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 |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
188K+ 175.79% |
$3.36M - $3.6M
|
295K
$10.3M
|
|
|
Oct 24, 2023
Q3 2023
|
Adirondack Retirement Specialists, Inc.
|
SELL
|
- |
-259- 1.28% |
$4.63K - $4.96K
|
20K
$698K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.08KNew |
$19.9K - $21.4K
|
1.08K
$37.8K
|
|
|
Aug 03, 2023
Q2 2023
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
10.1K+ 11.8% |
$187K - $200K
|
95.7K
$3.35M
|
|
|
Jul 25, 2023
Q2 2023
|
Ferguson Shapiro LLC
|
BUY
|
- |
230KNew |
$4.25M - $4.57M
|
230K
$8.05M
|
|
|
Jul 13, 2023
Q2 2023
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
836New |
$15.4K - $16.6K
|
836
$29.2K
|
|
|
Jul 11, 2023
Q2 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
6.51KNew |
$120K - $129K
|
6.51K
$228K
|
|
| Q1 2023 | |||||||
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.06KNew |
$18.6K - $20.5K
|
1.06K
$37.1K
|
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
BUY
|
- |
5.84K+ 2.49% |
$102K - $113K
|
240K
$8.39M
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
1.76K+ 17.38% |
$30.9K - $34.1K
|
11.9K
$416K
|
|
|
Apr 11, 2023
Q1 2023
|
Newport Capital Group, LLC
|
BUY
|
- |
15.6KNew |
$274K - $302K
|
15.6K
$546K
|
|
| Q4 2022 | |||||||
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
SELL
|
- |
-143- 0.86% |
$2.26K - $2.53K
|
16.4K
$575K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
2.85KNew |
$45K - $50.5K
|
2.85K
$99.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-1.91K- 6.98% |
$30.1K - $33.7K
|
25.4K
$887K
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
10.8KNew |
$170K - $190K
|
10.8K
$376K
|
|
|
Feb 10, 2023
Q4 2022
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
11.1KNew |
$175K - $196K
|
11.1K
$387K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
351New |
$5.54K - $6.21K
|
351
$12.3K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
100New |
$1.58K - $1.77K
|
100
$3.5K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
394New |
$6.22K - $6.97K
|
394
$13.8K
|
|
|
Jan 11, 2023
Q4 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
300+ 21.43% |
$4.74K - $5.31K
|
1.7K
$59.4K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-22.5K- 61.34% |
$355K - $395K
|
14.2K
$496K
|
|
|
Nov 07, 2022
Q3 2022
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-2.2K- 1.36% |
$34.7K - $38.6K
|
160K
$5.6M
|
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Bancorp
|
BUY
|
- |
4.02KNew |
$63.4K - $70.5K
|
4.02K
$141K
|
|
| Q2 2022 | |||||||
|
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
$477K
|
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
75New |
$1.31K - $1.44K
|
75
$2.62K
|
|
|
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
$663K
|
|
|
Jul 28, 2022
Q2 2022
|
National Bank Of Canada
|
BUY
|
- |
480New |
$8.41K - $9.23K
|
480
$16.8K
|
|
|
Jul 22, 2022
Q2 2022
|
Terra Nova Asset Management LLC
|
BUY
|
- |
55.7KNew |
$976K - $1.07M
|
55.7K
$1.95M
|
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
SELL
|
- |
-3.12KClosed |
$54.7K - $60K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Good Life Advisors, LLC
|
SELL
|
- |
-18.2KClosed |
$319K - $350K
|
0
$0
|
|
|
Jul 08, 2022
Q2 2022
|
Stonnington Group, LLC
|
SELL
|
- |
-15.7KClosed |
$275K - $302K
|
0
$0
|
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
SELL
|
- |
-427Closed |
$7.49K - $8.21K
|
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
$262K
|
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
7.5KNew |
$130K - $150K
|
7.5K
$262K
|
|
|
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
$699
|
|
|
Apr 20, 2022
Q1 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-65Closed |
$1.13K - $1.3K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Apr 27, 2022
Q4 2021
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
4.38KNew |
$74.6K - $79.5K
|
4.38K
$153K
|
|
|
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
$622K
|
|
|
Jan 25, 2022
Q4 2021
|
Pds Planning, Inc
|
SELL
|
- |
-1- -0.0% |
$17.1 - $18.2
|
168K
$5.87M
|
|
|
Jan 19, 2022
Q4 2021
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1K+ 38.83% |
$17.1K - $18.2K
|
3.58K
$125K
|
|
| 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
|
|