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 |
|---|---|---|---|---|---|---|---|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
887K+ 50.13% |
$22.5M - $26.7M
|
2.66M
$85.8M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
321K+ 167.27% |
$8.16M - $9.67M
|
513K
$16.6M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
202K+ 91.38% |
$5.13M - $6.09M
|
423K
$13.7M
|
|
|
Apr 18, 2025
Q1 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
BUY
|
- |
200KNew |
$5.08M - $6.03M
|
200K
$6.46M
|
|
|
May 15, 2025
Q1 2025
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
98.7K+ 1721.8% |
$2.51M - $2.98M
|
104K
$3.38M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
89.5KNew |
$2.27M - $2.7M
|
89.5K
$2.89M
|
|
|
May 09, 2025
Q1 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
83.5KNew |
$2.12M - $2.52M
|
83.5K
$2.7M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
65.1K+ 46.98% |
$1.66M - $1.96M
|
204K
$6.59M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
64.1K+ 10.4% |
$1.63M - $1.93M
|
681K
$22M
|
|
|
May 08, 2025
Q1 2025
|
Meixler Investment Management, Ltd.
Show Low, AZ |
BUY
|
- |
54.8KNew |
$1.39M - $1.65M
|
54.8K
$1.77M
|
|
|
Apr 28, 2025
Q1 2025
|
Smart Money Group LLC
|
BUY
|
- |
54.3K+ 35.49% |
$1.38M - $1.64M
|
207K
$6.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
50.1K+ 22.19% |
$1.27M - $1.51M
|
276K
$8.91M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
47.6K+ 2.96% |
$1.21M - $1.43M
|
1.66M
$53.5M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
38K+ 325.56% |
$964K - $1.14M
|
49.6K
$1.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
36.3KNew |
$922K - $1.09M
|
36.3K
$1.17M
|
|
|
Apr 23, 2025
Q1 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
28.1K+ 58.49% |
$714K - $847K
|
76.1K
$2.46M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
24.1KNew |
$613K - $727K
|
24.1K
$780K
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
22.8KNew |
$581K - $689K
|
22.8K
$738K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
21KNew |
$532K - $631K
|
21K
$677K
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
20.7K+ 108.81% |
$526K - $624K
|
39.7K
$1.28M
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
18.6KNew |
$472K - $559K
|
18.6K
$600K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
17.4K+ 88.78% |
$443K - $525K
|
37.1K
$1.2M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
17.1K+ 44.88% |
$434K - $515K
|
55.2K
$1.78M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
15.8KNew |
$400K - $475K
|
15.8K
$509K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
15.4K+ 12.14% |
$392K - $465K
|
143K
$4.61M
|
|
|
May 09, 2025
Q1 2025
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
14.9K+ 0.97% |
$378K - $449K
|
1.56M
$50.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
14.6K+ 17.82% |
$372K - $441K
|
96.8K
$3.13M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
14.2KNew |
$360K - $427K
|
14.2K
$458K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
13.1K+ 3.73% |
$332K - $394K
|
364K
$11.8M
|
|
|
May 15, 2025
Q1 2025
|
Van Eck Associates Corp
|
BUY
|
- |
13K+ 1.49% |
$330K - $391K
|
884K
$28.6M
|
|
|
May 16, 2025
Q1 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
12.4K+ 13.04% |
$315K - $374K
|
107K
$3.47M
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
12KNew |
$304K - $360K
|
12K
$386K
|
|
|
May 15, 2025
Q1 2025
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
11.1KNew |
$281K - $334K
|
11.1K
$358K
|
|
|
Jun 02, 2025
Q1 2025
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
10.9KNew |
$278K - $329K
|
10.9K
$353K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
10.6K+ 24.44% |
$270K - $320K
|
54.1K
$1.75M
|
|
|
May 08, 2025
Q1 2025
|
Lyell Wealth Management, LP
|
BUY
|
- |
10.1K+ 20.4% |
$257K - $305K
|
59.8K
$1.93M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
10.1K+ 101060.0% |
$257K - $305K
|
10.1K
$327K
|
|
|
Apr 11, 2025
Q1 2025
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
BUY
|
- |
10KNew |
$254K - $301K
|
10K
$323K
|
|
|
Apr 21, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
9.95K+ 2.64% |
$253K - $300K
|
387K
$12.5M
|
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
9.94KNew |
$253K - $300K
|
9.94K
$321K
|
|
|
May 14, 2025
Q1 2025
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
9.65KNew |
$245K - $291K
|
9.65K
$312K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
8.96KNew |
$228K - $270K
|
8.96K
$289K
|
|
|
Apr 10, 2025
Q1 2025
|
Veracity Capital LLC
|
BUY
|
- |
8.95KNew |
$227K - $270K
|
8.95K
$289K
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
8.08KNew |
$205K - $243K
|
8.08K
$261K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
8K+ 115.95% |
$203K - $241K
|
14.9K
$481K
|
|
|
Apr 11, 2025
Q1 2025
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
7.9KNew |
$201K - $238K
|
7.9K
$255K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
7.74K+ 6.46% |
$197K - $233K
|
128K
$4.12M
|
|
|
May 12, 2025
Q1 2025
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
7.63K+ 25.22% |
$194K - $230K
|
37.9K
$1.22M
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
7.6KNew |
$193K - $229K
|
7.6K
$246K
|
|
|
May 15, 2025
Q1 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
7.52KNew |
$191K - $227K
|
7.52K
$243K
|