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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2025
Q3 2025
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
2.87K+ 5.96% |
$90.3K - $107K
|
51K
$2.01M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
121K+ 59.4% |
$3.81M - $4.5M
|
325K
$12.8M
|
|
|
Nov 07, 2025
Q3 2025
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-13.2K- 3.92% |
$415K - $490K
|
323K
$12.7M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
435+ 0.5% |
$13.7K - $16.2K
|
88.1K
$3.46M
|
|
|
Nov 06, 2025
Q3 2025
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
49.6K+ 12.37% |
$1.56M - $1.84M
|
450K
$17.7M
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
25+ 5.18% |
$787 - $930
|
508
$20K
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
5.64K+ 5.91% |
$178K - $210K
|
101K
$3.98M
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
60.8K+ 29.31% |
$1.92M - $2.26M
|
268K
$10.6M
|
|
|
Nov 06, 2025
Q3 2025
|
Lyell Wealth Management, LP
|
BUY
|
- |
16.7K+ 27.93% |
$526K - $621K
|
76.5K
$3.01M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
23.6K+ 6.76% |
$742K - $876K
|
372K
$14.6M
|
|
|
Nov 05, 2025
Q3 2025
|
Guild Investment Management, Inc.
|
BUY
|
- |
870+ 0.61% |
$27.4K - $32.4K
|
143K
$5.64M
|
|
|
Nov 05, 2025
Q3 2025
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
5.93K+ 44.84% |
$187K - $221K
|
19.2K
$753K
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-620- 58.0% |
$19.5K - $23.1K
|
449
$17.7K
|
|
|
Nov 05, 2025
Q3 2025
|
Meixler Investment Management, Ltd.
Show Low, AZ |
BUY
|
- |
3.72K+ 5.47% |
$117K - $138K
|
71.7K
$2.82M
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3.07K+ 2.32% |
$96.6K - $114K
|
135K
$5.32M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
106K+ 11.5% |
$3.33M - $3.93M
|
1.02M
$40.3M
|
|
|
Nov 04, 2025
Q3 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
2.11K+ 0.87% |
$66.5K - $78.5K
|
245K
$9.65M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
148New |
$4.66K - $5.5K
|
148
$5.82K
|
|
|
Nov 04, 2025
Q3 2025
|
Three Cord True Wealth Management, LLC
Beaver, PA |
BUY
|
- |
9.27K+ 7.87% |
$292K - $345K
|
127K
$4.99M
|
|
|
Nov 03, 2025
Q3 2025
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-318- 0.22% |
$10K - $11.8K
|
148K
$5.8M
|
|
|
Nov 03, 2025
Q3 2025
|
Archer Investment Corp
|
SELL
|
- |
-32- 3.63% |
$1.01K - $1.19K
|
850
$33.4K
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
7.74K+ 20.35% |
$244K - $288K
|
45.8K
$1.8M
|
|
|
Oct 31, 2025
Q3 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
447New |
$14.1K - $16.6K
|
447
$17.6K
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO
|
SELL
|
- |
-921- 6.03% |
$29K - $34.3K
|
14.4K
$565K
|
|
|
Oct 31, 2025
Q3 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
SELL
|
- |
-1.85K- 21.4% |
$58.4K - $68.9K
|
6.8K
$268K
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
103KNew |
$3.24M - $3.83M
|
103K
$4.05M
|
|
|
Oct 30, 2025
Q3 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
22.1K+ 13.04% |
$696K - $822K
|
192K
$7.53M
|
|
|
Oct 29, 2025
Q3 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
29K+ 83.56% |
$914K - $1.08M
|
63.8K
$2.51M
|
|
|
Oct 29, 2025
Q3 2025
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
150New |
$4.72K - $5.58K
|
150
$5.9K
|
|
|
Oct 29, 2025
Q3 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
5.5KNew |
$173K - $205K
|
5.5K
$216K
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
70New |
$2.2K - $2.6K
|
70
$2.75K
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
548+ 4.36% |
$17.3K - $20.4K
|
13.1K
$516K
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
29.7KNew |
$936K - $1.11M
|
29.7K
$1.17M
|
|
|
Oct 28, 2025
Q3 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
632+ 1.45% |
$19.9K - $23.5K
|
44.3K
$1.74M
|
|
|
Oct 27, 2025
Q3 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
1K+ 1.07% |
$31.5K - $37.2K
|
94.3K
$3.71M
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
6.21KNew |
$195K - $231K
|
6.21K
$244K
|
|
|
Oct 27, 2025
Q3 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
59K+ 16.17% |
$1.86M - $2.2M
|
424K
$16.7M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.29K+ 28.16% |
$135K - $159K
|
19.5K
$767K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
189+ 2.14% |
$5.95K - $7.03K
|
9.01K
$354K
|
|
|
Oct 24, 2025
Q3 2025
|
Berkshire Bank
|
BUY
|
- |
11.1KNew |
$350K - $414K
|
11.1K
$438K
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.18K+ 4.83% |
$37.2K - $43.9K
|
25.6K
$1.01M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
4.38K+ 19.51% |
$138K - $163K
|
26.8K
$1.05M
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
156+ 1.67% |
$4.91K - $5.8K
|
9.48K
$373K
|
|
|
Oct 23, 2025
Q3 2025
|
Abbington Investment Group
Westport, CT |
BUY
|
- |
13.4KNew |
$422K - $499K
|
13.4K
$527K
|
|
|
Oct 23, 2025
Q3 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-114K- 2.94% |
$3.59M - $4.24M
|
3.76M
$148M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.25K+ 0.93% |
$39.5K - $46.6K
|
137K
$5.38M
|
|
|
Oct 22, 2025
Q3 2025
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
18.1K+ 6.55% |
$569K - $672K
|
294K
$11.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
26.9K+ 30.24% |
$846K - $999K
|
116K
$4.55M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-160- 2.51% |
$5.04K - $5.95K
|
6.22K
$245K
|
|
|
Oct 21, 2025
Q3 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
7.27KNew |
$229K - $271K
|
7.27K
$286K
|
|