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 |
---|---|---|---|---|---|---|---|
Feb 10, 2023
Q4 2022
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
11.1KNew |
$176K - $196K
|
11.1K
$252K
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
10.2KNew |
$163K - $181K
|
10.2K
$233K
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-836- 7.25% |
$13.3K - $14.8K
|
10.7K
$243K
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
351New |
$5.6K - $6.21K
|
351
$7.99K
|
|
Feb 06, 2023
Q4 2022
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-5.2K- 38.01% |
$82.9K - $92K
|
8.48K
$193K
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
100New |
$1.6K - $1.77K
|
100
$2.28K
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
394New |
$6.28K - $6.97K
|
394
$8.97K
|
|
Jan 19, 2023
Q4 2022
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
12.9KNew |
$206K - $228K
|
12.9K
$294K
|
|
Jan 11, 2023
Q4 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
300+ 21.43% |
$4.79K - $5.31K
|
1.7K
$38.7K
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-22.5K- 61.34% |
$359K - $395K
|
14.2K
$323K
|
|
Nov 09, 2022
Q3 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-6.53K- 0.19% |
$104K - $115K
|
3.48M
$79.1M
|
|
Nov 07, 2022
Q3 2022
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-2.2K- 1.36% |
$35.1K - $38.6K
|
160K
$3.64M
|
|
Nov 01, 2022
Q3 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-6.53K- 0.19% |
$104K - $115K
|
3.48M
$79.1M
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Bancorp
|
BUY
|
- |
4.02KNew |
$64.2K - $70.5K
|
4.02K
$91.6K
|
|
Oct 17, 2022
Q3 2022
|
Procyon Advisors, LLC
|
SELL
|
- |
-6.56K- 22.6% |
$105K - $115K
|
22.4K
$511K
|
|
Q2 2022 | |||||||
Aug 15, 2022
Q2 2022
|
Chartist Inc
Seal Beach, CA |
SELL
|
- |
-6.65KClosed |
$117K - $128K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Cadence Wealth Management LLC
Westborough, MA |
SELL
|
- |
-483KClosed |
$8.46M - $9.28M
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
13.6KNew |
$239K - $262K
|
13.6K
$310K
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
75New |
$1.31K - $1.44K
|
75
$1.71K
|
|
Aug 10, 2022
Q2 2022
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-328Closed |
$5.75K - $6.31K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Imc Chicago, LLC
|
BUY
|
- |
19KNew |
$332K - $364K
|
19K
$431K
|
|
Jul 28, 2022
Q2 2022
|
National Bank Of Canada
|
BUY
|
- |
480New |
$8.41K - $9.23K
|
480
$10.9K
|
|
Jul 22, 2022
Q2 2022
|
Terra Nova Asset Management LLC
|
BUY
|
- |
55.7KNew |
$976K - $1.07M
|
55.7K
$1.27M
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
SELL
|
- |
-3.12KClosed |
$54.7K - $60K
|
0
$0
|
|
Jul 20, 2022
Q2 2022
|
Umb Bank, N.A.
|
BUY
|
- |
15.2K+ 27.81% |
$267K - $293K
|
70K
$1.59M
|
|
Jul 19, 2022
Q2 2022
|
Good Life Advisors, LLC
|
SELL
|
- |
-18.2KClosed |
$319K - $350K
|
0
$0
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
SELL
|
- |
-427Closed |
$7.49K - $8.21K
|
0
$0
|
|
Jul 08, 2022
Q2 2022
|
Stonnington Group, LLC
|
SELL
|
- |
-15.7KClosed |
$275K - $302K
|
0
$0
|
|
Q1 2022 | |||||||
Feb 14, 2024
Q1 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1.9K+ 33.93% |
$33K - $37.9K
|
7.5K
$171K
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
7.5KNew |
$130K - $150K
|
7.5K
$171K
|
|
May 06, 2022
Q1 2022
|
White Pine Investment CO
|
SELL
|
- |
-114KClosed |
$1.98M - $2.27M
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
20New |
$348 - $399
|
20
$455
|
|
Apr 20, 2022
Q1 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-65Closed |
$1.13K - $1.3K
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
150New |
$2.61K - $2.99K
|
150
$3.41K
|
|
Q4 2021 | |||||||
Aug 25, 2023
Q4 2021
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
27.6K+ 81.0% |
$470K - $501K
|
61.6K
$1.4M
|
|
Apr 27, 2022
Q4 2021
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
4.38KNew |
$74.6K - $79.5K
|
4.38K
$99.6K
|
|
Feb 15, 2022
Q4 2021
|
Titus Wealth Management
Larskpur, CA |
SELL
|
- |
-20.7KClosed |
$354K - $377K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-23.9KClosed |
$407K - $434K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
2.8K+ 18.67% |
$47.7K - $50.8K
|
17.8K
$405K
|
|
Feb 11, 2022
Q4 2021
|
Group One Trading, L.P.
Chicago, IL |
SELL
|
- |
-300Closed |
$5.12K - $5.45K
|
0
$0
|
|
Jan 25, 2022
Q4 2021
|
Pds Planning, Inc
|
SELL
|
- |
-1- -0.0% |
$17.1 - $18.2
|
168K
$3.82M
|
|
Jan 19, 2022
Q4 2021
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1K+ 38.83% |
$17.1K - $18.2K
|
3.58K
$81.4K
|
|
Q3 2021 | |||||||
Nov 17, 2021
Q3 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-11.4KClosed |
$191K - $202K
|
0
$0
|
|
Nov 16, 2021
Q3 2021
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-11.5KClosed |
$193K - $205K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-79.6KClosed |
$1.34M - $1.42M
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-11KClosed |
$184K - $196K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Fagan Associates, Inc.
|
SELL
|
- |
-11.8KClosed |
$197K - $209K
|
0
$0
|
|
Nov 04, 2021
Q3 2021
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-544Closed |
$9.13K - $9.69K
|
0
$0
|
|
Nov 02, 2021
Q3 2021
|
Burleson & Company, LLC
|
BUY
|
- |
20New |
$336 - $356
|
20
$455
|
|
Q2 2021 | |||||||
Aug 31, 2021
Q2 2021
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
10.5KNew |
$177K - $196K
|
10.5K
$240K
|