Purchases and Sales Made in Q3 2021 in Van Eck Merk Gold Trust (OUNZ)
This table provides information about the institutional ownership of Van Eck Merk Gold Trust (OUNZ) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 10, 2021
Q3 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.49MNew |
$58.6M - $62.2M
|
3.49M
$98M
|
|
|
Nov 08, 2021
Q3 2021
|
Brinker Capital Investments, LLC
|
BUY
|
- |
3.49MNew |
$58.6M - $62.2M
|
3.49M
$98M
|
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
178K+ 164.43% |
$2.98M - $3.16M
|
286K
$8.01M
|
|
|
Nov 10, 2021
Q3 2021
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
95.8K+ 9.57% |
$1.61M - $1.71M
|
1.1M
$30.8M
|
|
|
Nov 15, 2021
Q3 2021
|
Hrt Financial LP
New York, NY |
BUY
|
- |
94K+ 665.28% |
$1.58M - $1.67M
|
108K
$3.03M
|
|
|
Nov 15, 2021
Q3 2021
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
73.8K+ 100.2% |
$1.24M - $1.31M
|
147K
$4.14M
|
|
|
Nov 08, 2021
Q3 2021
|
New Square Capital LLC
|
BUY
|
- |
46.9KNew |
$787K - $836K
|
46.9K
$1.32M
|
|
|
Nov 01, 2021
Q3 2021
|
Barber Financial Group, Inc.
|
BUY
|
- |
40.6K+ 9.54% |
$681K - $723K
|
466K
$13.1M
|
|
|
Oct 14, 2021
Q3 2021
|
Wespac Advisors, LLC
|
BUY
|
- |
40.4KNew |
$678K - $719K
|
40.4K
$1.13M
|
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
35.5K+ 22.1% |
$595K - $632K
|
196K
$5.5M
|
|
|
Aug 25, 2023
Q3 2021
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
34.1KNew |
$571K - $606K
|
34.1K
$956K
|
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
28.5K+ 13.28% |
$479K - $508K
|
243K
$6.82M
|
|
|
Nov 15, 2021
Q3 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
22.4K+ 64.14% |
$375K - $398K
|
57.2K
$1.61M
|
|
|
Oct 13, 2022
Q3 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
22.4K+ 64.14% |
$375K - $398K
|
57.2K
$1.61M
|
|
|
Nov 15, 2021
Q3 2021
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
22.1K+ 160.5% |
$370K - $393K
|
35.8K
$1M
|
|
|
Nov 15, 2021
Q3 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
17.9KNew |
$300K - $318K
|
17.9K
$502K
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
17.2K+ 5.88% |
$289K - $307K
|
310K
$8.7M
|
|
|
Nov 03, 2021
Q3 2021
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
15.4K+ 36.9% |
$259K - $275K
|
57.2K
$1.6M
|
|
|
Nov 01, 2021
Q3 2021
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
15.1KNew |
$253K - $269K
|
15.1K
$424K
|
|
|
Nov 12, 2021
Q3 2021
|
Euro Pacific Asset Management, LLC
Dorado, PR |
BUY
|
- |
13.3K+ 28.99% |
$224K - $237K
|
59.3K
$1.66M
|
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
BUY
|
- |
11.7KNew |
$197K - $209K
|
11.7K
$329K
|
|
|
Nov 15, 2021
Q3 2021
|
Merk Investments LLC
Menlo Park, CA |
BUY
|
- |
10.9K+ 2.71% |
$183K - $195K
|
415K
$11.6M
|
|
|
Nov 09, 2021
Q3 2021
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
10.3K+ 6.71% |
$172K - $183K
|
163K
$4.58M
|
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
9.62K+ 9.09% |
$161K - $171K
|
115K
$3.24M
|
|
|
Oct 28, 2021
Q3 2021
|
Terra Nova Asset Management LLC
|
BUY
|
- |
8.91K+ 19.28% |
$150K - $159K
|
55.1K
$1.55M
|
|
|
Nov 15, 2021
Q3 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
5.97K+ 2.32% |
$100K - $106K
|
263K
$7.38M
|
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5.33K+ 108.2% |
$89.5K - $95K
|
10.3K
$288K
|
|
|
Nov 04, 2021
Q3 2021
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
4.99K+ 30.75% |
$83.7K - $88.9K
|
21.2K
$595K
|
|
|
Nov 04, 2021
Q3 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
4.98K+ 37.26% |
$83.6K - $88.8K
|
18.4K
$515K
|
|
|
Nov 05, 2021
Q3 2021
|
White Pine Investment CO
|
BUY
|
- |
3.41K+ 1.3% |
$57.2K - $60.7K
|
265K
$7.44M
|
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
3.1K+ 21.68% |
$52.1K - $55.3K
|
17.4K
$489K
|
|
|
Oct 28, 2021
Q3 2021
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
3K+ 25.0% |
$50.3K - $53.4K
|
15K
$421K
|
|
|
Nov 18, 2021
Q3 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
3K+ 5.07% |
$50.3K - $53.3K
|
62.1K
$1.74M
|
|
|
Nov 12, 2021
Q3 2021
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
2.77K+ 0.53% |
$46.4K - $49.3K
|
529K
$14.8M
|
|
|
Nov 02, 2021
Q3 2021
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
2.43K+ 1.69% |
$40.8K - $43.3K
|
146K
$4.11M
|
|
|
Nov 05, 2021
Q3 2021
|
Shufro Rose & CO LLC
|
BUY
|
- |
1.68K+ 8.17% |
$28.1K - $29.9K
|
22.2K
$623K
|
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.59K+ 3.25% |
$26.7K - $28.4K
|
50.5K
$1.42M
|
|
|
Oct 29, 2021
Q3 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.5K+ 10.99% |
$25.2K - $26.7K
|
15.2K
$425K
|
|
|
Nov 15, 2021
Q3 2021
|
Covington Capital Management
|
BUY
|
- |
1.43KNew |
$23.9K - $25.4K
|
1.43K
$40K
|
|
|
Oct 28, 2021
Q3 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.36K+ 2.15% |
$22.8K - $24.2K
|
64.7K
$1.82M
|
|
|
Oct 28, 2021
Q3 2021
|
Macroview Investment Management LLC
|
BUY
|
- |
1KNew |
$16.8K - $17.8K
|
1K
$28.1K
|
|
|
Nov 15, 2021
Q3 2021
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
916+ 1.51% |
$15.4K - $16.3K
|
61.6K
$1.73M
|
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
345New |
$5.79K - $6.14K
|
345
$9.68K
|
|
|
Nov 12, 2021
Q3 2021
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
300New |
$5.03K - $5.34K
|
300
$8.42K
|
|
|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
182New |
$3.05K - $3.24K
|
182
$5.11K
|
|
|
Nov 05, 2021
Q3 2021
|
Lincoln National Corp
|
BUY
|
- |
155+ 1.33% |
$2.6K - $2.76K
|
11.8K
$331K
|
|
|
Nov 05, 2021
Q3 2021
|
Truist Financial Corp
|
BUY
|
- |
147+ 0.76% |
$2.47K - $2.62K
|
19.4K
$545K
|
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
100+ 0.7% |
$1.68K - $1.78K
|
14.4K
$403K
|
|
|
Nov 02, 2021
Q3 2021
|
Burleson & Company, LLC
|
BUY
|
- |
20New |
$336 - $356
|
20
$561
|
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|