Purchases and Sales Made in Q2 2023 in Van Eck Merk Gold Trust (OUNZ)
This table provides information about the institutional ownership of Van Eck Merk Gold Trust (OUNZ) during Q2 2023. 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 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
597K+ 2366.2% |
$11M - $11.8M
|
622K
$15.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
354KNew |
$6.54M - $7.03M
|
354K
$8.97M
|
|
|
Jul 25, 2023
Q2 2023
|
Ferguson Shapiro LLC
|
BUY
|
- |
230KNew |
$4.25M - $4.57M
|
230K
$5.83M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
102K+ 152.24% |
$1.88M - $2.02M
|
169K
$4.27M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
94.9K+ 36.27% |
$1.75M - $1.88M
|
357K
$9.02M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
94.1K+ 6.19% |
$1.74M - $1.87M
|
1.61M
$40.9M
|
|
|
Aug 24, 2023
Q2 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
85.1K+ 272.6% |
$1.57M - $1.69M
|
116K
$2.94M
|
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
66.8K+ 513.21% |
$1.23M - $1.33M
|
79.8K
$2.02M
|
|
|
Jul 14, 2023
Q2 2023
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
60.8K+ 45.24% |
$1.12M - $1.21M
|
195K
$4.94M
|
|
|
Aug 14, 2023
Q2 2023
|
Euro Pacific Asset Management, LLC
Dorado, PR |
BUY
|
- |
50.7K+ 16.11% |
$936K - $1.01M
|
365K
$9.25M
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
49.9K+ 87.52% |
$921K - $990K
|
107K
$2.71M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
48K+ 12.9% |
$886K - $952K
|
420K
$10.6M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
45.4K+ 7.55% |
$838K - $901K
|
646K
$16.4M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
38.7K+ 16.91% |
$715K - $768K
|
267K
$6.77M
|
|
|
Jul 19, 2023
Q2 2023
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
21.6KNew |
$399K - $429K
|
21.6K
$547K
|
|
|
Aug 14, 2023
Q2 2023
|
Sprott Inc.
Toronto, A6 |
BUY
|
- |
19.5KNew |
$360K - $387K
|
19.5K
$493K
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
19.3K+ 533.43% |
$357K - $384K
|
23K
$581K
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
18.6K+ 5.33% |
$344K - $369K
|
367K
$9.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
18.4K+ 4.4% |
$339K - $365K
|
436K
$11M
|
|
|
Jul 25, 2023
Q2 2023
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
18.3KNew |
$338K - $363K
|
18.3K
$463K
|
|
|
Jul 25, 2023
Q2 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
17.6K+ 17.45% |
$326K - $350K
|
119K
$3.01M
|
|
|
Aug 14, 2023
Q2 2023
|
Wms Partners, LLC
|
BUY
|
- |
13.9KNew |
$256K - $275K
|
13.9K
$351K
|
|
|
Aug 03, 2023
Q2 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
13.8K+ 7.96% |
$255K - $274K
|
187K
$4.73M
|
|
|
Aug 11, 2023
Q2 2023
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
13.3KNew |
$246K - $265K
|
13.3K
$338K
|
|
|
Jul 13, 2023
Q2 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
11.1KNew |
$205K - $221K
|
11.1K
$281K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
10.8KNew |
$200K - $215K
|
10.8K
$274K
|
|
|
Aug 10, 2023
Q2 2023
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
10.3KNew |
$190K - $205K
|
10.3K
$261K
|
|
|
Aug 03, 2023
Q2 2023
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
10.1K+ 11.8% |
$187K - $200K
|
95.7K
$2.42M
|
|
|
Jul 13, 2023
Q2 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
8.22K+ 54.03% |
$152K - $163K
|
23.4K
$593K
|
|
|
Jul 11, 2023
Q2 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
6.51KNew |
$120K - $129K
|
6.51K
$165K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.92K+ 3.65% |
$109K - $117K
|
168K
$4.25M
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.26K+ 24.15% |
$78.6K - $84.5K
|
21.9K
$554K
|
|
|
Aug 02, 2023
Q2 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
3.85K+ 1.95% |
$71K - $76.3K
|
201K
$5.09M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.7K+ 4.41% |
$68.3K - $73.4K
|
87.6K
$2.22M
|
|
|
Jul 25, 2023
Q2 2023
|
Smart Money Group LLC
|
BUY
|
- |
3.67K+ 3.85% |
$67.8K - $72.8K
|
99.1K
$2.51M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
3.59K+ 4.28% |
$66.2K - $71.2K
|
87.4K
$2.21M
|
|
|
Jul 27, 2023
Q2 2023
|
Adirondack Retirement Specialists, Inc.
|
BUY
|
- |
2.92K+ 16.87% |
$53.9K - $57.9K
|
20.2K
$512K
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
2.65K+ 21.7% |
$48.9K - $52.6K
|
14.9K
$376K
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
2.13KNew |
$39.3K - $42.3K
|
2.13K
$53.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.69K+ 5.32% |
$31.1K - $33.5K
|
33.4K
$845K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.3K+ 40.63% |
$24K - $25.8K
|
4.5K
$114K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
1.27K+ 165.36% |
$23.5K - $25.2K
|
2.04K
$51.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.08KNew |
$19.9K - $21.4K
|
1.08K
$27.3K
|
|
|
Jul 21, 2023
Q2 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
1K+ 2.05% |
$18.5K - $19.9K
|
49.8K
$1.26M
|
|
|
Aug 11, 2023
Q2 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
987+ 0.99% |
$18.2K - $19.6K
|
101K
$2.56M
|
|
|
Jul 13, 2023
Q2 2023
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
836New |
$15.4K - $16.6K
|
836
$21.2K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
617+ 67.14% |
$11.4K - $12.2K
|
1.54K
$38.9K
|
|
|
Aug 09, 2023
Q2 2023
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
600+ 3.45% |
$11.1K - $11.9K
|
18K
$456K
|
|
|
Aug 14, 2023
Q2 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
572+ 2.47% |
$10.6K - $11.4K
|
23.7K
$600K
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
311New |
$5.74K - $6.17K
|
311
$7.87K
|