsel, LLC | 176,333 | 7M | -573 | -0.3% | 21Q | SEC ↗ |
| 35 | Three Cord True Wealth Management, LLC | 174,355 | 7M | +11,164 | +6.8% | 5Q | SEC ↗ |
| 36 | PDS Planning, Inc | 167,778 | 7M | — | +0.0% | 25Q | SEC ↗ |
| 37 | Lifeworks Advisors, LLC | 165,095 | 6M | -1,052 | -0.6% | 19Q | SEC ↗ |
| 38 | Forum Financial Management, LP | 160,123 | 6M | — | +0.0% | 19Q | SEC ↗ |
| 39 | Farther Finance Advisors, LLC | 159,261 | 6M | -31 | -0.0% | 9Q | SEC ↗ |
| 40 | SFG Wealth Management, LLC. | 155,892 | 6M | -96,794 | -38.3% | 9Q | SEC ↗ |
| 41 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 150,889 | 6M | +51,159 | +51.3% | 3Q | SEC ↗ |
| 42 | PETRA FINANCIAL ADVISORS INC | 148,514 | 6M | +10,062 | +7.3% | 8Q | SEC ↗ |
| 43 | Capital Wealth Alliance, LLC | 146,727 | 6M | — | +0.0% | 27Q | SEC ↗ |
| 44 | MH & ASSOCIATES SECURITIES MANAGEMENT | 138,375 | 5M | +7,104 | +5.4% | 3Q | SEC ↗ |
| 45 | OPPENHEIMER & CO INC | 137,055 | 5M | -3,081 | -2.2% | 15Q | SEC ↗ |
| 46 | Guild Investment Management, Inc. | 127,390 | 5M | +4,460 | +3.6% | 12Q | SEC ↗ |
| 47 | COMMONWEALTH EQUITY SERVICES, LLC | 125,616 | 5M | -8,945 | -6.6% | 22Q | SEC ↗ |
| 48 | Faithward Advisors, LLC NEW | 124,231 | 5M | — | +0.0% | 1Q | SEC ↗ |
| 49 | CENTAURUS FINANCIAL, INC. | 115,426 | 5M | +334 | +0.3% | 5Q | SEC ↗ |
| 50 | SHEETS SMITH WEALTH MANAGEMENT | 112,189 | 4M | +34,018 | +43.5% | 9Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Faithward Advisors, LLC | 124,231 | 5M |
| Ferguson Shapiro LLC | 78,831 | 3M |
| Ascent Advisors, LLC | 70,352 | 3M |
| My Portfolio Guide, LLC | 59,075 | 2M |
| Global Assets Advisory, LLC | 39,018 | 2M |
| Savvy Advisors, Inc. | 30,562 | 1M |
| Bluespring Wealth Management, LLC | 27,469 | 1M |
| Global Retirement Partners, LLC | 24,625 | 961K |
| HRT FINANCIAL LP | 19,002 | 741K |
| Nuveen, LLC | 13,170 | 514K |
| UBS Group AG | 10,202 | 398K |
| Waverly Advisors, LLC | 8,500 | 332K |
| Morling Financial Advisors, LLC | 7,050 | 275K |
| REGIONS FINANCIAL CORP | 7,000 | 273K |
| Lake Hills Wealth Management, LLC | 6,329 | 247K |
| Brooklyn Investment Group | 4,523 | 176K |
| Regatta Research & Money Management | 2,757 | 108K |
| Glassman Wealth Services | 1,800 | 70K |
| Cape Investment Advisory, Inc. | 1,749 | 68K |
| LFA - Lugano Financial Advisors SA | 857 | 33K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Virtu Financial LLC | 259,375 | 10M |
| Quadrature Capital Ltd | 99,805 | 4M |
| Independent Advisor Alliance | 89,476 | 3M |
| EVOKE WEALTH, LLC | 69,122 | 3M |
| Thrivent Financial for Lutherans | 56,437 | 2M |
| Crescent Grove Advisors, LLC | 35,750 | 1M |
| CITADEL ADVISORS LLC | 26,164 | 1M |
| Ascentis Independent Advisors | 25,807 | 1M |
| Robertson Stephens Wealth Managemen | 25,525 | 996K |
| Dynamic Technology Lab Private Ltd | 18,806 | 734K |
| JT Stratford LLC | 15,943 | 622K |
| M Holdings Securities, Inc. | 13,402 | 523K |
| Focus Partners Advisor Solutions, L | 11,344 | 443K |
| Snider Financial Group | 10,532 | 411K |
| Laidlaw Wealth Management LLC | 9,047 | 353K |
| Kovack Advisors, Inc. | 8,911 | 348K |
| WealthPlan Investment Management, L | 8,458 | 330K |
| Orion Porfolio Solutions, LLC | 7,001 | 273K |
| Garden State Investment Advisory Se | 6,746 | 263K |
| FLOW TRADERS U.S. LLC | 6,642 | 259K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| VAN ECK ASSOCIATES CORP | +1,652,265 | +43.3% | 5,469,804 |
| Modern Wealth Management, LLC | +493,705 | +90.8% | 1,037,290 |
| SHUFRO ROSE & CO LLC | +266,686 | +75.5% | 619,787 |
| Ameritas Advisory Services, LLC | +235,673 | +93.9% | 486,660 |
| OSAIC HOLDINGS, INC. | +200,031 | +81.2% | 446,232 |
| MML INVESTORS SERVICES, LLC | +112,902 | +31.7% | 468,651 |
| Morton Capital Management LLC/CA | +86,138 | +2.5% | 3,519,350 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +51,159 | +51.3% | 150,889 |
| MAI Capital Management | +46,825 | +1179.5% | 50,795 |
| Drake & Associates, LLC | +42,691 | +8.4% | 552,917 |
| Advisory Services Network, LLC | +41,695 | +20.3% | 247,389 |
| Security National Bank | +38,931 | +13.8% | 321,957 |
| Banco BTG Pactual S.A. | +37,999 | +136.7% | 65,795 |
| MATAURO, LLC | +37,074 | +333.2% | 48,199 |
| WEALTH ENHANCEMENT ADVISORY SERVICE | +34,736 | +10.0% | 380,529 |
| SHEETS SMITH WEALTH MANAGEMENT | +34,018 | +43.5% | 112,189 |
| Cetera Investment Advisers | +30,665 | +3.1% | 1,007,535 |
| Dogwood Wealth Management LLC | +29,911 | +13.0% | 259,990 |
| STIFEL FINANCIAL CORP | +23,275 | +44.5% | 75,584 |
| Asset One Wealth Management LLC | +22,922 | +3.0% | 785,998 |