OUNZ
VanEck Merk Gold Trust• Basic Materials
Top holders
Institutions with disclosed positions in this stock
| Fund | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
Morton Capital Management Llc/Ca | $141.1M | 3.54M | 17.04% | +0.5% |
Asset One Wealth Management Llc | $31.3M | 783.3K | 2.68% | -0.3% |
Cambridge Investment Research Advisors, Inc. | $26.5M | 665.2K | 0.06% | +3.3% |
Euro Pacific Asset Management, Llc | $16M | 373.7K | 1.31% | -0.7% |
Wealth Enhancement Advisory Services, Llc | $15.5M | 389.8K | 0.02% | +2.4% |
Pekin Hardy Strauss, Inc. | $11.7M | 294.1K | 1.03% | +10.1% |
Solstein Capital, Llc | $11.2M | 281.3K | 3.95% | +0.4% |
Accordant Advisory Group Inc | $11.1M | 279.1K | 6.98% | +2.3% |
Security National Bank | $9.3M | 233.6K | 0.71% | -27.4% |
Samalin Investment Counsel, Llc | $7M | 175.2K | 2.19% | -0.6% |
Farther Finance Advisors, Llc | $6.4M | 160.9K | 0.05% | +1.0% |
Forum Financial Management, Lp | $6.4M | 160.1K | 0.08% | Unchanged |
Capital Wealth Alliance, Llc | $5.8M | 146.3K | 2.55% | -0.3% |
Sfg Wealth Management, Llc. | $5.6M | 140.0K | 1.99% | -10.2% |
Mh & Associates Securities Management Corp /Adv | $5.6M | 139.5K | 4.85% | +0.8% |
Oppenheimer & Co Inc | $4.8M | 120.9K | 0.05% | -11.8% |
Sheets Smith Wealth Management | $4.7M | 116.6K | 0.49% | +3.9% |
Plan Group Financial, Llc | $4.5M | 114.2K | 0.89% | +8.5% |
Commonwealth Equity Services, Llc | $4.4M | 110.8K | 0.01% | -11.8% |
Simplicity Wealth,Llc | $4.3M | 107.3K | 0.12% | +11.8% |
Ferguson Shapiro Llc | $4M | 99.7K | 1.16% | +26.4% |
Bucket List Wealth Management, Llc | $3.9M | 96.9K | 1.86% | +2.7% |
Transce3Nd, Llc | $3.8M | 96.4K | 3.81% | New Position |
Lyell Wealth Management, Lp | $3.4M | 85.1K | 0.20% | +43.6% |
Accurate Wealth Management, Llc | $3.2M | 79.2K | 0.27% | +14.2% |
Terra Nova Asset Management Llc | $3M | 75.2K | 1.93% | +35.0% |
Atria Investments, Inc | $3M | 74.1K | 0.03% | -23.3% |
Golden State Wealth Management, Llc | $2.9M | 72.8K | 0.26% | +16.7% |
Creative Planning | $2.6M | 65.7K | 0.00% | +3.7% |
Procyon Advisors, Llc | $2.4M | 60.2K | 0.10% | +0.8% |
Washington Trust Advisors, Inc. | $2.3M | 58.4K | 0.17% | +42.0% |
Rda Financial Network | $2.2M | 55.5K | 0.48% | -18.8% |
Castleview Partners, Llc | $2M | 50.5K | 0.88% | +2.6% |
Sigma Planning Corp | $1.9M | 47.2K | 0.05% | -8.8% |
Hb Wealth Management, Llc | $1.8M | 46.3K | 0.01% | +9.3% |
Hbw Advisory Services Llc | $1.7M | 43.0K | 0.17% | -0.2% |
Usadvisors Wealth Management, Llc | $1.7M | 43.0K | 0.49% | -31.5% |
Brookstone Capital Management | $1.6M | 41.0K | 0.02% | -8.4% |
Global Assets Advisory, Llc | $1.5M | 38.0K | 0.33% | -2.7% |
Cwc Advisors, Llc. | $1.5M | 37.0K | 0.69% | +3.7% |
Sloy Dahl & Holst, Llc | $1.5M | 37.0K | 0.21% | Unchanged |
Walkner Condon Financial Advisors Llc | $1.4M | 34.2K | 0.15% | -2.8% |
Tucker Asset Management Llc | $1.3M | 33.7K | 0.33% | +25.7% |
Dinuzzo Private Wealth, Inc. | $1.2M | 31.1K | 0.12% | +10.3% |
Wespac Advisors, Llc | $1.2M | 29.5K | 0.60% | Unchanged |
Fagan Associates, Inc. | $1.1M | 28.5K | 0.13% | +81.5% |
Cascade Investment Group, Inc. | $1.1M | 27.2K | 0.60% | Unchanged |
Pioneer Family Office, Llc | $976K | 24.5K | 0.49% | -4.4% |
Ironsides Asset Advisors, Llc | $927K | 23.2K | 0.22% | +2.4% |
Mather Group, Llc. | $885K | 22.2K | 0.01% | Unchanged |