Latest Institutional Transactions on Van Eck Merk Gold Trust (OUNZ)
This table provides information on the latest institutional transactions involving Van Eck Merk Gold Trust (OUNZ) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
193K+ 43.11% |
$4.77M - $5.2M
|
641K
$17.9M
|
|
Feb 11, 2025
Q4 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
5.66K+ 2.97% |
$140K - $152K
|
196K
$5.49M
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-195K- 9.91% |
$4.81M - $5.23M
|
1.77M
$49.4M
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-210- 16.2% |
$5.19K - $5.65K
|
1.09K
$30.4K
|
|
Feb 11, 2025
Q4 2024
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
372KNew |
$9.2M - $10M
|
372K
$10.4M
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-3.61K- 20.05% |
$89.2K - $97.1K
|
14.4K
$402K
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.51K- 1.97% |
$86.9K - $94.5K
|
175K
$4.9M
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-215- 4.63% |
$5.31K - $5.78K
|
4.43K
$124K
|
|
Feb 10, 2025
Q4 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
120K+ 987.23% |
$2.98M - $3.24M
|
133K
$3.71M
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.35K- 0.38% |
$33.4K - $36.3K
|
351K
$9.8M
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-3.03K- 35.68% |
$74.8K - $81.4K
|
5.45K
$152K
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-13.1K- 4.79% |
$323K - $351K
|
260K
$7.27M
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-13.8K- 5.89% |
$342K - $372K
|
221K
$6.18M
|
|
Feb 07, 2025
Q4 2024
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
109+ 0.22% |
$2.69K - $2.93K
|
50.8K
$1.42M
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
68.8KNew |
$1.7M - $1.85M
|
68.8K
$1.92M
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
28.1KNew |
$696K - $757K
|
28.1K
$786K
|
|
Feb 07, 2025
Q4 2024
|
Guild Investment Management, Inc.
|
SELL
|
- |
-2.5K- 1.74% |
$61.8K - $67.3K
|
142K
$3.96M
|
|
Feb 07, 2025
Q4 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
4.17K+ 8.3% |
$103K - $112K
|
54.4K
$1.52M
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
20.2K+ 43.42% |
$498K - $542K
|
66.6K
$1.86M
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
866+ 10.76% |
$21.4K - $23.3K
|
8.92K
$249K
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
52+ 57.14% |
$1.29K - $1.4K
|
143
$4K
|
|
Feb 06, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-355K- 96.05% |
$8.77M - $9.54M
|
14.6K
$408K
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
570KNew |
$14.1M - $15.3M
|
570K
$15.9M
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1.95K+ 23.29% |
$48.1K - $52.3K
|
10.3K
$288K
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
340New |
$8.4K - $9.15K
|
340
$9.5K
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
48.9K+ 68.85% |
$1.21M - $1.31M
|
120K
$3.35M
|
|
Feb 04, 2025
Q4 2024
|
Sprott Inc.
Toronto, A6 |
BUY
|
- |
6.05K+ 43.56% |
$149K - $163K
|
19.9K
$557K
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.1K- 2.46% |
$27.2K - $29.6K
|
43.5K
$1.22M
|
|
Feb 03, 2025
Q4 2024
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-3.69K- 31.63% |
$91.2K - $99.3K
|
7.98K
$223K
|
|
Feb 03, 2025
Q4 2024
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-35.7K- 9.19% |
$882K - $959K
|
352K
$9.84M
|
|
Jan 31, 2025
Q4 2024
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
496+ 4.13% |
$12.3K - $13.3K
|
12.5K
$350K
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
160KNew |
$3.94M - $4.29M
|
160K
$4.46M
|
|
Jan 30, 2025
Q4 2024
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-801- 3.26% |
$19.8K - $21.5K
|
23.7K
$664K
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-241K- 94.28% |
$5.96M - $6.48M
|
14.6K
$409K
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
19.6KNew |
$485K - $528K
|
19.6K
$549K
|
|
Jan 30, 2025
Q4 2024
|
Belvedere Trading LLC
|
SELL
|
CALL |
-9.3K- 37.2% |
$230K - $250K
|
15.7K
$439K
|
|
Jan 29, 2025
Q4 2024
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
2.14K+ 1.45% |
$52.9K - $57.6K
|
149K
$4.17M
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
1.64KNew |
$40.5K - $44.1K
|
1.64K
$45.8K
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
62.8K+ 133.93% |
$1.55M - $1.69M
|
110K
$3.06M
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
9KNew |
$222K - $242K
|
9K
$252K
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-14- 0.03% |
$346 - $377
|
41.6K
$1.16M
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
BUY
|
- |
64.6K+ 8.01% |
$1.6M - $1.74M
|
871K
$24.3M
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-5.3K- 43.47% |
$131K - $143K
|
6.9K
$193K
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
3.59K+ 1.5% |
$88.7K - $96.6K
|
242K
$6.78M
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-6.23K- 6.29% |
$154K - $167K
|
92.8K
$2.59M
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
100K+ 36.3% |
$2.48M - $2.7M
|
377K
$10.5M
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
20.4K+ 151.21% |
$504K - $549K
|
33.9K
$947K
|
|
Jan 24, 2025
Q4 2024
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
1.44K+ 5.0% |
$35.6K - $38.7K
|
30.2K
$845K
|
|
Jan 23, 2025
Q4 2024
|
M Wealth Management, LLC
San Diego, CA |
BUY
|
- |
13.2KNew |
$325K - $354K
|
13.2K
$368K
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-10.4K- 99.9% |
$257K - $280K
|
10
$280
|