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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6.34K+ 90.21% |
$182K - $210K
|
13.4K
$526K
|
|
|
Jul 14, 2025
Q2 2025
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-1K- 2.34% |
$28.7K - $33.1K
|
41.8K
$1.64M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-318- 20.14% |
$9.12K - $10.5K
|
1.26K
$49.6K
|
|
|
Jul 14, 2025
Q2 2025
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
30New |
$860 - $993
|
30
$1.18K
|
|
| Q1 2025 | |||||||
|
May 28, 2025
Q1 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
6.76KNew |
$172K - $204K
|
6.76K
$266K
|
|
|
May 15, 2025
Q1 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
7.52KNew |
$191K - $227K
|
7.52K
$296K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
PUT |
5KNew |
$127K - $151K
|
5K
$197K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-37K- 66.91% |
$940K - $1.12M
|
18.3K
$720K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
65New |
$1.65K - $1.96K
|
65
$2.56K
|
|
|
May 14, 2025
Q1 2025
|
M Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-5.78K- 43.93% |
$147K - $174K
|
7.37K
$290K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
800New |
$20.3K - $24.1K
|
800
$31.5K
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
1.7KNew |
$43.2K - $51.3K
|
1.7K
$66.9K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
21KNew |
$532K - $631K
|
21K
$824K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
608New |
$15.4K - $18.3K
|
608
$23.9K
|
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
9.94KNew |
$253K - $300K
|
9.94K
$391K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
6.78KNew |
$172K - $204K
|
6.78K
$266K
|
|
|
Apr 30, 2025
Q1 2025
|
Wespac Advisors, LLC
|
SELL
|
- |
-500- 1.07% |
$12.7K - $15.1K
|
46.1K
$1.81M
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-904- 16.57% |
$23K - $27.2K
|
4.55K
$179K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
500+ 4.39% |
$12.7K - $15.1K
|
11.9K
$468K
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
7.6KNew |
$193K - $229K
|
7.6K
$299K
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
8.08KNew |
$205K - $243K
|
8.08K
$318K
|
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
7.48KNew |
$190K - $225K
|
7.48K
$294K
|
|
|
Apr 18, 2025
Q1 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
BUY
|
- |
200KNew |
$5.08M - $6.03M
|
200K
$7.87M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
6.93KNew |
$176K - $209K
|
6.93K
$272K
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
2KNew |
$50.8K - $60.3K
|
2K
$78.7K
|
|
|
Apr 11, 2025
Q1 2025
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
BUY
|
- |
10KNew |
$254K - $301K
|
10K
$393K
|
|
|
Apr 11, 2025
Q1 2025
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
7.9KNew |
$201K - $238K
|
7.9K
$311K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
3.33KNew |
$82.2K - $89.5K
|
3.33K
$131K
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
BUY
|
- |
804+ 3.9% |
$19.9K - $21.6K
|
21.4K
$842K
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
13.4K+ 115.37% |
$331K - $361K
|
25K
$985K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.84KNew |
$45.4K - $49.4K
|
1.84K
$72.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
973+ 3.28% |
$24.1K - $26.2K
|
30.7K
$1.21M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-5.87K- 40.71% |
$145K - $158K
|
8.55K
$336K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
68.8KNew |
$1.7M - $1.85M
|
68.8K
$2.71M
|
|
|
Feb 06, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-355K- 96.05% |
$8.77M - $9.54M
|
14.6K
$574K
|
|
|
Jan 30, 2025
Q4 2024
|
Belvedere Trading LLC
|
SELL
|
CALL |
-9.3K- 37.2% |
$230K - $250K
|
15.7K
$617K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
1.64KNew |
$40.5K - $44.1K
|
1.64K
$64.5K
|
|
|
Jan 17, 2025
Q4 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
460KNew |
$11.4M - $12.4M
|
460K
$18.1M
|
|
|
Jan 17, 2025
Q4 2024
|
New Harbor Financial Group, LLC
Leominster, MA |
BUY
|
- |
460KNew |
$11.4M - $12.4M
|
460K
$18.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1New |
$24.7 - $26.9
|
1
$39.3
|
|
| Q3 2024 | |||||||
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
1.1KNew |
$24.8K - $28.4K
|
1.1K
$43.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
1.1KNew |
$24.8K - $28.4K
|
1.1K
$43.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
12.4KNew |
$278K - $319K
|
12.4K
$486K
|
|
|
Nov 12, 2024
Q3 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
543New |
$12.2K - $14K
|
543
$21.4K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-334- 3.12% |
$7.52K - $8.63K
|
10.4K
$407K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-2K- 16.31% |
$45K - $51.7K
|
10.3K
$404K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
31.5K+ 10.54% |
$708K - $813K
|
330K
$13M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-4.16K- 1.63% |
$93.6K - $107K
|
252K
$9.9M
|
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
8.24KNew |
$185K - $213K
|
8.24K
$324K
|
|
|
Oct 15, 2024
Q3 2024
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-5K- 11.9% |
$113K - $129K
|
37K
$1.46M
|
|