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 |
|---|---|---|---|---|---|---|---|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
20.9K+ 4.89% |
$470K - $540K
|
448K
$11.8M
|
|
|
Nov 05, 2024
Q3 2024
|
Smart Money Group LLC
|
BUY
|
- |
4.83K+ 3.77% |
$109K - $125K
|
133K
$3.51M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
4KNew |
$90K - $103K
|
4K
$106K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.33K- 22.25% |
$29.9K - $34.3K
|
4.64K
$122K
|
|
|
Nov 04, 2024
Q3 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
37.6K+ 298.43% |
$847K - $972K
|
50.3K
$1.33M
|
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
500+ 1.61% |
$11.3K - $12.9K
|
31.6K
$834K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
91New |
$2.05K - $2.35K
|
91
$2.4K
|
|
|
Nov 01, 2024
Q3 2024
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
980+ 8.88% |
$22.1K - $25.3K
|
12K
$317K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
509+ 1.15% |
$11.5K - $13.1K
|
44.6K
$1.18M
|
|
|
Oct 31, 2024
Q3 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
57.2K+ 179.73% |
$1.29M - $1.48M
|
89K
$2.35M
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-1.65K- 3.81% |
$37.1K - $42.6K
|
41.6K
$1.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-14K- 5.56% |
$316K - $363K
|
239K
$6.3M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-10.2K- 4.32% |
$229K - $263K
|
225K
$5.94M
|
|
|
Oct 30, 2024
Q3 2024
|
Belvedere Trading LLC
|
BUY
|
PUT |
1KNew |
$22.5K - $25.8K
|
1K
$26.4K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
1.23K+ 0.84% |
$27.7K - $31.8K
|
147K
$3.88M
|
|
|
Oct 29, 2024
Q3 2024
|
Van Eck Associates Corp
|
SELL
|
- |
-79.5K- 8.98% |
$1.79M - $2.05M
|
806K
$21.3M
|
|
|
Oct 29, 2024
Q3 2024
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
40.2K+ 20.87% |
$904K - $1.04M
|
233K
$6.14M
|
|
|
Oct 28, 2024
Q3 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
12.2KNew |
$275K - $315K
|
12.2K
$322K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.57K+ 1.47% |
$57.8K - $66.3K
|
177K
$4.67M
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
46.9KNew |
$1.05M - $1.21M
|
46.9K
$1.24M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
139+ 3.48% |
$3.13K - $3.59K
|
4.14K
$109K
|
|
|
Oct 28, 2024
Q3 2024
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
495+ 0.99% |
$11.1K - $12.8K
|
50.7K
$1.34M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
25.5K+ 121.49% |
$573K - $658K
|
46.4K
$1.23M
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-150- 0.39% |
$3.38K - $3.87K
|
38K
$1M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
9.09K+ 1.22% |
$205K - $235K
|
756K
$20M
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
92.9K+ 50.67% |
$2.09M - $2.4M
|
276K
$7.29M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-2K- 16.31% |
$45K - $51.7K
|
10.3K
$271K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
SELL
|
- |
-3.5K- 18.39% |
$78.8K - $90.4K
|
15.5K
$410K
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-9.27K- 10.21% |
$209K - $239K
|
81.6K
$2.15M
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
12.5K+ 88.2% |
$280K - $322K
|
26.6K
$701K
|
|
|
Oct 21, 2024
Q3 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
10.3K+ 4.99% |
$231K - $265K
|
216K
$5.69M
|
|
|
Oct 18, 2024
Q3 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
1.41K+ 10.54% |
$31.8K - $36.5K
|
14.8K
$391K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
31.5K+ 10.54% |
$708K - $813K
|
330K
$8.71M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-4.16K- 1.63% |
$93.6K - $107K
|
252K
$6.64M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
157+ 0.09% |
$3.53K - $4.06K
|
179K
$4.72M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.8K+ 3.99% |
$85.5K - $98.2K
|
99K
$2.61M
|
|
|
Oct 17, 2024
Q3 2024
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
3.86K+ 15.46% |
$86.8K - $99.6K
|
28.8K
$760K
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1.59K+ 32.71% |
$35.7K - $40.9K
|
6.43K
$170K
|
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
8.24KNew |
$185K - $213K
|
8.24K
$217K
|
|
|
Oct 15, 2024
Q3 2024
|
Rda Financial Network
|
BUY
|
- |
6.26K+ 39.51% |
$141K - $162K
|
22.1K
$584K
|
|
|
Oct 15, 2024
Q3 2024
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-5K- 11.9% |
$113K - $129K
|
37K
$976K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
10.2K+ 181.66% |
$230K - $264K
|
15.8K
$418K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
392+ 0.68% |
$8.82K - $10.1K
|
58.1K
$1.53M
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
1.96KNew |
$44K - $50.5K
|
1.96K
$51.6K
|
|
|
Oct 09, 2024
Q3 2024
|
Guild Investment Management, Inc.
|
BUY
|
- |
9.7K+ 7.22% |
$218K - $251K
|
144K
$3.8M
|
|
|
Oct 08, 2024
Q3 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-70.5K- 1.58% |
$1.59M - $1.82M
|
4.39M
$116M
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-5.43K- 7.76% |
$122K - $140K
|
64.5K
$1.7M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-27.8K- 67.32% |
$625K - $718K
|
13.5K
$356K
|
|
|
Oct 07, 2024
Q3 2024
|
Security National Bank
|
BUY
|
- |
1.05K+ 2.13% |
$23.6K - $27K
|
50.3K
$1.33M
|
|
| Q2 2024 | |||||||
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.92K+ 15.78% |
$107K - $115K
|
36.1K
$953K
|
|