Purchases and Sales Made in Q3 2024 in Van Eck Merk Gold Trust (OUNZ)
This table provides information about the institutional ownership of Van Eck Merk Gold Trust (OUNZ) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2024
Q3 2024
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
1.23K+ 0.84% |
$27.7K - $31.8K
|
147K
$3.77M
|
|
|
Nov 14, 2024
Q3 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
1.16K+ 1.46% |
$26.1K - $30K
|
80.4K
$2.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
1.1KNew |
$24.8K - $28.4K
|
1.1K
$28.2K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
1.1KNew |
$24.8K - $28.4K
|
1.1K
$28.2K
|
|
|
Oct 07, 2024
Q3 2024
|
Security National Bank
|
BUY
|
- |
1.05K+ 2.13% |
$23.6K - $27K
|
50.3K
$1.29M
|
|
|
Nov 01, 2024
Q3 2024
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
980+ 8.88% |
$22.1K - $25.3K
|
12K
$308K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
769+ 769.0% |
$17.3K - $19.9K
|
869
$22.3K
|
|
|
Nov 08, 2024
Q3 2024
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
750+ 6.87% |
$16.9K - $19.4K
|
11.7K
$299K
|
|
|
Nov 12, 2024
Q3 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
620+ 2.59% |
$14K - $16K
|
24.5K
$629K
|
|
|
Nov 12, 2024
Q3 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
543New |
$12.2K - $14K
|
543
$13.9K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
509+ 1.15% |
$11.5K - $13.1K
|
44.6K
$1.14M
|
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
500+ 1.61% |
$11.3K - $12.9K
|
31.6K
$809K
|
|
|
Oct 28, 2024
Q3 2024
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
495+ 0.99% |
$11.1K - $12.8K
|
50.7K
$1.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
394+ 14.79% |
$8.87K - $10.2K
|
3.06K
$78.3K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
392+ 0.68% |
$8.82K - $10.1K
|
58.1K
$1.49M
|
|
|
Nov 14, 2024
Q3 2024
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
373+ 1.41% |
$8.4K - $9.63K
|
26.8K
$687K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
170+ 0.47% |
$3.83K - $4.39K
|
36.3K
$930K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
157+ 0.09% |
$3.53K - $4.06K
|
179K
$4.58M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
139+ 3.48% |
$3.13K - $3.59K
|
4.14K
$106K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
91New |
$2.05K - $2.35K
|
91
$2.33K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-150- 0.39% |
$3.38K - $3.87K
|
38K
$974K
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-200- 2.47% |
$4.5K - $5.17K
|
7.9K
$202K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-225- 2.48% |
$5.06K - $5.81K
|
8.83K
$226K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-246- 1.53% |
$5.54K - $6.35K
|
15.8K
$406K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-334- 3.12% |
$7.52K - $8.63K
|
10.4K
$265K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-576- 0.8% |
$13K - $14.9K
|
71K
$1.82M
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-715- 3.82% |
$16.1K - $18.5K
|
18K
$461K
|
|
|
Nov 13, 2024
Q3 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-857- 6.89% |
$19.3K - $22.1K
|
11.6K
$297K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.33K- 22.25% |
$29.9K - $34.3K
|
4.64K
$119K
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-1.55K- 15.66% |
$34.9K - $40.1K
|
8.35K
$214K
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-1.65K- 3.81% |
$37.1K - $42.6K
|
41.6K
$1.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-2K- 19.46% |
$45K - $51.7K
|
8.28K
$212K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-2K- 16.31% |
$45K - $51.7K
|
10.3K
$263K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-3.16K- 8.8% |
$71K - $81.5K
|
32.7K
$838K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
SELL
|
- |
-3.5K- 18.39% |
$78.8K - $90.4K
|
15.5K
$398K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-4.16K- 1.63% |
$93.6K - $107K
|
252K
$6.45M
|
|
|
Nov 14, 2024
Q3 2024
|
Merk Investments LLC
Menlo Park, CA |
SELL
|
- |
-4.41K- 23.45% |
$99.2K - $114K
|
14.4K
$369K
|
|
|
Oct 15, 2024
Q3 2024
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-5K- 11.9% |
$113K - $129K
|
37K
$948K
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-5.38K- 33.02% |
$121K - $139K
|
10.9K
$280K
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-5.43K- 7.76% |
$122K - $140K
|
64.5K
$1.65M
|
|
|
Nov 14, 2024
Q3 2024
|
Sprott Inc.
Toronto, A6 |
SELL
|
- |
-5.61K- 28.79% |
$126K - $145K
|
13.9K
$356K
|
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-6.89K- 2.46% |
$155K - $178K
|
273K
$6.99M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-7.28K- 13.87% |
$164K - $188K
|
45.2K
$1.16M
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-9.27K- 10.21% |
$209K - $239K
|
81.6K
$2.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-9.64K- 23.94% |
$217K - $249K
|
30.6K
$784K
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-10.2K- 4.32% |
$229K - $263K
|
225K
$5.77M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-10.4K- 4.23% |
$233K - $268K
|
235K
$6.02M
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-14K- 5.56% |
$316K - $363K
|
239K
$6.12M
|
|
|
Nov 12, 2024
Q3 2024
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-18.9K- 4.63% |
$424K - $487K
|
388K
$9.94M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-27.8K- 67.32% |
$625K - $718K
|
13.5K
$346K
|