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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2025
Q4 2024
|
New Harbor Financial Group, LLC
Leominster, MA |
BUY
|
- |
460KNew |
$11.4M - $12.4M
|
460K
$16.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1New |
$24.7 - $26.9
|
1
$35
|
|
| Q3 2024 | |||||||
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
1.1KNew |
$24.8K - $28.4K
|
1.1K
$38.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
1.1KNew |
$24.8K - $28.4K
|
1.1K
$38.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
12.4KNew |
$278K - $319K
|
12.4K
$432K
|
|
|
Nov 12, 2024
Q3 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
543New |
$12.2K - $14K
|
543
$19K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-334- 3.12% |
$7.52K - $8.63K
|
10.4K
$362K
|
|
|
Nov 05, 2024
Q3 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
2.9KNew |
$65.2K - $74.8K
|
2.9K
$101K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-2K- 16.31% |
$45K - $51.7K
|
10.3K
$359K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-4.16K- 1.63% |
$93.6K - $107K
|
252K
$8.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
31.5K+ 10.54% |
$708K - $813K
|
330K
$11.5M
|
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
8.24KNew |
$185K - $213K
|
8.24K
$288K
|
|
|
Oct 15, 2024
Q3 2024
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-5K- 11.9% |
$113K - $129K
|
37K
$1.29M
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
1.96KNew |
$44K - $50.5K
|
1.96K
$68.4K
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-5.43K- 7.76% |
$122K - $140K
|
64.5K
$2.26M
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Crawford Fund Management, LLC
Boston, MA |
SELL
|
- |
-13K- 24.57% |
$282K - $305K
|
39.9K
$1.4M
|
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
51.2KNew |
$1.11M - $1.2M
|
51.2K
$1.79M
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-57K- 98.65% |
$1.24M - $1.34M
|
781
$27.3K
|
|
|
Aug 06, 2024
Q2 2024
|
Chartist Inc
Seal Beach, CA |
BUY
|
- |
6.25KNew |
$136K - $147K
|
6.25K
$218K
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
1.38KNew |
$29.8K - $32.3K
|
1.38K
$48.1K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4.62K+ 262.56% |
$100K - $108K
|
6.38K
$223K
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
SELL
|
- |
-8.21K- 47.15% |
$178K - $193K
|
9.2K
$322K
|
|
|
Jul 17, 2024
Q2 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
410KNew |
$8.9M - $9.62M
|
410K
$14.3M
|
|
|
Jul 10, 2024
Q2 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
749New |
$16.3K - $17.6K
|
749
$26.2K
|
|
| Q1 2024 | |||||||
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
5KNew |
$96.3K - $107K
|
5K
$175K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
14.2K+ 43.24% |
$273K - $305K
|
47K
$1.64M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-3K- 0.44% |
$57.8K - $64.5K
|
683K
$23.9M
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-889- 49.39% |
$17.1K - $19.1K
|
911
$31.9K
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
87.9KNew |
$1.69M - $1.89M
|
87.9K
$3.07M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-5.43K- 14.08% |
$105K - $117K
|
33.1K
$1.16M
|
|
|
Apr 30, 2024
Q1 2024
|
Starfox Financial Services, LLC
The Woodlands, TX |
BUY
|
- |
8.4K+ 2.08% |
$162K - $180K
|
412K
$14.4M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1.24K- 20.4% |
$23.9K - $26.6K
|
4.84K
$169K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
- |
100New |
$1.93K - $2.15K
|
100
$3.5K
|
|
| Q4 2023 | |||||||
|
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
$942K
|
|
|
Feb 14, 2024
Q4 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-958- 52.7% |
$16.9K - $19.3K
|
860
$30.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-64.4K- 73.93% |
$1.13M - $1.29M
|
22.7K
$795K
|
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
378New |
$6.66K - $7.6K
|
378
$13.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
2.31K+ 1.83% |
$40.6K - $46.4K
|
129K
$4.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-355- 2.28% |
$6.25K - $7.14K
|
15.2K
$532K
|
|
|
Feb 06, 2024
Q4 2023
|
James Investment Research Inc
|
BUY
|
- |
20.6KNew |
$362K - $414K
|
20.6K
$720K
|
|
|
Jan 29, 2024
Q4 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
2K+ 1.63% |
$35.2K - $40.2K
|
125K
$4.37M
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
PUT |
100New |
$1.76K - $2.01K
|
100
$3.5K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-71- 0.14% |
$1.25K - $1.43K
|
49.8K
$1.74M
|
|
| Q3 2023 | |||||||
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
100New |
$1.79K - $1.92K
|
100
$3.5K
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
1.27KNew |
$22.6K - $24.3K
|
1.27K
$44.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Destiny Capital Securities Corporation
Golden, CO |
BUY
|
- |
11.1KNew |
$198K - $212K
|
11.1K
$387K
|
|
|
Nov 08, 2023
Q3 2023
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
1.71K+ 9.49% |
$30.6K - $32.7K
|
19.7K
$689K
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
18.3K+ 139.23% |
$327K - $350K
|
31.4K
$1.1M
|
|
|
Nov 03, 2023
Q3 2023
|
New Square Capital LLC
|
SELL
|
- |
-58.6K- 62.67% |
$1.05M - $1.12M
|
34.9K
$1.22M
|
|