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 06, 2025
Q1 2025
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-29- 0.25% |
$737 - $874
|
11.4K
$368K
|
|
|
May 14, 2025
Q1 2025
|
Group One Trading, L.P.
Chicago, IL |
SELL
|
- |
-100Closed |
$2.54K - $3.01K
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-195Closed |
$4.95K - $5.88K
|
0
$0
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-335- 2.55% |
$8.51K - $10.1K
|
12.8K
$414K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-436- 1.03% |
$11.1K - $13.1K
|
41.9K
$1.35M
|
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-479- 0.18% |
$12.2K - $14.4K
|
259K
$8.39M
|
|
|
Apr 30, 2025
Q1 2025
|
Wespac Advisors, LLC
|
SELL
|
- |
-500- 1.07% |
$12.7K - $15.1K
|
46.1K
$1.49M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-536- 12.11% |
$13.6K - $16.2K
|
3.89K
$126K
|
|
|
May 14, 2025
Q1 2025
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
SELL
|
- |
-662- 3.93% |
$16.8K - $20K
|
16.2K
$523K
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-904- 16.57% |
$23K - $27.2K
|
4.55K
$147K
|
|
|
May 14, 2025
Q1 2025
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-933- 9.1% |
$23.7K - $28.1K
|
9.32K
$301K
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-948- 6.49% |
$24.1K - $28.6K
|
13.7K
$442K
|
|
|
May 14, 2025
Q1 2025
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-982- 0.66% |
$25K - $29.6K
|
148K
$4.79M
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-992- 0.41% |
$25.2K - $29.9K
|
241K
$7.8M
|
|
|
May 14, 2025
Q1 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-1.24K- 0.63% |
$31.4K - $37.3K
|
195K
$6.31M
|
|
|
May 13, 2025
Q1 2025
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-1.34K- 5.62% |
$33.9K - $40.2K
|
22.4K
$724K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.84K- 2.93% |
$46.9K - $55.6K
|
61K
$1.97M
|
|
|
Apr 14, 2025
Q1 2025
|
Rda Financial Network
|
SELL
|
- |
-2.03K- 8.47% |
$51.7K - $61.3K
|
22K
$710K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-2.21K- 21.49% |
$56.2K - $66.7K
|
8.08K
$261K
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-3.2K- 22.21% |
$81.3K - $96.4K
|
11.2K
$362K
|
|
|
May 14, 2025
Q1 2025
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-3.58K- 6.57% |
$90.8K - $108K
|
50.9K
$1.64M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3.6K- 3.88% |
$91.4K - $108K
|
89.2K
$2.88M
|
|
|
May 14, 2025
Q1 2025
|
M Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-5.78K- 43.93% |
$147K - $174K
|
7.37K
$238K
|
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-6.35K- 3.18% |
$161K - $191K
|
193K
$6.24M
|
|
|
May 15, 2025
Q1 2025
|
Merk Investments LLC
Menlo Park, CA |
SELL
|
- |
-6.97K- 35.26% |
$177K - $210K
|
12.8K
$414K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-7.45K- 50.0% |
$189K - $224K
|
7.45K
$241K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-8.28K- 1.0% |
$210K - $250K
|
822K
$26.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-8.37K- 2.37% |
$213K - $252K
|
344K
$11.1M
|
|
|
May 08, 2025
Q1 2025
|
Shufro Rose & CO LLC
|
SELL
|
- |
-12.8K- 45.83% |
$324K - $384K
|
15.1K
$487K
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-13K- 2.03% |
$331K - $392K
|
628K
$20.3M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-20.8K- 18.95% |
$528K - $626K
|
88.8K
$2.87M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-24.9K- 25.82% |
$631K - $749K
|
71.4K
$2.31M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-32.7K- 11.71% |
$830K - $984K
|
246K
$7.96M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-37K- 66.91% |
$940K - $1.12M
|
18.3K
$592K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-42.1K- 5.57% |
$1.07M - $1.27M
|
714K
$23.1M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-43.5K- 24.82% |
$1.11M - $1.31M
|
132K
$4.26M
|
|
|
Apr 17, 2025
Q1 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-103K- 2.42% |
$2.63M - $3.12M
|
4.16M
$135M
|