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 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
299+ 0.91% |
$5.52K - $5.94K
|
33K
$836K
|
|
|
Aug 11, 2023
Q2 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
295+ 2.17% |
$5.45K - $5.86K
|
13.9K
$352K
|
|
|
Aug 03, 2023
Q2 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
100New |
$1.85K - $1.99K
|
100
$2.53K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-12- 0.68% |
$222 - $238
|
1.76K
$44.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-20- 7.81% |
$369 - $397
|
236
$5.97K
|
|
|
Aug 14, 2023
Q2 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-34- 1.58% |
$628 - $675
|
2.12K
$53.5K
|
|
|
Jul 13, 2023
Q2 2023
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-500- 3.9% |
$9.24K - $9.93K
|
12.3K
$312K
|
|
|
Jul 21, 2023
Q2 2023
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-570- 0.37% |
$10.5K - $11.3K
|
153K
$3.87M
|
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-664- 5.2% |
$12.3K - $13.2K
|
12.1K
$306K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-676- 1.37% |
$12.5K - $13.4K
|
48.6K
$1.23M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-753- 0.35% |
$13.9K - $14.9K
|
212K
$5.37M
|
|
|
Jul 20, 2023
Q2 2023
|
Veracity Capital LLC
|
SELL
|
- |
-779- 4.93% |
$14.4K - $15.5K
|
15K
$380K
|
|
|
Aug 02, 2023
Q2 2023
|
Shufro Rose & CO LLC
|
SELL
|
- |
-802- 3.57% |
$14.8K - $15.9K
|
21.7K
$549K
|
|
|
Jul 31, 2023
Q2 2023
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-834- 1.44% |
$15.4K - $16.6K
|
57.1K
$1.44M
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1.03K- 2.43% |
$19K - $20.5K
|
41.5K
$1.05M
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.4K- 15.63% |
$25.8K - $27.7K
|
7.53K
$191K
|
|
|
Aug 14, 2023
Q2 2023
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-1.57K- 5.14% |
$29K - $31.1K
|
29K
$733K
|
|
|
Jul 20, 2023
Q2 2023
|
Starfox Financial Services, LLC
The Woodlands, TX |
SELL
|
- |
-1.78K- 0.49% |
$32.8K - $35.3K
|
364K
$9.22M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2K- 12.81% |
$36.8K - $39.6K
|
13.6K
$344K
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.4K- 19.24% |
$44.3K - $47.6K
|
10.1K
$255K
|
|
|
Jul 21, 2023
Q2 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-3.5K- 7.95% |
$64.6K - $69.5K
|
40.5K
$1.03M
|
|
|
Aug 14, 2023
Q2 2023
|
Merk Investments LLC
Menlo Park, CA |
SELL
|
- |
-3.54K- 19.59% |
$65.3K - $70.2K
|
14.5K
$368K
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-4.27K- 24.56% |
$78.9K - $84.8K
|
13.1K
$332K
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-5.35K- 7.74% |
$98.9K - $106K
|
63.8K
$1.62M
|
|
|
Aug 11, 2023
Q2 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-6.89K- 0.54% |
$127K - $137K
|
1.28M
$32.3M
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-8.35K- 10.15% |
$154K - $166K
|
73.9K
$1.87M
|
|
|
Aug 14, 2023
Q2 2023
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
SELL
|
- |
-11.7K- 25.24% |
$216K - $232K
|
34.6K
$877K
|
|
|
Aug 08, 2023
Q2 2023
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-14K- 3.05% |
$258K - $277K
|
444K
$11.2M
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-16.6K- 20.13% |
$306K - $329K
|
65.7K
$1.66M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-17.8K- 7.71% |
$328K - $353K
|
213K
$5.38M
|
|
|
Aug 08, 2023
Q2 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-18.7K- 23.96% |
$346K - $372K
|
59.5K
$1.5M
|
|
|
Aug 02, 2023
Q2 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-20.8K- 5.63% |
$383K - $412K
|
348K
$8.81M
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-21.6K- 71.06% |
$400K - $429K
|
8.81K
$223K
|
|
|
Dec 05, 2023
Q2 2023
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-31.1K- 0.71% |
$574K - $617K
|
4.34M
$110M
|
|
|
Jul 31, 2023
Q2 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-53.9K- 17.85% |
$996K - $1.07M
|
248K
$6.28M
|
|
|
Aug 03, 2023
Q2 2023
|
Van Eck Associates Corp
|
SELL
|
- |
-236K- 18.65% |
$4.36M - $4.68M
|
1.03M
$26M
|