Crawford Fund Management’s VanEck Merk Gold Trust OUNZ Stock Holding History

Crawford Fund Management’s Portfolio OUNZ Stock Details OUNZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-39,900	Closed	-$1.2M	–	209
2025 Q1	$1.2M	Hold	39,900	–	–	0.29%	90
2024 Q4	$1.01M	Hold	39,900	–	–	0.18%	129
2024 Q3	$1.01M	Hold	39,900	–	–	0.22%	101
2024 Q2	$896K	Sell	39,900 -13,000	-25%	-$294K	0.23%	104
2024 Q1	$1.14M	Hold	52,900	–	–	0.27%	91
2023 Q4	$1.06M	Buy	+52,900	New	+$1.01M	0.21%	113

Other funds holding OUNZ

MCM

Morton Capital Management Calabasas, California $731M AUM 20.62% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return

Crawford Fund Management's OUNZ Position: Q2 2025 in Review

Crawford Fund Management sold out of VanEck Merk Gold Trust (OUNZ) in Q2 2025, closing a stake of 39,900 shares — an estimated $1.2M sold.

Crawford Fund Management first reported a position in OUNZ in Q4 2023 and held it in 6 quarters. The position peaked at $1.2M in Q1 2025. 206 funds tracked by Wall St. Rank hold OUNZ as of Q2 2025.

Crawford Fund Management reported no remaining VanEck Merk Gold Trust position as of Q2 2025 after selling out during the quarter.
Crawford Fund Management sold 39,900 VanEck Merk Gold Trust shares in Q2 2025, an estimated $1.2M.
Crawford Fund Management first reported a position in VanEck Merk Gold Trust in Q4 2023 and held it in 6 quarters.
Crawford Fund Management's VanEck Merk Gold Trust position peaked at $1.2M in Q1 2025.
206 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q2 2025.

Based on Crawford Fund Management's 13F filing for Q2 2025, filed 14 Aug 2025.