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 |
|---|---|---|---|---|---|---|---|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-50- 0.16% |
$963 - $1.07K
|
31.2K
$800K
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-50- 0.16% |
$963 - $1.07K
|
31.2K
$800K
|
|
|
May 09, 2024
Q1 2024
|
Private Portfolio Partners LLC
|
SELL
|
- |
-250- 0.86% |
$4.82K - $5.37K
|
28.7K
$736K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-522- 15.15% |
$10.1K - $11.2K
|
2.92K
$74.9K
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-645- 5.49% |
$12.4K - $13.9K
|
11.1K
$285K
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-889- 49.39% |
$17.1K - $19.1K
|
911
$23.3K
|
|
|
May 02, 2024
Q1 2024
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-900- 7.62% |
$17.3K - $19.3K
|
10.9K
$280K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1.24K- 20.4% |
$23.9K - $26.6K
|
4.84K
$124K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.35K- 1.47% |
$26K - $29K
|
90.7K
$2.32M
|
|
|
May 01, 2024
Q1 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-2.18K- 0.85% |
$42K - $46.8K
|
253K
$6.49M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.23K- 14.12% |
$42.9K - $47.8K
|
13.5K
$347K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.43K- 1.08% |
$46.9K - $52.3K
|
224K
$5.73M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.44K- 1.52% |
$46.9K - $52.3K
|
158K
$4.05M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-2.55K- 25.1% |
$49.1K - $54.8K
|
7.61K
$195K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-3K- 0.44% |
$57.8K - $64.5K
|
683K
$17.5M
|
|
|
Apr 26, 2024
Q1 2024
|
Guild Investment Management, Inc.
|
SELL
|
- |
-4K- 20.0% |
$77K - $85.9K
|
16K
$410K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-4.21K- 6.79% |
$81.1K - $90.5K
|
57.8K
$1.48M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-4.92K- 13.63% |
$94.8K - $106K
|
31.2K
$800K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-5.43K- 14.08% |
$105K - $117K
|
33.1K
$849K
|
|
|
May 02, 2024
Q1 2024
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-5.89K- 1.36% |
$113K - $127K
|
428K
$11M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-5.99K- 2.02% |
$115K - $129K
|
291K
$7.45M
|
|
|
Apr 30, 2024
Q1 2024
|
Van Eck Associates Corp
|
SELL
|
- |
-7.46K- 0.82% |
$144K - $160K
|
908K
$23.3M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-8.74K- 1.73% |
$168K - $188K
|
496K
$12.7M
|
|
|
May 10, 2024
Q1 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-11.7K- 3.48% |
$225K - $250K
|
323K
$8.29M
|
|
|
May 14, 2024
Q1 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-17.2K- 57.02% |
$332K - $370K
|
13K
$333K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-23.2K- 6.41% |
$448K - $499K
|
339K
$8.69M
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-51.3K- 20.2% |
$988K - $1.1M
|
203K
$5.19M
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-52.5K- 21.19% |
$1.01M - $1.13M
|
195K
$5.01M
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-88K- 57.89% |
$1.69M - $1.89M
|
64K
$1.64M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-238K- 93.46% |
$4.59M - $5.12M
|
16.7K
$427K
|