Purchases and Sales Made in Q3 2025 in Van Eck Merk Gold Trust (OUNZ)
This table provides information about the institutional ownership of Van Eck Merk Gold Trust (OUNZ) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2025
Q3 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
59K+ 16.17% |
$1.86M - $2.2M
|
424K
$16.8M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
26.9K+ 30.24% |
$846K - $999K
|
116K
$4.58M
|
|
|
Oct 22, 2025
Q3 2025
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
18.1K+ 6.55% |
$569K - $672K
|
294K
$11.6M
|
|
|
Oct 23, 2025
Q3 2025
|
Abbington Investment Group
Westport, CT |
BUY
|
- |
13.4KNew |
$422K - $499K
|
13.4K
$530K
|
|
|
Oct 24, 2025
Q3 2025
|
Berkshire Bank
|
BUY
|
- |
11.1KNew |
$350K - $414K
|
11.1K
$440K
|
|
|
Oct 20, 2025
Q3 2025
|
Security National Bank
|
BUY
|
- |
10K+ 4.43% |
$315K - $372K
|
236K
$9.31M
|
|
|
Oct 20, 2025
Q3 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
9.25K+ 35.79% |
$291K - $344K
|
35.1K
$1.39M
|
|
|
Oct 08, 2025
Q3 2025
|
Rda Financial Network
|
BUY
|
- |
8.12K+ 13.26% |
$256K - $302K
|
69.4K
$2.74M
|
|
|
Oct 21, 2025
Q3 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
7.27KNew |
$229K - $271K
|
7.27K
$288K
|
|
|
Oct 10, 2025
Q3 2025
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
6.75K+ 10.36% |
$212K - $251K
|
71.9K
$2.84M
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
6.21KNew |
$195K - $231K
|
6.21K
$245K
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
6.1KNew |
$192K - $227K
|
6.1K
$241K
|
|
|
Oct 10, 2025
Q3 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
5.88KNew |
$185K - $219K
|
5.88K
$233K
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
5.42KNew |
$171K - $202K
|
5.42K
$215K
|
|
|
Oct 24, 2025
Q3 2025
|
Warwick Investment Management, Inc.
|
BUY
|
- |
4.9K+ 9.12% |
$154K - $182K
|
58.6K
$2.32M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
4.38K+ 19.51% |
$138K - $163K
|
26.8K
$1.06M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.29K+ 28.16% |
$135K - $159K
|
19.5K
$772K
|
|
|
Oct 20, 2025
Q3 2025
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
3.58K+ 29.8% |
$113K - $133K
|
15.6K
$616K
|
|
|
Oct 16, 2025
Q3 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
3.56K+ 7.49% |
$112K - $132K
|
51K
$2.02M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.52K+ 1.88% |
$111K - $131K
|
190K
$7.53M
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
2.98K+ 14.74% |
$93.8K - $111K
|
23.2K
$917K
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
2.64K+ 0.7% |
$83.1K - $98.1K
|
380K
$15M
|
|
|
Oct 24, 2025
Q3 2025
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
1.66K+ 15.41% |
$52.2K - $61.7K
|
12.4K
$491K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.25K+ 0.93% |
$39.5K - $46.6K
|
137K
$5.41M
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.18K+ 4.83% |
$37.2K - $43.9K
|
25.6K
$1.01M
|
|
|
Oct 27, 2025
Q3 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
1K+ 1.07% |
$31.5K - $37.2K
|
94.3K
$3.73M
|
|
|
Oct 14, 2025
Q3 2025
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
735+ 1.94% |
$23.1K - $27.3K
|
38.6K
$1.53M
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
729+ 5.2% |
$23K - $27.1K
|
14.8K
$584K
|
|
|
Oct 07, 2025
Q3 2025
|
Veracity Capital LLC
|
BUY
|
- |
557+ 6.1% |
$17.5K - $20.7K
|
9.68K
$383K
|
|
|
Oct 21, 2025
Q3 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
500New |
$15.7K - $18.6K
|
500
$19.8K
|
|
|
Oct 14, 2025
Q3 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
383New |
$12.1K - $14.2K
|
383
$15.1K
|
|
|
Oct 17, 2025
Q3 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
335+ 0.9% |
$10.5K - $12.5K
|
37.4K
$1.48M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
250+ 2.85% |
$7.87K - $9.3K
|
9.03K
$357K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
189+ 2.14% |
$5.95K - $7.03K
|
9.01K
$356K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
168+ 2.96% |
$5.29K - $6.25K
|
5.84K
$231K
|
|
|
Oct 14, 2025
Q3 2025
|
Trust CO Of Vermont
|
BUY
|
- |
160New |
$5.04K - $5.95K
|
160
$6.33K
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
156+ 1.67% |
$4.91K - $5.8K
|
9.48K
$375K
|
|
|
Oct 14, 2025
Q3 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-90- 0.35% |
$2.83K - $3.35K
|
25.4K
$1M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-160- 2.51% |
$5.04K - $5.95K
|
6.22K
$246K
|
|
|
Oct 15, 2025
Q3 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-385- 2.59% |
$12.1K - $14.3K
|
14.5K
$573K
|
|
|
Oct 15, 2025
Q3 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-1K- 11.11% |
$31.5K - $37.2K
|
8K
$316K
|
|
|
Oct 16, 2025
Q3 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-1.03K- 1.21% |
$32.4K - $38.2K
|
84K
$3.32M
|
|
|
Oct 10, 2025
Q3 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
SELL
|
- |
-3.47K- 9.48% |
$109K - $129K
|
33.1K
$1.31M
|
|
|
Oct 14, 2025
Q3 2025
|
Euro Pacific Asset Management, LLC
Dorado, PR |
SELL
|
- |
-61.1K- 13.4% |
$1.92M - $2.27M
|
395K
$15.6M
|
|
|
Oct 23, 2025
Q3 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-114K- 2.94% |
$3.59M - $4.24M
|
3.76M
$149M
|