Modern Wealth Management, LLC Van Eck Merk Gold Trust Transaction History

Modern Wealth Management, LLC

  • $3.78 Billion
  • Q2 2025

A detailed history of Modern Wealth Management, LLC transactions in Van Eck Merk Gold Trust stock. As of the latest transaction made, Modern Wealth Management, LLC holds 602,481 shares of OUNZ stock, worth $19.5 Million. This represents 0.51% of its overall portfolio holdings.

Number of Shares
602,481
Previous 629,455 4.29%
Holding current value
$19.5 Million
Previous $19 Million 1.28%
% of portfolio
0.51%
Previous 0.62%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
SELL
$28.68 - $33.09 $773,614 - $892,569
-26,974 Reduced 4.29%
602,481 $19.2 Million
Q1 2025

May 30, 2025
BUY
$25.41 - $30.14 $31,660 - $37,554
1,246 Added 0.2%
629,455 $19 Million
Q1 2025

May 15, 2025
SELL
$25.41 - $30.14 $330,761 - $392,332
-13,017 Reduced 2.03%
628,209 $18.9 Billion
Q4 2024

May 30, 2025
BUY
$24.72 - $26.9 $2,274 - $2,474
92 Added 0.01%
628,301 $15.9 Million
Q4 2024

May 29, 2025
BUY
$24.72 - $26.9 $2,274 - $2,474
92 Added 0.01%
628,301 $15.9 Million
Q4 2024

Feb 11, 2025
BUY
$24.72 - $26.9 $4.77 Million - $5.2 Million
193,156 Added 43.11%
641,226 $18 Billion
Q3 2024

May 30, 2025
SELL
$22.51 - $25.83 $4.05 Million - $4.64 Million
-179,801 Reduced 28.62%
448,408 $11.4 Million
Q3 2024

May 29, 2025
SELL
$22.51 - $25.83 $4.05 Million - $4.64 Million
-179,801 Reduced 28.62%
448,408 $11.4 Million
Q3 2024

Nov 05, 2024
BUY
$22.51 - $25.83 $470,346 - $539,717
20,895 Added 4.89%
448,070 $11.4 Billion
Q2 2024

May 29, 2025
SELL
$21.7 - $23.46 $4.36 Million - $4.72 Million
-201,034 Reduced 32.0%
427,175 $9.59 Million
Q2 2024

Aug 07, 2024
SELL
$21.7 - $23.46 $293,427 - $317,226
-13,522 Reduced 3.07%
427,175 $9.59 Billion
Q1 2024

May 28, 2025
SELL
$19.26 - $21.48 $3.51 Million - $3.91 Million
-182,224 Reduced 29.01%
445,985 $9.58 Billion
Q1 2024

May 13, 2024
BUY
$19.26 - $21.48 $1.28 Million - $1.43 Million
66,398 Added 17.74%
440,697 $10.1 Billion
Q4 2023

May 28, 2025
SELL
$17.61 - $20.1 $4.43 Million - $5.06 Million
-251,569 Reduced 40.05%
376,640 $7.52 Billion
Q4 2023

Feb 14, 2024
BUY
$17.61 - $20.1 $6.59 Million - $7.52 Million
374,299 New
374,299 $7.47 Billion

Others Institutions Holding OUNZ

# of Institutions
223
Shares Held
26.7M
Call Options Held
73.4K
Put Options Held
5.1K
View Full List

About VanEck Merk Gold Trust

OUNZ Quotes by TradingView
  • Ticker OUNZ
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
  • Shares Outstandng 36,516,806
  • Market Cap $1.18B
More about OUNZ
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