Purchases and Sales Made in Q4 2021 in Van Eck Merk Gold Trust (OUNZ)
This table provides information about the institutional ownership of Van Eck Merk Gold Trust (OUNZ) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Dec 05, 2023
Q4 2021
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
4.65MNew |
$79.2M - $84.4M
|
4.65M
$118M
|
|
|
Feb 15, 2022
Q4 2021
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
299KNew |
$5.1M - $5.43M
|
299K
$7.57M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
191K+ 78.65% |
$3.26M - $3.47M
|
434K
$11M
|
|
|
Feb 14, 2022
Q4 2021
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
190KNew |
$3.24M - $3.45M
|
190K
$4.81M
|
|
|
Feb 10, 2022
Q4 2021
|
Starfox Financial Services, LLC
The Woodlands, TX |
BUY
|
- |
177KNew |
$3.02M - $3.22M
|
177K
$4.49M
|
|
|
Feb 18, 2022
Q4 2021
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
162KNew |
$2.77M - $2.95M
|
162K
$4.11M
|
|
|
Feb 15, 2022
Q4 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
151KNew |
$2.57M - $2.74M
|
151K
$3.82M
|
|
|
Jan 26, 2022
Q4 2021
|
Van Eck Associates Corp
|
BUY
|
- |
144K+ 399.87% |
$2.45M - $2.61M
|
180K
$4.55M
|
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
56.3KNew |
$961K - $1.02M
|
56.3K
$1.43M
|
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
54.7KNew |
$933K - $994K
|
54.7K
$1.39M
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
46.7K+ 23.82% |
$796K - $848K
|
243K
$6.14M
|
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
46.4KNew |
$792K - $843K
|
46.4K
$1.18M
|
|
|
Feb 17, 2022
Q4 2021
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
45.8KNew |
$781K - $832K
|
45.8K
$1.16M
|
|
|
Jan 18, 2022
Q4 2021
|
Procyon Advisors, LLC
|
BUY
|
- |
29KNew |
$494K - $527K
|
29K
$734K
|
|
|
Feb 08, 2022
Q4 2021
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
27.6K+ 5.23% |
$471K - $502K
|
556K
$14.1M
|
|
|
Aug 25, 2023
Q4 2021
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
27.6K+ 81.0% |
$470K - $501K
|
61.6K
$1.56M
|
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
27.4K+ 10.43% |
$468K - $498K
|
291K
$7.35M
|
|
|
Feb 14, 2022
Q4 2021
|
Euro Pacific Asset Management, LLC
Dorado, PR |
BUY
|
- |
24.6K+ 41.47% |
$419K - $446K
|
83.8K
$2.12M
|
|
|
Feb 07, 2022
Q4 2021
|
Barber Financial Group, Inc.
|
BUY
|
- |
23.6K+ 5.06% |
$402K - $429K
|
490K
$12.4M
|
|
|
Jan 27, 2022
Q4 2021
|
Smart Money Group LLC
|
BUY
|
- |
19.4KNew |
$330K - $352K
|
19.4K
$490K
|
|
|
Feb 11, 2022
Q4 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
19KNew |
$324K - $345K
|
19K
$481K
|
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
18.6K+ 44.28% |
$317K - $337K
|
60.5K
$1.53M
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
18.2K+ 5.57% |
$310K - $330K
|
345K
$8.73M
|
|
|
Feb 15, 2022
Q4 2021
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
18.1KNew |
$308K - $328K
|
18.1K
$458K
|
|
|
Feb 14, 2022
Q4 2021
|
Money Concepts Capital Corp
|
BUY
|
- |
17.6K+ 46.61% |
$299K - $319K
|
55.2K
$1.4M
|
|
|
Jan 26, 2022
Q4 2021
|
New Square Capital LLC
|
BUY
|
- |
11.3K+ 24.04% |
$192K - $205K
|
58.2K
$1.47M
|
|
|
Feb 02, 2022
Q4 2021
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
11.2K+ 6.83% |
$190K - $202K
|
175K
$4.42M
|
|
|
Feb 11, 2022
Q4 2021
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
9.14K+ 43.09% |
$156K - $166K
|
30.4K
$768K
|
|
|
Feb 14, 2022
Q4 2021
|
Chartist Inc
Seal Beach, CA |
BUY
|
- |
6.65KNew |
$113K - $121K
|
6.65K
$168K
|
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
6.31KNew |
$108K - $115K
|
6.31K
$160K
|
|
|
Feb 14, 2022
Q4 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5.51K+ 30.83% |
$94K - $100K
|
23.4K
$592K
|
|
|
Feb 09, 2022
Q4 2021
|
Merk Investments LLC
Menlo Park, CA |
BUY
|
- |
4.69K+ 1.13% |
$79.9K - $85.1K
|
419K
$10.6M
|
|
|
Apr 27, 2022
Q4 2021
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
4.38KNew |
$74.6K - $79.5K
|
4.38K
$111K
|
|
|
Jan 27, 2022
Q4 2021
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
4.33K+ 2.96% |
$73.8K - $78.6K
|
151K
$3.82M
|
|
|
Oct 13, 2022
Q4 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
4.2K+ 7.34% |
$71.6K - $76.3K
|
61.4K
$1.55M
|
|
|
Feb 15, 2022
Q4 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
4.2K+ 7.34% |
$71.6K - $76.3K
|
61.4K
$1.55M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3.69K+ 1.19% |
$62.9K - $67K
|
314K
$7.94M
|
|
|
Feb 11, 2022
Q4 2021
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
3.3K+ 16.45% |
$56.3K - $59.9K
|
23.4K
$591K
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
3.1K+ 21.68% |
$52.9K - $56.4K
|
17.4K
$441K
|
|
|
Feb 11, 2022
Q4 2021
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
2.8K+ 18.67% |
$47.7K - $50.8K
|
17.8K
$451K
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.49K+ 5.88% |
$42.4K - $45.1K
|
44.8K
$1.13M
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
2.37K+ 15.89% |
$40.4K - $43K
|
17.3K
$437K
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.03K+ 13.37% |
$34.5K - $36.8K
|
17.2K
$435K
|
|
|
Jan 19, 2022
Q4 2021
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1K+ 38.83% |
$17.1K - $18.2K
|
3.58K
$90.5K
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
973+ 6.77% |
$16.6K - $17.7K
|
15.3K
$388K
|
|
|
Jan 26, 2022
Q4 2021
|
Terra Nova Asset Management LLC
|
BUY
|
- |
580+ 1.05% |
$9.89K - $10.5K
|
55.7K
$1.41M
|
|
|
Feb 15, 2022
Q4 2021
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
366New |
$6.24K - $6.65K
|
366
$9.26K
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
200New |
$3.41K - $3.63K
|
200
$5.06K
|
|
|
Feb 11, 2022
Q4 2021
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
112+ 0.18% |
$1.91K - $2.03K
|
61.7K
$1.56M
|
|
|
Jan 18, 2022
Q4 2021
|
Selective Wealth Management, Inc.
|
BUY
|
- |
65New |
$1.11K - $1.18K
|
65
$1.65K
|