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 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
7.48KNew |
$190K - $225K
|
7.48K
$242K
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
7.24KNew |
$184K - $218K
|
7.24K
$234K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
7.03KNew |
$179K - $212K
|
7.03K
$227K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
6.93KNew |
$176K - $209K
|
6.93K
$224K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
6.78KNew |
$172K - $204K
|
6.78K
$219K
|
|
|
May 28, 2025
Q1 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
6.76KNew |
$172K - $204K
|
6.76K
$218K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
6.56K+ 1.76% |
$167K - $198K
|
379K
$12.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.68K+ 3.17% |
$144K - $171K
|
185K
$5.99M
|
|
|
Apr 22, 2025
Q1 2025
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
5.29K+ 3.99% |
$134K - $159K
|
138K
$4.46M
|
|
|
Apr 21, 2025
Q1 2025
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
4.95K+ 6.18% |
$126K - $149K
|
85K
$2.75M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.73K+ 1.23% |
$120K - $143K
|
388K
$12.5M
|
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
4.49K+ 69.89% |
$114K - $135K
|
10.9K
$353K
|
|
|
May 09, 2025
Q1 2025
|
Euro Pacific Asset Management, LLC
Dorado, PR |
BUY
|
- |
4.41K+ 0.99% |
$112K - $133K
|
451K
$14.6M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.51K+ 22.22% |
$89.1K - $106K
|
19.3K
$624K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.47K+ 7.72% |
$88.1K - $105K
|
48.4K
$1.56M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.33K+ 70.34% |
$84.7K - $100K
|
8.07K
$261K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.51KNew |
$63.9K - $75.7K
|
2.51K
$81.2K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
2.32K+ 0.41% |
$59K - $70K
|
572K
$18.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.28K+ 3.43% |
$58K - $68.7K
|
68.9K
$2.23M
|
|
|
Apr 17, 2025
Q1 2025
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
2.05K+ 0.88% |
$52K - $61.6K
|
235K
$7.58M
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
2KNew |
$50.8K - $60.3K
|
2K
$64.6K
|
|
|
May 16, 2025
Q1 2025
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
1.88K+ 7.55% |
$47.8K - $56.8K
|
26.8K
$867K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.72K+ 15.8% |
$43.6K - $51.7K
|
12.6K
$406K
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
1.7KNew |
$43.2K - $51.3K
|
1.7K
$55K
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.7K+ 5.28% |
$43.1K - $51.1K
|
33.8K
$1.09M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.25K+ 14.06% |
$31.9K - $37.8K
|
10.2K
$329K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
1.25K+ 16.64% |
$31.7K - $37.6K
|
8.74K
$282K
|
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
1.25K+ 0.2% |
$31.7K - $37.6K
|
629K
$20.3M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
1.1K+ 2.78% |
$28K - $33.2K
|
40.6K
$1.31M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.07KNew |
$27.2K - $32.2K
|
1.07K
$34.6K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
800New |
$20.3K - $24.1K
|
800
$25.9K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
793New |
$20.2K - $23.9K
|
793
$25.6K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
689New |
$17.5K - $20.8K
|
689
$22.3K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
608New |
$15.4K - $18.3K
|
608
$19.7K
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
592+ 4.24% |
$15K - $17.8K
|
14.5K
$470K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
500+ 4.39% |
$12.7K - $15.1K
|
11.9K
$385K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
488+ 109.66% |
$12.4K - $14.7K
|
933
$30.2K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
434+ 87.68% |
$11K - $13.1K
|
929
$30K
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
335+ 1.0% |
$8.51K - $10.1K
|
33.9K
$1.1M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
291+ 0.47% |
$7.39K - $8.77K
|
62.6K
$2.02M
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
200+ 2.42% |
$5.08K - $6.03K
|
8.48K
$274K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
154+ 107.69% |
$3.91K - $4.64K
|
297
$9.6K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
150+ 1.2% |
$3.81K - $4.52K
|
12.7K
$409K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
65New |
$1.65K - $1.96K
|
65
$2.1K
|
|
|
Apr 11, 2025
Q1 2025
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
57+ 0.11% |
$1.45K - $1.72K
|
50.8K
$1.64M
|
|
|
Apr 14, 2025
Q1 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
54+ 0.36% |
$1.37K - $1.63K
|
15.3K
$493K
|
|
|
May 06, 2025
Q1 2025
|
Guild Investment Management, Inc.
|
BUY
|
- |
20+ 0.01% |
$508 - $603
|
142K
$4.57M
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
7+ 0.02% |
$178 - $211
|
41.6K
$1.34M
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-9- 0.03% |
$229 - $271
|
33.9K
$1.09M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-13- 0.15% |
$330 - $392
|
8.49K
$274K
|