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 |
---|---|---|---|---|---|---|---|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
47.6K+ 2.96% |
$1.21M - $1.43M
|
1.66M
$53.2M
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-479- 0.18% |
$12.2K - $14.4K
|
259K
$8.34M
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
154+ 107.69% |
$3.91K - $4.64K
|
297
$9.55K
|
|
May 05, 2025
Q1 2025
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
150+ 1.2% |
$3.81K - $4.52K
|
12.7K
$407K
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
434+ 87.68% |
$11K - $13.1K
|
929
$29.9K
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
335+ 1.0% |
$8.51K - $10.1K
|
33.9K
$1.09M
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
6.78KNew |
$172K - $204K
|
6.78K
$218K
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
1.25K+ 16.64% |
$31.7K - $37.6K
|
8.74K
$281K
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
10.6K+ 24.44% |
$270K - $320K
|
54.1K
$1.74M
|
|
Apr 30, 2025
Q1 2025
|
Wespac Advisors, LLC
|
SELL
|
- |
-500- 1.07% |
$12.7K - $15.1K
|
46.1K
$1.48M
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3.6K- 3.88% |
$91.4K - $108K
|
89.2K
$2.87M
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-904- 16.57% |
$23K - $27.2K
|
4.55K
$146K
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-8.28K- 1.0% |
$210K - $250K
|
822K
$26.4M
|
|
Apr 29, 2025
Q1 2025
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-8.37K- 2.37% |
$213K - $252K
|
344K
$11.1M
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-436- 1.03% |
$11.1K - $13.1K
|
41.9K
$1.35M
|
|
Apr 28, 2025
Q1 2025
|
Smart Money Group LLC
|
BUY
|
- |
54.3K+ 35.49% |
$1.38M - $1.64M
|
207K
$6.66M
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-948- 6.49% |
$24.1K - $28.6K
|
13.7K
$439K
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
793New |
$20.2K - $23.9K
|
793
$25.5K
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
500+ 4.39% |
$12.7K - $15.1K
|
11.9K
$382K
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-32.7K- 11.71% |
$830K - $984K
|
246K
$7.91M
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-992- 0.41% |
$25.2K - $29.9K
|
241K
$7.76M
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
7.6KNew |
$193K - $229K
|
7.6K
$244K
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-7.45K- 50.0% |
$189K - $224K
|
7.45K
$239K
|
|
Apr 23, 2025
Q1 2025
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
14.6K+ 17.82% |
$372K - $441K
|
96.8K
$3.11M
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
8.08KNew |
$205K - $243K
|
8.08K
$260K
|
|
Apr 22, 2025
Q1 2025
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
5.29K+ 3.99% |
$134K - $159K
|
138K
$4.43M
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
689New |
$17.5K - $20.8K
|
689
$22.1K
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
7.74K+ 6.46% |
$197K - $233K
|
128K
$4.1M
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
7+ 0.02% |
$178 - $211
|
41.6K
$1.34M
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
17.4K+ 88.78% |
$443K - $525K
|
37.1K
$1.19M
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.68K+ 3.17% |
$144K - $171K
|
185K
$5.95M
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
7.48KNew |
$190K - $225K
|
7.48K
$240K
|
|
Apr 18, 2025
Q1 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
BUY
|
- |
200KNew |
$5.08M - $6.03M
|
200K
$6.43M
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
24.1KNew |
$613K - $727K
|
24.1K
$775K
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
6.93KNew |
$176K - $209K
|
6.93K
$223K
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-13- 0.15% |
$330 - $392
|
8.49K
$273K
|
|
Apr 17, 2025
Q1 2025
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
2.05K+ 0.88% |
$52K - $61.6K
|
235K
$7.54M
|
|
Apr 17, 2025
Q1 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-103K- 2.42% |
$2.63M - $3.12M
|
4.16M
$134M
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
2KNew |
$50.8K - $60.3K
|
2K
$64.3K
|
|
Apr 15, 2025
Q1 2025
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
50.1K+ 22.19% |
$1.27M - $1.51M
|
276K
$8.86M
|
|
Apr 11, 2025
Q1 2025
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
7.9KNew |
$201K - $238K
|
7.9K
$254K
|
|
Apr 11, 2025
Q1 2025
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
BUY
|
- |
10KNew |
$254K - $301K
|
10K
$321K
|
|
Apr 11, 2025
Q1 2025
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
57+ 0.11% |
$1.45K - $1.72K
|
50.8K
$1.63M
|
|
Q4 2024 | |||||||
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-172K- 40.74% |
$4.26M - $4.64M
|
251K
$8.06M
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-8.58K- 22.55% |
$212K - $231K
|
29.5K
$947K
|
|
Feb 18, 2025
Q4 2024
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
3.4K+ 33.91% |
$83.9K - $91.4K
|
13.4K
$431K
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
3.33KNew |
$82.2K - $89.5K
|
3.33K
$107K
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
BUY
|
- |
804+ 3.9% |
$19.9K - $21.6K
|
21.4K
$688K
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-778- 89.53% |
$19.2K - $20.9K
|
91
$2.92K
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
13.4K+ 115.37% |
$331K - $361K
|
25K
$805K
|