Purchases and Sales Made in Q1 2024 in Van Eck Merk Gold Trust (OUNZ)
This table provides information about the institutional ownership of Van Eck Merk Gold Trust (OUNZ) during Q1 2024. 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 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
736KNew |
$14.2M - $15.8M
|
736K
$19.2M
|
|
|
Apr 22, 2024
Q1 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
207KNew |
$4M - $4.46M
|
207K
$5.41M
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
187K+ 760.9% |
$3.6M - $4.01M
|
211K
$5.51M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
95.8K+ 6.39% |
$1.84M - $2.06M
|
1.59M
$41.5M
|
|
|
Apr 12, 2024
Q1 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
92K+ 2.07% |
$1.77M - $1.98M
|
4.53M
$118M
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
87.9KNew |
$1.69M - $1.89M
|
87.9K
$2.29M
|
|
|
May 13, 2024
Q1 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
67.6K+ 5.51% |
$1.3M - $1.45M
|
1.29M
$33.7M
|
|
|
May 13, 2024
Q1 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
66.4K+ 17.74% |
$1.28M - $1.43M
|
441K
$11.5M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
54.6K+ 18.38% |
$1.05M - $1.17M
|
352K
$9.17M
|
|
|
May 07, 2024
Q1 2024
|
Euro Pacific Asset Management, LLC
Dorado, PR |
BUY
|
- |
50.4K+ 14.53% |
$971K - $1.08M
|
397K
$10.4M
|
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
41.5K+ 1973.54% |
$799K - $891K
|
43.6K
$1.14M
|
|
|
May 10, 2024
Q1 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
33.4KNew |
$644K - $718K
|
33.4K
$872K
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
31.3KNew |
$602K - $672K
|
31.3K
$815K
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
28.4K+ 161.18% |
$547K - $610K
|
46K
$1.2M
|
|
|
Apr 23, 2024
Q1 2024
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
26.6K+ 16.18% |
$511K - $570K
|
191K
$4.97M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
24.6KNew |
$474K - $529K
|
24.6K
$642K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
24.4K+ 9.6% |
$469K - $523K
|
278K
$7.25M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
23.8K+ 14.04% |
$459K - $512K
|
193K
$5.04M
|
|
|
May 08, 2024
Q1 2024
|
Ieq Capital, LLC
|
BUY
|
- |
20.5KNew |
$394K - $439K
|
20.5K
$533K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
19.5K+ 10.2% |
$376K - $419K
|
211K
$5.49M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
19.4KNew |
$373K - $416K
|
19.4K
$505K
|
|
|
May 13, 2024
Q1 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
18.4K+ 12.09% |
$355K - $396K
|
171K
$4.46M
|
|
|
May 02, 2024
Q1 2024
|
Smart Money Group LLC
|
BUY
|
- |
16.2K+ 15.34% |
$311K - $347K
|
122K
$3.17M
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
15.2KNew |
$294K - $328K
|
15.2K
$397K
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
14.4KNew |
$277K - $309K
|
14.4K
$375K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
14.2K+ 43.24% |
$273K - $305K
|
47K
$1.23M
|
|
|
Apr 30, 2024
Q1 2024
|
Starfox Financial Services, LLC
The Woodlands, TX |
BUY
|
- |
8.4K+ 2.08% |
$162K - $180K
|
412K
$10.7M
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
5KNew |
$96.3K - $107K
|
5K
$130K
|
|
|
May 03, 2024
Q1 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
2.82K+ 9.76% |
$54.3K - $60.6K
|
31.7K
$826K
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.54K+ 3.7% |
$49K - $54.6K
|
71.3K
$1.86M
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
2.5K+ 7.06% |
$48.2K - $53.7K
|
37.9K
$988K
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.49K+ 0.61% |
$48K - $53.5K
|
410K
$10.7M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.37K+ 6.89% |
$45.7K - $50.9K
|
36.8K
$959K
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
1.79K+ 11.45% |
$34.4K - $38.4K
|
17.4K
$454K
|
|
|
May 08, 2024
Q1 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
1.45K+ 6.2% |
$27.8K - $31K
|
24.7K
$645K
|
|
|
Apr 18, 2024
Q1 2024
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
965+ 1.8% |
$18.6K - $20.7K
|
54.5K
$1.42M
|
|
|
May 13, 2024
Q1 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
950+ 4.32% |
$18.3K - $20.4K
|
22.9K
$597K
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
792+ 7.52% |
$15.3K - $17K
|
11.3K
$295K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
768+ 1.36% |
$14.8K - $16.5K
|
57.3K
$1.49M
|
|
|
Apr 18, 2024
Q1 2024
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
500+ 2.17% |
$9.63K - $10.7K
|
23.6K
$615K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
491+ 0.98% |
$9.46K - $10.5K
|
50.5K
$1.32M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
400+ 1.83% |
$7.7K - $8.59K
|
22.3K
$581K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
288+ 3.68% |
$5.55K - $6.19K
|
8.12K
$212K
|
|
|
Apr 12, 2024
Q1 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
260+ 2.33% |
$5.01K - $5.58K
|
11.4K
$297K
|
|
|
May 10, 2024
Q1 2024
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
225+ 0.15% |
$4.33K - $4.83K
|
148K
$3.85M
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
195New |
$3.76K - $4.19K
|
195
$5.08K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
113New |
$2.18K - $2.43K
|
113
$2.94K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
- |
100New |
$1.93K - $2.15K
|
100
$2.61K
|
|
|
Apr 24, 2024
Q1 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
12+ 0.02% |
$231 - $258
|
52.7K
$1.37M
|
|
|
Apr 22, 2024
Q1 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
10+ 0.02% |
$193 - $215
|
43.3K
$1.13M
|