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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
23.8K+ 12.32% |
$682K - $787K
|
217K
$6.97M
|
|
|
Jul 17, 2025
Q2 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
14.6K+ 133.25% |
$417K - $482K
|
25.5K
$819K
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.57K+ 6.88% |
$45.1K - $52K
|
24.4K
$785K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
7.41K+ 57.85% |
$212K - $245K
|
20.2K
$649K
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
8.87K+ 11.65% |
$254K - $293K
|
85K
$2.73M
|
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
4.61K+ 1584.19% |
$132K - $153K
|
4.9K
$158K
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
13.9K+ 116.28% |
$399K - $460K
|
25.8K
$831K
|
|
|
Jul 15, 2025
Q2 2025
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
77+ 0.4% |
$2.21K - $2.55K
|
19.5K
$627K
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-449- 1.33% |
$12.9K - $14.9K
|
33.4K
$1.07M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6.34K+ 90.21% |
$182K - $210K
|
13.4K
$430K
|
|
|
Jul 15, 2025
Q2 2025
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-19.9K- 23.38% |
$570K - $658K
|
65.2K
$2.09M
|
|
|
Jul 14, 2025
Q2 2025
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
1.11K+ 11.48% |
$31.8K - $36.7K
|
10.8K
$346K
|
|
|
Jul 14, 2025
Q2 2025
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-1K- 2.34% |
$28.7K - $33.1K
|
41.8K
$1.34M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-318- 20.14% |
$9.12K - $10.5K
|
1.26K
$40.5K
|
|
|
Jul 14, 2025
Q2 2025
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
30New |
$860 - $993
|
30
$964
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-9.41K- 2.43% |
$270K - $311K
|
377K
$12.1M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
118K+ 171.43% |
$3.39M - $3.91M
|
187K
$6.01M
|
|
|
Jul 10, 2025
Q2 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
246+ 0.68% |
$7.06K - $8.14K
|
36.5K
$1.17M
|
|
|
Jul 10, 2025
Q2 2025
|
Security National Bank
|
BUY
|
- |
175K+ 348.25% |
$5.02M - $5.8M
|
226K
$7.25M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-10.6K- 1.48% |
$303K - $349K
|
703K
$22.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
21.9KNew |
$629K - $726K
|
21.9K
$705K
|
|
|
Jul 09, 2025
Q2 2025
|
Veracity Capital LLC
|
BUY
|
- |
173+ 1.93% |
$4.96K - $5.72K
|
9.13K
$293K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-171- 1.69% |
$4.9K - $5.66K
|
9.95K
$320K
|
|
|
Jul 07, 2025
Q2 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-376- 2.47% |
$10.8K - $12.4K
|
14.9K
$478K
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
BUY
|
- |
39.3K+ 178.57% |
$1.13M - $1.3M
|
61.2K
$1.97M
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
7.74K+ 19.47% |
$222K - $256K
|
47.5K
$1.53M
|
|
| Q1 2025 | |||||||
|
Jun 02, 2025
Q1 2025
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
10.9KNew |
$278K - $329K
|
10.9K
$351K
|
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
1.25K+ 0.2% |
$31.7K - $37.6K
|
629K
$20.2M
|
|
|
May 28, 2025
Q1 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
6.76KNew |
$172K - $204K
|
6.76K
$217K
|
|
|
May 16, 2025
Q1 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
12.4K+ 13.04% |
$315K - $374K
|
107K
$3.45M
|
|
|
May 16, 2025
Q1 2025
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
1.88K+ 7.55% |
$47.8K - $56.8K
|
26.8K
$863K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-2.21K- 21.49% |
$56.2K - $66.7K
|
8.08K
$260K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-24.9K- 25.82% |
$631K - $749K
|
71.4K
$2.3M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
15.4K+ 12.14% |
$392K - $465K
|
143K
$4.58M
|
|
|
May 15, 2025
Q1 2025
|
Van Eck Associates Corp
|
BUY
|
- |
13K+ 1.49% |
$330K - $391K
|
884K
$28.4M
|
|
|
May 15, 2025
Q1 2025
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
11.1KNew |
$281K - $334K
|
11.1K
$356K
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-20.8K- 18.95% |
$528K - $626K
|
88.8K
$2.86M
|
|
|
May 15, 2025
Q1 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
7.52KNew |
$191K - $227K
|
7.52K
$242K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
488+ 109.66% |
$12.4K - $14.7K
|
933
$30K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
PUT |
5KNew |
$127K - $151K
|
5K
$161K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.51K+ 22.22% |
$89.1K - $106K
|
19.3K
$620K
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
200+ 2.42% |
$5.08K - $6.03K
|
8.48K
$272K
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-3.2K- 22.21% |
$81.3K - $96.4K
|
11.2K
$360K
|
|
|
May 15, 2025
Q1 2025
|
Merk Investments LLC
Menlo Park, CA |
SELL
|
- |
-6.97K- 35.26% |
$177K - $210K
|
12.8K
$411K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
65New |
$1.65K - $1.96K
|
65
$2.09K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
6.56K+ 1.76% |
$167K - $198K
|
379K
$12.2M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.84K- 2.93% |
$46.9K - $55.6K
|
61K
$1.96M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
PUT |
-3.1K- 70.45% |
$78.8K - $93.4K
|
1.3K
$41.8K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-37K- 66.91% |
$940K - $1.12M
|
18.3K
$588K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
291+ 0.47% |
$7.39K - $8.77K
|
62.6K
$2.01M
|
|