Purchases and Sales Made in Q4 2024 in Van Eck Merk Gold Trust (OUNZ)
This table provides information about the institutional ownership of Van Eck Merk Gold Trust (OUNZ) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
570KNew |
$14.1M - $15.3M
|
570K
$16.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
460KNew |
$11.4M - $12.4M
|
460K
$13M
|
|
|
Jan 17, 2025
Q4 2024
|
New Harbor Financial Group, LLC
Leominster, MA |
BUY
|
- |
460KNew |
$11.4M - $12.4M
|
460K
$13M
|
|
|
Feb 11, 2025
Q4 2024
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
372KNew |
$9.2M - $10M
|
372K
$10.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
355K+ 2430.0% |
$8.77M - $9.54M
|
369K
$10.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
246K+ 2477.4% |
$6.07M - $6.61M
|
256K
$7.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
201KNew |
$4.98M - $5.42M
|
201K
$5.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
193K+ 43.11% |
$4.77M - $5.2M
|
641K
$18.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
160KNew |
$3.94M - $4.29M
|
160K
$4.52M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
139KNew |
$3.43M - $3.73M
|
139K
$3.93M
|
|
|
Feb 10, 2025
Q4 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
120K+ 987.23% |
$2.98M - $3.24M
|
133K
$3.76M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
112K+ 731.46% |
$2.77M - $3.01M
|
127K
$3.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
100K+ 36.3% |
$2.48M - $2.7M
|
377K
$10.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
68.8KNew |
$1.7M - $1.85M
|
68.8K
$1.95M
|
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
BUY
|
- |
64.6K+ 8.01% |
$1.6M - $1.74M
|
871K
$24.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
62.8K+ 133.93% |
$1.55M - $1.69M
|
110K
$3.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
60.1K+ 7.8% |
$1.48M - $1.62M
|
830K
$23.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
56.6K+ 3.81% |
$1.4M - $1.52M
|
1.54M
$43.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
54.4K+ 3.5% |
$1.35M - $1.46M
|
1.61M
$45.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
53.7K+ 23.85% |
$1.33M - $1.44M
|
279K
$7.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
48.9K+ 68.85% |
$1.21M - $1.31M
|
120K
$3.39M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
32.7K+ 144.39% |
$808K - $879K
|
55.3K
$1.57M
|
|
|
Jan 21, 2025
Q4 2024
|
Euro Pacific Asset Management, LLC
Dorado, PR |
BUY
|
- |
31.9K+ 7.7% |
$790K - $859K
|
447K
$12.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
28.1KNew |
$696K - $757K
|
28.1K
$797K
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
27.2K+ 4.61% |
$672K - $731K
|
616K
$17.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
23K+ 6.38% |
$569K - $619K
|
384K
$10.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
20.4K+ 151.21% |
$504K - $549K
|
33.9K
$959K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
20.2K+ 43.42% |
$498K - $542K
|
66.6K
$1.89M
|
|
|
Jan 16, 2025
Q4 2024
|
Smart Money Group LLC
|
BUY
|
- |
20K+ 15.04% |
$494K - $538K
|
153K
$4.33M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
19.6KNew |
$485K - $528K
|
19.6K
$556K
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
19KNew |
$470K - $512K
|
19K
$539K
|
|
|
Feb 13, 2025
Q4 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
14.6K+ 18.14% |
$361K - $393K
|
95K
$2.69M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
14.3K+ 46.71% |
$354K - $385K
|
44.9K
$1.27M
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
13.4K+ 115.37% |
$331K - $361K
|
25K
$709K
|
|
|
Jan 23, 2025
Q4 2024
|
M Wealth Management, LLC
San Diego, CA |
BUY
|
- |
13.2KNew |
$325K - $354K
|
13.2K
$372K
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
11.9K+ 33.02% |
$295K - $321K
|
48K
$1.36M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
11.7KNew |
$288K - $314K
|
11.7K
$330K
|
|
|
Jan 22, 2025
Q4 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
10K+ 4.66% |
$248K - $270K
|
226K
$6.39M
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
9KNew |
$222K - $242K
|
9K
$255K
|
|
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
8.5KNew |
$210K - $229K
|
8.5K
$241K
|
|
|
Feb 04, 2025
Q4 2024
|
Sprott Inc.
Toronto, A6 |
BUY
|
- |
6.05K+ 43.56% |
$149K - $163K
|
19.9K
$564K
|
|
|
Feb 11, 2025
Q4 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
5.66K+ 2.97% |
$140K - $152K
|
196K
$5.56M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
5.53K+ 20.82% |
$137K - $149K
|
32.1K
$909K
|
|
|
Feb 14, 2025
Q4 2024
|
Merk Investments LLC
Menlo Park, CA |
BUY
|
- |
5.37K+ 37.32% |
$133K - $144K
|
19.8K
$560K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
5.37K+ 16.42% |
$133K - $144K
|
38.1K
$1.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.77K+ 8.2% |
$118K - $128K
|
62.9K
$1.78M
|
|
|
Feb 07, 2025
Q4 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
4.17K+ 8.3% |
$103K - $112K
|
54.4K
$1.54M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
3.91K+ 2.08% |
$96.7K - $105K
|
192K
$5.43M
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
3.59K+ 1.5% |
$88.7K - $96.6K
|
242K
$6.87M
|
|
|
Feb 18, 2025
Q4 2024
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
3.4K+ 33.91% |
$83.9K - $91.4K
|
13.4K
$380K
|