Latest Institutional Transactions on Van Eck Merk Gold Trust (OUNZ)
This table provides information on the latest institutional transactions involving Van Eck Merk Gold Trust (OUNZ) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-241K- 94.28% |
$5.96M - $6.48M
|
14.6K
$394K
|
|
|
Jan 30, 2025
Q4 2024
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-801- 3.26% |
$19.8K - $21.5K
|
23.7K
$641K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
19.6KNew |
$485K - $528K
|
19.6K
$530K
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
2.14K+ 1.45% |
$52.9K - $57.6K
|
149K
$4.03M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
1.64KNew |
$40.5K - $44.1K
|
1.64K
$44.2K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
62.8K+ 133.93% |
$1.55M - $1.69M
|
110K
$2.96M
|
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
BUY
|
- |
64.6K+ 8.01% |
$1.6M - $1.74M
|
871K
$23.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
9KNew |
$222K - $242K
|
9K
$243K
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-14- 0.03% |
$346 - $377
|
41.6K
$1.12M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-5.3K- 43.47% |
$131K - $143K
|
6.9K
$186K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
100K+ 36.3% |
$2.48M - $2.7M
|
377K
$10.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
3.59K+ 1.5% |
$88.7K - $96.6K
|
242K
$6.54M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-6.23K- 6.29% |
$154K - $167K
|
92.8K
$2.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
1.44K+ 5.0% |
$35.6K - $38.7K
|
30.2K
$816K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
20.4K+ 151.21% |
$504K - $549K
|
33.9K
$914K
|
|
|
Jan 23, 2025
Q4 2024
|
M Wealth Management, LLC
San Diego, CA |
BUY
|
- |
13.2KNew |
$325K - $354K
|
13.2K
$355K
|
|
|
Jan 22, 2025
Q4 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
10K+ 4.66% |
$248K - $270K
|
226K
$6.09M
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
1.96K+ 6.2% |
$48.5K - $52.7K
|
33.6K
$905K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
5.53K+ 20.82% |
$137K - $149K
|
32.1K
$866K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-10.4K- 99.9% |
$257K - $280K
|
10
$270
|
|
|
Jan 21, 2025
Q4 2024
|
Euro Pacific Asset Management, LLC
Dorado, PR |
BUY
|
- |
31.9K+ 7.7% |
$790K - $859K
|
447K
$12.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-1.47K- 1.8% |
$36.3K - $39.5K
|
80.1K
$2.16M
|
|
|
Jan 17, 2025
Q4 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
460KNew |
$11.4M - $12.4M
|
460K
$12.4M
|
|
|
Jan 17, 2025
Q4 2024
|
New Harbor Financial Group, LLC
Leominster, MA |
BUY
|
- |
460KNew |
$11.4M - $12.4M
|
460K
$12.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
11.9K+ 33.02% |
$295K - $321K
|
48K
$1.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Smart Money Group LLC
|
BUY
|
- |
20K+ 15.04% |
$494K - $538K
|
153K
$4.13M
|
|
|
Jan 16, 2025
Q4 2024
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-6.82K- 7.67% |
$169K - $183K
|
82.1K
$2.22M
|
|
|
Jan 15, 2025
Q4 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
384+ 2.59% |
$9.49K - $10.3K
|
15.2K
$410K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
278+ 2.5% |
$6.87K - $7.48K
|
11.4K
$308K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
53.7K+ 23.85% |
$1.33M - $1.44M
|
279K
$7.52M
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
BUY
|
- |
1.9K+ 8.58% |
$46.9K - $51.1K
|
24K
$648K
|
|
|
Jan 14, 2025
Q4 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-127K- 2.89% |
$3.14M - $3.42M
|
4.27M
$115M
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1New |
$24.7 - $26.9
|
1
$27
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
19KNew |
$470K - $512K
|
19K
$513K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.26K+ 0.17% |
$31K - $33.8K
|
758K
$20.4M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-2.7K- 17.07% |
$66.8K - $72.7K
|
13.1K
$354K
|
|
| Q3 2024 | |||||||
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
46.7K+ 14.87% |
$1.05M - $1.21M
|
361K
$9.73M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.27K+ 9.69% |
$28.7K - $32.9K
|
14.4K
$389K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
1.1KNew |
$24.8K - $28.4K
|
1.1K
$29.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
20.6K+ 3.61% |
$463K - $531K
|
589K
$15.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-5.38K- 33.02% |
$121K - $139K
|
10.9K
$295K
|
|
|
Nov 14, 2024
Q3 2024
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
373+ 1.41% |
$8.4K - $9.63K
|
26.8K
$724K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-246- 1.53% |
$5.54K - $6.35K
|
15.8K
$427K
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-2K- 19.46% |
$45K - $51.7K
|
8.28K
$223K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
6.12K+ 1.77% |
$138K - $158K
|
352K
$9.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.44K+ 74.66% |
$77.5K - $88.9K
|
8.05K
$217K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-59.1K- 30.34% |
$1.33M - $1.53M
|
136K
$3.66M
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-715- 3.82% |
$16.1K - $18.5K
|
18K
$486K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-3.16K- 8.8% |
$71K - $81.5K
|
32.7K
$882K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
769+ 769.0% |
$17.3K - $19.9K
|
869
$23.4K
|
|