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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-57K- 98.65% |
$1.24M - $1.34M
|
781
$24.3K
|
|
|
Aug 06, 2024
Q2 2024
|
Chartist Inc
Seal Beach, CA |
BUY
|
- |
6.25KNew |
$136K - $147K
|
6.25K
$194K
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
1.38KNew |
$29.8K - $32.3K
|
1.38K
$42.8K
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
626+ 6.12% |
$13.6K - $14.7K
|
10.9K
$338K
|
|
|
Jul 30, 2024
Q2 2024
|
Wespac Advisors, LLC
|
SELL
|
- |
-6.18K- 11.71% |
$134K - $145K
|
46.6K
$1.45M
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4.62K+ 262.56% |
$100K - $108K
|
6.38K
$199K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
21+ 0.72% |
$456 - $493
|
2.94K
$91.6K
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
SELL
|
- |
-8.21K- 47.15% |
$178K - $193K
|
9.2K
$286K
|
|
|
Jul 17, 2024
Q2 2024
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-11.1K- 20.59% |
$241K - $260K
|
42.8K
$1.33M
|
|
|
Jul 17, 2024
Q2 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
410KNew |
$8.9M - $9.62M
|
410K
$12.8M
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.58KNew |
$34.3K - $37K
|
1.58K
$49.1K
|
|
|
Jul 10, 2024
Q2 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
749New |
$16.3K - $17.6K
|
749
$23.3K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-115- 1.51% |
$2.5K - $2.7K
|
7.49K
$233K
|
|
| Q1 2024 | |||||||
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
5KNew |
$96.3K - $107K
|
5K
$156K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-3K- 0.44% |
$57.8K - $64.5K
|
683K
$21.3M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
14.2K+ 43.24% |
$273K - $305K
|
47K
$1.46M
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-889- 49.39% |
$17.1K - $19.1K
|
911
$28.4K
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
87.9KNew |
$1.69M - $1.89M
|
87.9K
$2.74M
|
|
|
May 08, 2024
Q1 2024
|
Ieq Capital, LLC
|
BUY
|
- |
20.5KNew |
$394K - $439K
|
20.5K
$636K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
19.4KNew |
$373K - $416K
|
19.4K
$603K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-5.43K- 14.08% |
$105K - $117K
|
33.1K
$1.03M
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
195New |
$3.76K - $4.19K
|
195
$6.07K
|
|
|
Apr 30, 2024
Q1 2024
|
Starfox Financial Services, LLC
The Woodlands, TX |
BUY
|
- |
8.4K+ 2.08% |
$162K - $180K
|
412K
$12.8M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1.24K- 20.4% |
$23.9K - $26.6K
|
4.84K
$150K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
- |
100New |
$1.93K - $2.15K
|
100
$3.11K
|
|
| Q4 2023 | |||||||
|
Jul 22, 2024
Q4 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-116KClosed |
$2.04M - $2.33M
|
0
$0
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
26.9KNew |
$474K - $541K
|
26.9K
$838K
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
42K+ 206.9% |
$740K - $844K
|
62.3K
$1.94M
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
291New |
$5.12K - $5.85K
|
291
$9.06K
|
|
|
Feb 14, 2024
Q4 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-958- 52.7% |
$16.9K - $19.3K
|
860
$26.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-64.4K- 73.93% |
$1.13M - $1.29M
|
22.7K
$707K
|
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
378New |
$6.66K - $7.6K
|
378
$11.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
2.31K+ 1.83% |
$40.6K - $46.4K
|
129K
$4M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-355- 2.28% |
$6.25K - $7.14K
|
15.2K
$474K
|
|
|
Feb 06, 2024
Q4 2023
|
James Investment Research Inc
|
BUY
|
- |
20.6KNew |
$362K - $414K
|
20.6K
$640K
|
|
|
Jan 29, 2024
Q4 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
2K+ 1.63% |
$35.2K - $40.2K
|
125K
$3.89M
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
PUT |
100New |
$1.76K - $2.01K
|
100
$3.11K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-71- 0.14% |
$1.25K - $1.43K
|
49.8K
$1.55M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-775- 61.02% |
$13.6K - $15.6K
|
495
$15.4K
|
|
| Q3 2023 | |||||||
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
100New |
$1.79K - $1.92K
|
100
$3.11K
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
1.27KNew |
$22.6K - $24.3K
|
1.27K
$39.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-239- 16.61% |
$4.28K - $4.58K
|
1.2K
$37.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Destiny Capital Securities Corporation
Golden, CO |
BUY
|
- |
11.1KNew |
$198K - $212K
|
11.1K
$344K
|
|
|
Nov 08, 2023
Q3 2023
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
1.71K+ 9.49% |
$30.6K - $32.7K
|
19.7K
$613K
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
18.3K+ 139.23% |
$327K - $350K
|
31.4K
$977K
|
|
|
Nov 03, 2023
Q3 2023
|
New Square Capital LLC
|
SELL
|
- |
-58.6K- 62.67% |
$1.05M - $1.12M
|
34.9K
$1.09M
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
188K+ 175.79% |
$3.36M - $3.6M
|
295K
$9.17M
|
|
|
Oct 24, 2023
Q3 2023
|
Adirondack Retirement Specialists, Inc.
|
SELL
|
- |
-259- 1.28% |
$4.63K - $4.96K
|
20K
$621K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.08KNew |
$19.9K - $21.4K
|
1.08K
$33.6K
|
|
|
Aug 03, 2023
Q2 2023
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
10.1K+ 11.8% |
$187K - $200K
|
95.7K
$2.98M
|
|