Purchases and Sales Made in Q1 2022 in Van Eck Merk Gold Trust (OUNZ)
This table provides information about the institutional ownership of Van Eck Merk Gold Trust (OUNZ) during Q1 2022. The information is specifically focused on institutions that hold shares of VanEck Merk Gold Trust.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 16, 2022
Q1 2022
|
Cadence Wealth Management LLC
Westborough, MA |
BUY
|
- |
483KNew |
$8.39M - $9.62M
|
483K
$12.2M
|
|
|
May 10, 2022
Q1 2022
|
Van Eck Associates Corp
|
BUY
|
- |
315K+ 175.5% |
$5.48M - $6.29M
|
495K
$12.5M
|
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
293K+ 67.47% |
$5.09M - $5.84M
|
728K
$18.4M
|
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
290K+ 119.28% |
$5.03M - $5.77M
|
532K
$13.5M
|
|
|
May 10, 2022
Q1 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
227KNew |
$3.95M - $4.53M
|
227K
$5.75M
|
|
|
May 12, 2022
Q1 2022
|
Starfox Financial Services, LLC
The Woodlands, TX |
BUY
|
- |
187K+ 105.38% |
$3.25M - $3.72M
|
364K
$9.21M
|
|
|
Dec 05, 2023
Q1 2022
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
170K+ 3.66% |
$2.96M - $3.39M
|
4.82M
$122M
|
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
157KNew |
$2.73M - $3.13M
|
157K
$3.97M
|
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
134K+ 372.1% |
$2.34M - $2.68M
|
171K
$4.32M
|
|
|
May 16, 2022
Q1 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
65.5KNew |
$1.14M - $1.31M
|
65.5K
$1.66M
|
|
|
May 04, 2022
Q1 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
64.5K+ 114.4% |
$1.12M - $1.29M
|
121K
$3.06M
|
|
|
May 13, 2022
Q1 2022
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
59.6K+ 64.35% |
$1.04M - $1.19M
|
152K
$3.85M
|
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
54.5K+ 98.65% |
$947K - $1.09M
|
110K
$2.78M
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
47.8K+ 16.72% |
$830K - $952K
|
333K
$8.44M
|
|
|
May 11, 2022
Q1 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
36.4KNew |
$632K - $725K
|
36.4K
$921K
|
|
|
Apr 22, 2022
Q1 2022
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
31.8K+ 16.75% |
$553K - $635K
|
222K
$5.61M
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
30.8K+ 200.51% |
$535K - $613K
|
46.1K
$1.17M
|
|
|
May 13, 2022
Q1 2022
|
Euro Pacific Asset Management, LLC
Dorado, PR |
BUY
|
- |
28.8K+ 34.31% |
$500K - $574K
|
113K
$2.85M
|
|
|
May 16, 2022
Q1 2022
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
26.2K+ 8.77% |
$456K - $523K
|
325K
$8.24M
|
|
|
Apr 22, 2022
Q1 2022
|
Smart Money Group LLC
|
BUY
|
- |
26K+ 134.2% |
$452K - $518K
|
45.4K
$1.15M
|
|
|
May 03, 2022
Q1 2022
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
25.8K+ 14.8% |
$449K - $515K
|
200K
$5.07M
|
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
24K+ 3.66% |
$417K - $479K
|
680K
$17.2M
|
|
|
May 04, 2022
Q1 2022
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
24K+ 104.35% |
$417K - $479K
|
47K
$1.19M
|
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
22.9K+ 6.63% |
$397K - $456K
|
368K
$9.31M
|
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
BUY
|
- |
19.9K+ 127.09% |
$346K - $396K
|
35.5K
$899K
|
|
|
May 13, 2022
Q1 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
19.5K+ 108.11% |
$340K - $390K
|
37.6K
$952K
|
|
|
May 13, 2022
Q1 2022
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
19.4KNew |
$337K - $386K
|
19.4K
$490K
|
|
|
Apr 26, 2022
Q1 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
18.2KNew |
$317K - $363K
|
18.2K
$461K
|
|
|
May 12, 2022
Q1 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
16.1K+ 26.6% |
$280K - $321K
|
76.6K
$1.94M
|
|
|
Apr 12, 2022
Q1 2022
|
Stonnington Group, LLC
|
BUY
|
- |
15.7KNew |
$273K - $313K
|
15.7K
$397K
|
|
|
Apr 25, 2022
Q1 2022
|
Security National Bank
|
BUY
|
- |
14.6KNew |
$253K - $290K
|
14.6K
$369K
|
|
|
Oct 13, 2022
Q1 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
12.7K+ 20.74% |
$221K - $254K
|
74.1K
$1.88M
|
|
|
May 16, 2022
Q1 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
12.7K+ 20.74% |
$221K - $254K
|
74.1K
$1.88M
|
|
|
May 13, 2022
Q1 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
8.9K+ 46.84% |
$155K - $177K
|
27.9K
$706K
|
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
7.5KNew |
$130K - $150K
|
7.5K
$190K
|
|
|
May 12, 2022
Q1 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
7.43K+ 59.57% |
$129K - $148K
|
19.9K
$504K
|
|
|
Mar 14, 2023
Q1 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
7.43K+ 59.57% |
$129K - $148K
|
19.9K
$504K
|
|
|
May 25, 2022
Q1 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
5.22K+ 82.76% |
$90.7K - $104K
|
11.5K
$292K
|
|
|
May 03, 2022
Q1 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
4.13K+ 13.6% |
$71.8K - $82.3K
|
34.5K
$873K
|
|
|
May 16, 2022
Q1 2022
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
4.13K+ 2.74% |
$71.7K - $82.3K
|
155K
$3.92M
|
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.63KNew |
$63K - $72.3K
|
3.63K
$91.7K
|
|
|
May 13, 2022
Q1 2022
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
3.41K+ 0.61% |
$59.3K - $68K
|
560K
$14.2M
|
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
2KNew |
$34.8K - $39.9K
|
2K
$50.6K
|
|
|
Feb 14, 2024
Q1 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1.9K+ 33.93% |
$33K - $37.9K
|
7.5K
$190K
|
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.79K+ 0.63% |
$31.1K - $35.6K
|
287K
$7.28M
|
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.4K+ 68.8% |
$24.3K - $27.9K
|
3.44K
$86.9K
|
|
|
May 09, 2022
Q1 2022
|
Lincoln National Corp
|
BUY
|
- |
630+ 5.35% |
$10.9K - $12.6K
|
12.4K
$314K
|
|
|
May 13, 2022
Q1 2022
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
593+ 4.21% |
$10.3K - $11.8K
|
14.7K
$372K
|
|
|
May 13, 2022
Q1 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
557New |
$9.68K - $11.1K
|
557
$14.1K
|
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
450+ 26.06% |
$7.82K - $8.97K
|
2.18K
$55.1K
|