Purchases and Sales Made in Q2 2025 in Van Eck Merk Gold Trust (OUNZ)
This table provides information about the institutional ownership of Van Eck Merk Gold Trust (OUNZ) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2025
Q2 2025
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
400KNew |
$11.5M - $13.3M
|
400K
$12.9M
|
|
|
Jul 10, 2025
Q2 2025
|
Security National Bank
|
BUY
|
- |
175K+ 348.25% |
$5.02M - $5.8M
|
226K
$7.25M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
118K+ 171.43% |
$3.39M - $3.91M
|
187K
$6.01M
|
|
|
Jul 22, 2025
Q2 2025
|
Three Cord True Wealth Management, LLC
Beaver, PA |
BUY
|
- |
118KNew |
$3.37M - $3.89M
|
118K
$3.78M
|
|
|
Jul 22, 2025
Q2 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
72.9KNew |
$2.09M - $2.41M
|
72.9K
$2.34M
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
BUY
|
- |
39.3K+ 178.57% |
$1.13M - $1.3M
|
61.2K
$1.97M
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
23.8K+ 12.32% |
$682K - $787K
|
217K
$6.98M
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
21.9KNew |
$629K - $726K
|
21.9K
$705K
|
|
|
Jul 17, 2025
Q2 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
14.6K+ 133.25% |
$417K - $482K
|
25.5K
$819K
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
13.9K+ 116.28% |
$399K - $460K
|
25.8K
$831K
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
9.32KNew |
$267K - $308K
|
9.32K
$300K
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
8.88K+ 36.8% |
$255K - $294K
|
33K
$1.06M
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
8.87K+ 11.65% |
$254K - $293K
|
85K
$2.73M
|
|
|
Jul 23, 2025
Q2 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
8.66KNew |
$248K - $286K
|
8.66K
$278K
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
7.74K+ 19.47% |
$222K - $256K
|
47.5K
$1.53M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
7.41K+ 57.85% |
$212K - $245K
|
20.2K
$650K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6.34K+ 90.21% |
$182K - $210K
|
13.4K
$430K
|
|
|
Jul 23, 2025
Q2 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
6.29KNew |
$180K - $208K
|
6.29K
$202K
|
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
4.61K+ 1584.19% |
$132K - $153K
|
4.9K
$158K
|
|
|
Jul 22, 2025
Q2 2025
|
Euro Pacific Asset Management, LLC
Dorado, PR |
BUY
|
- |
4.34K+ 0.96% |
$124K - $144K
|
456K
$14.6M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
3.13K+ 8.44% |
$89.7K - $104K
|
40.2K
$1.29M
|
|
|
Jul 21, 2025
Q2 2025
|
Warwick Investment Management, Inc.
|
BUY
|
- |
2.8K+ 5.51% |
$80.3K - $92.7K
|
53.7K
$1.73M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.57K+ 6.88% |
$45.1K - $52K
|
24.4K
$785K
|
|
|
Jul 14, 2025
Q2 2025
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
1.11K+ 11.48% |
$31.8K - $36.7K
|
10.8K
$346K
|
|
|
Jul 23, 2025
Q2 2025
|
Guild Investment Management, Inc.
|
BUY
|
- |
870+ 0.61% |
$25K - $28.8K
|
142K
$4.58M
|
|
|
Jul 10, 2025
Q2 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
246+ 0.68% |
$7.06K - $8.14K
|
36.5K
$1.17M
|
|
|
Jul 09, 2025
Q2 2025
|
Veracity Capital LLC
|
BUY
|
- |
173+ 1.93% |
$4.96K - $5.72K
|
9.13K
$293K
|
|
|
Jul 15, 2025
Q2 2025
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
77+ 0.4% |
$2.21K - $2.55K
|
19.5K
$627K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
42+ 0.48% |
$1.2K - $1.39K
|
8.78K
$282K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
40+ 4.31% |
$1.15K - $1.32K
|
969
$31.2K
|
|
|
Jul 14, 2025
Q2 2025
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
30New |
$860 - $993
|
30
$965
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-135- 1.51% |
$3.87K - $4.47K
|
8.82K
$284K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-171- 1.69% |
$4.9K - $5.66K
|
9.95K
$320K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-318- 20.14% |
$9.12K - $10.5K
|
1.26K
$40.5K
|
|
|
Jul 07, 2025
Q2 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-376- 2.47% |
$10.8K - $12.4K
|
14.9K
$478K
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-449- 1.33% |
$12.9K - $14.9K
|
33.4K
$1.07M
|
|
|
Jul 14, 2025
Q2 2025
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-1K- 2.34% |
$28.7K - $33.1K
|
41.8K
$1.34M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-9.41K- 2.43% |
$270K - $311K
|
377K
$12.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-10.6K- 1.48% |
$303K - $349K
|
703K
$22.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-19.9K- 23.38% |
$570K - $658K
|
65.2K
$2.09M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-38.7K- 15.71% |
$1.11M - $1.28M
|
208K
$6.67M
|
|
|
Jul 23, 2025
Q2 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-286K- 6.86% |
$8.19M - $9.45M
|
3.88M
$125M
|