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 |
|---|---|---|---|---|---|---|---|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
1.96KNew |
$44K - $50.5K
|
1.96K
$50.1K
|
|
|
Oct 09, 2024
Q3 2024
|
Guild Investment Management, Inc.
|
BUY
|
- |
9.7K+ 7.22% |
$218K - $251K
|
144K
$3.69M
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-5.43K- 7.76% |
$122K - $140K
|
64.5K
$1.65M
|
|
|
Oct 08, 2024
Q3 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-70.5K- 1.58% |
$1.59M - $1.82M
|
4.39M
$113M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-27.8K- 67.32% |
$625K - $718K
|
13.5K
$346K
|
|
|
Oct 07, 2024
Q3 2024
|
Security National Bank
|
BUY
|
- |
1.05K+ 2.13% |
$23.6K - $27K
|
50.3K
$1.29M
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
575New |
$12.5K - $13.5K
|
575
$14.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Crawford Fund Management, LLC
Boston, MA |
SELL
|
- |
-13K- 24.57% |
$282K - $305K
|
39.9K
$1.02M
|
|
|
Aug 14, 2024
Q2 2024
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
13.4KNew |
$291K - $315K
|
13.4K
$344K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
1.7KNew |
$36.9K - $39.9K
|
1.7K
$43.6K
|
|
|
Aug 13, 2024
Q2 2024
|
Shufro Rose & CO LLC
|
SELL
|
- |
-1.53K- 6.2% |
$33.3K - $36K
|
23.2K
$594K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
15.3KNew |
$332K - $359K
|
15.3K
$392K
|
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
51.2KNew |
$1.11M - $1.2M
|
51.2K
$1.31M
|
|
|
Aug 08, 2024
Q2 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
18K+ 56.6% |
$390K - $421K
|
49.7K
$1.27M
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-57K- 98.65% |
$1.24M - $1.34M
|
781
$20K
|
|
|
Aug 06, 2024
Q2 2024
|
Chartist Inc
Seal Beach, CA |
BUY
|
- |
6.25KNew |
$136K - $147K
|
6.25K
$160K
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
1.38KNew |
$29.8K - $32.3K
|
1.38K
$35.2K
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
626+ 6.12% |
$13.6K - $14.7K
|
10.9K
$278K
|
|
|
Jul 30, 2024
Q2 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
36.1KNew |
$784K - $847K
|
36.1K
$925K
|
|
|
Jul 30, 2024
Q2 2024
|
Wespac Advisors, LLC
|
SELL
|
- |
-6.18K- 11.71% |
$134K - $145K
|
46.6K
$1.19M
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4.62K+ 262.56% |
$100K - $108K
|
6.38K
$163K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
21+ 0.72% |
$456 - $493
|
2.94K
$75.4K
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
SELL
|
- |
-8.21K- 47.15% |
$178K - $193K
|
9.2K
$236K
|
|
|
Jul 17, 2024
Q2 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
410KNew |
$8.9M - $9.62M
|
410K
$10.5M
|
|
|
Jul 17, 2024
Q2 2024
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-11.1K- 20.59% |
$241K - $260K
|
42.8K
$1.1M
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.58KNew |
$34.3K - $37K
|
1.58K
$40.5K
|
|
|
Jul 10, 2024
Q2 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
749New |
$16.3K - $17.6K
|
749
$19.2K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-115- 1.51% |
$2.5K - $2.7K
|
7.49K
$192K
|
|
| Q1 2024 | |||||||
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
5KNew |
$96.3K - $107K
|
5K
$128K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
14.2K+ 43.24% |
$273K - $305K
|
47K
$1.2M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-3K- 0.44% |
$57.8K - $64.5K
|
683K
$17.5M
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-889- 49.39% |
$17.1K - $19.1K
|
911
$23.3K
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
87.9KNew |
$1.69M - $1.89M
|
87.9K
$2.25M
|
|
|
May 08, 2024
Q1 2024
|
Ieq Capital, LLC
|
BUY
|
- |
20.5KNew |
$394K - $439K
|
20.5K
$524K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
19.4KNew |
$373K - $416K
|
19.4K
$497K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-5.43K- 14.08% |
$105K - $117K
|
33.1K
$849K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
195New |
$3.76K - $4.19K
|
195
$5K
|
|
|
Apr 30, 2024
Q1 2024
|
Starfox Financial Services, LLC
The Woodlands, TX |
BUY
|
- |
8.4K+ 2.08% |
$162K - $180K
|
412K
$10.6M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1.24K- 20.4% |
$23.9K - $26.6K
|
4.84K
$124K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
- |
100New |
$1.93K - $2.15K
|
100
$2.56K
|
|
| Q4 2023 | |||||||
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1New |
$17.6 - $20.1
|
1
$25.6
|
|
|
Jul 22, 2024
Q4 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-116KClosed |
$2.04M - $2.33M
|
0
$0
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
26.9KNew |
$474K - $541K
|
26.9K
$690K
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
42K+ 206.9% |
$740K - $844K
|
62.3K
$1.6M
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
291New |
$5.12K - $5.85K
|
291
$7.46K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-64.4K- 73.93% |
$1.13M - $1.29M
|
22.7K
$582K
|
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
378New |
$6.66K - $7.6K
|
378
$9.68K
|
|
|
Feb 14, 2024
Q4 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-958- 52.7% |
$16.9K - $19.3K
|
860
$22K
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-186- 78.81% |
$3.28K - $3.74K
|
50
$1.28K
|
|
|
Feb 09, 2024
Q4 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
2.31K+ 1.83% |
$40.6K - $46.4K
|
129K
$3.3M
|
|