Purchases and Sales Made in Q1 2025 in Van Eck Merk Gold Trust (OUNZ)
This table provides information about the institutional ownership of Van Eck Merk Gold Trust (OUNZ) during Q1 2025. The information is specifically focused on institutions that hold shares of VanEck Merk Gold Trust.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2025
Q1 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
BUY
|
- |
200KNew |
$5.08M - $6.03M
|
200K
$6.51M
|
|
|
Apr 15, 2025
Q1 2025
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
50.1K+ 22.19% |
$1.27M - $1.51M
|
276K
$8.97M
|
|
|
Apr 24, 2025
Q1 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
36.3KNew |
$922K - $1.09M
|
36.3K
$1.18M
|
|
|
Apr 23, 2025
Q1 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
28.1K+ 58.49% |
$714K - $847K
|
76.1K
$2.48M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
24.1KNew |
$613K - $727K
|
24.1K
$785K
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
20.7K+ 108.81% |
$526K - $624K
|
39.7K
$1.29M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
17.4K+ 88.78% |
$443K - $525K
|
37.1K
$1.21M
|
|
|
Apr 23, 2025
Q1 2025
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
14.6K+ 17.82% |
$372K - $441K
|
96.8K
$3.15M
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
12KNew |
$304K - $360K
|
12K
$389K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
10.1K+ 101060.0% |
$257K - $305K
|
10.1K
$329K
|
|
|
Apr 11, 2025
Q1 2025
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
BUY
|
- |
10KNew |
$254K - $301K
|
10K
$325K
|
|
|
Apr 21, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
9.95K+ 2.64% |
$253K - $300K
|
387K
$12.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Veracity Capital LLC
|
BUY
|
- |
8.95KNew |
$227K - $270K
|
8.95K
$291K
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
8.08KNew |
$205K - $243K
|
8.08K
$263K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
8K+ 115.95% |
$203K - $241K
|
14.9K
$485K
|
|
|
Apr 11, 2025
Q1 2025
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
7.9KNew |
$201K - $238K
|
7.9K
$257K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
7.74K+ 6.46% |
$197K - $233K
|
128K
$4.15M
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
7.6KNew |
$193K - $229K
|
7.6K
$247K
|
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
7.48KNew |
$190K - $225K
|
7.48K
$243K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
7.03KNew |
$179K - $212K
|
7.03K
$229K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
6.93KNew |
$176K - $209K
|
6.93K
$225K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.68K+ 3.17% |
$144K - $171K
|
185K
$6.03M
|
|
|
Apr 22, 2025
Q1 2025
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
5.29K+ 3.99% |
$134K - $159K
|
138K
$4.49M
|
|
|
Apr 21, 2025
Q1 2025
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
4.95K+ 6.18% |
$126K - $149K
|
85K
$2.77M
|
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
4.49K+ 69.89% |
$114K - $135K
|
10.9K
$355K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.28K+ 3.43% |
$58K - $68.7K
|
68.9K
$2.24M
|
|
|
Apr 17, 2025
Q1 2025
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
2.05K+ 0.88% |
$52K - $61.6K
|
235K
$7.64M
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
2KNew |
$50.8K - $60.3K
|
2K
$65.1K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
689New |
$17.5K - $20.8K
|
689
$22.4K
|
|
|
Apr 11, 2025
Q1 2025
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
57+ 0.11% |
$1.45K - $1.72K
|
50.8K
$1.65M
|
|
|
Apr 14, 2025
Q1 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
54+ 0.36% |
$1.37K - $1.63K
|
15.3K
$496K
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
7+ 0.02% |
$178 - $211
|
41.6K
$1.35M
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-9- 0.03% |
$229 - $271
|
33.9K
$1.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-13- 0.15% |
$330 - $392
|
8.49K
$276K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-335- 2.55% |
$8.51K - $10.1K
|
12.8K
$417K
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-992- 0.41% |
$25.2K - $29.9K
|
241K
$7.86M
|
|
|
Apr 14, 2025
Q1 2025
|
Rda Financial Network
|
SELL
|
- |
-2.03K- 8.47% |
$51.7K - $61.3K
|
22K
$715K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-7.45K- 50.0% |
$189K - $224K
|
7.45K
$242K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-32.7K- 11.71% |
$830K - $984K
|
246K
$8.01M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-42.1K- 5.57% |
$1.07M - $1.27M
|
714K
$23.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-103K- 2.42% |
$2.63M - $3.12M
|
4.16M
$135M
|