Latest Institutional Purchases of Van Eck Merk Gold Trust (OUNZ)
This list provides information on the latest institutional transactions involving Van Eck Merk Gold Trust (OUNZ) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.27K+ 9.69% |
$28.7K - $32.9K
|
14.4K
$365K
|
|
Oct 30, 2024
Q3 2024
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
1.23K+ 0.84% |
$27.7K - $31.8K
|
147K
$3.72M
|
|
Nov 14, 2024
Q3 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
1.16K+ 1.46% |
$26.1K - $30K
|
80.4K
$2.04M
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
1.1KNew |
$24.8K - $28.4K
|
1.1K
$27.8K
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
1.1KNew |
$24.8K - $28.4K
|
1.1K
$27.8K
|
|
Oct 07, 2024
Q3 2024
|
Security National Bank
|
BUY
|
- |
1.05K+ 2.13% |
$23.6K - $27K
|
50.3K
$1.27M
|
|
Oct 30, 2024
Q3 2024
|
Belvedere Trading LLC
|
BUY
|
PUT |
1KNew |
$22.5K - $25.8K
|
1K
$25.3K
|
|
Nov 01, 2024
Q3 2024
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
980+ 8.88% |
$22.1K - $25.3K
|
12K
$304K
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
769+ 769.0% |
$17.3K - $19.9K
|
869
$22K
|
|
Nov 08, 2024
Q3 2024
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
750+ 6.87% |
$16.9K - $19.4K
|
11.7K
$295K
|
|
Nov 12, 2024
Q3 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
620+ 2.59% |
$14K - $16K
|
24.5K
$621K
|
|
Nov 12, 2024
Q3 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
543New |
$12.2K - $14K
|
543
$13.7K
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
509+ 1.15% |
$11.5K - $13.1K
|
44.6K
$1.13M
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
500+ 1.61% |
$11.3K - $12.9K
|
31.6K
$800K
|
|
Oct 28, 2024
Q3 2024
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
495+ 0.99% |
$11.1K - $12.8K
|
50.7K
$1.28M
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
394+ 14.79% |
$8.87K - $10.2K
|
3.06K
$77.4K
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
392+ 0.68% |
$8.82K - $10.1K
|
58.1K
$1.47M
|
|
Nov 14, 2024
Q3 2024
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
373+ 1.41% |
$8.4K - $9.63K
|
26.8K
$679K
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
170+ 0.47% |
$3.83K - $4.39K
|
36.3K
$919K
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
157+ 0.09% |
$3.53K - $4.06K
|
179K
$4.53M
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
139+ 3.48% |
$3.13K - $3.59K
|
4.14K
$105K
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
91New |
$2.05K - $2.35K
|
91
$2.3K
|
|
Q2 2024 | |||||||
Jul 17, 2024
Q2 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
410KNew |
$8.9M - $9.62M
|
410K
$10.4M
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
51.2KNew |
$1.11M - $1.2M
|
51.2K
$1.3M
|
|
Jul 30, 2024
Q2 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
36.1KNew |
$784K - $847K
|
36.1K
$914K
|
|
Aug 08, 2024
Q2 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
18K+ 56.6% |
$390K - $421K
|
49.7K
$1.26M
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
15.3KNew |
$332K - $359K
|
15.3K
$387K
|
|
Aug 14, 2024
Q2 2024
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
13.4KNew |
$291K - $315K
|
13.4K
$339K
|
|
Aug 06, 2024
Q2 2024
|
Chartist Inc
Seal Beach, CA |
BUY
|
- |
6.25KNew |
$136K - $147K
|
6.25K
$158K
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4.62K+ 262.56% |
$100K - $108K
|
6.38K
$162K
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
1.7KNew |
$36.9K - $39.9K
|
1.7K
$43.1K
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.58KNew |
$34.3K - $37K
|
1.58K
$40K
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
1.38KNew |
$29.8K - $32.3K
|
1.38K
$34.8K
|
|
Jul 10, 2024
Q2 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
749New |
$16.3K - $17.6K
|
749
$19K
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
626+ 6.12% |
$13.6K - $14.7K
|
10.9K
$275K
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
575New |
$12.5K - $13.5K
|
575
$14.6K
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
21+ 0.72% |
$456 - $493
|
2.94K
$74.5K
|
|
Q1 2024 | |||||||
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
87.9KNew |
$1.69M - $1.89M
|
87.9K
$2.23M
|
|
May 08, 2024
Q1 2024
|
Ieq Capital, LLC
|
BUY
|
- |
20.5KNew |
$394K - $439K
|
20.5K
$518K
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
19.4KNew |
$373K - $416K
|
19.4K
$491K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
14.2K+ 43.24% |
$273K - $305K
|
47K
$1.19M
|
|
Apr 30, 2024
Q1 2024
|
Starfox Financial Services, LLC
The Woodlands, TX |
BUY
|
- |
8.4K+ 2.08% |
$162K - $180K
|
412K
$10.4M
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
5KNew |
$96.3K - $107K
|
5K
$127K
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
195New |
$3.76K - $4.19K
|
195
$4.94K
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
- |
100New |
$1.93K - $2.15K
|
100
$2.53K
|
|
Q4 2023 | |||||||
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
42K+ 206.9% |
$740K - $844K
|
62.3K
$1.58M
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
26.9KNew |
$474K - $541K
|
26.9K
$682K
|
|
Feb 06, 2024
Q4 2023
|
James Investment Research Inc
|
BUY
|
- |
20.6KNew |
$362K - $414K
|
20.6K
$521K
|
|
Feb 09, 2024
Q4 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
2.31K+ 1.83% |
$40.6K - $46.4K
|
129K
$3.26M
|
|
Jan 29, 2024
Q4 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
2K+ 1.63% |
$35.2K - $40.2K
|
125K
$3.16M
|