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 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
18.3K+ 139.23% |
$327K - $350K
|
31.4K
$1.01M
|
|
|
Nov 13, 2023
Q3 2023
|
Destiny Capital Securities Corporation
Golden, CO |
BUY
|
- |
11.1KNew |
$198K - $212K
|
11.1K
$355K
|
|
|
Nov 08, 2023
Q3 2023
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
1.71K+ 9.49% |
$30.6K - $32.7K
|
19.7K
$633K
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
1.27KNew |
$22.6K - $24.3K
|
1.27K
$40.7K
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
100New |
$1.79K - $1.92K
|
100
$3.21K
|
|
| Q2 2023 | |||||||
|
Jul 25, 2023
Q2 2023
|
Ferguson Shapiro LLC
|
BUY
|
- |
230KNew |
$4.25M - $4.57M
|
230K
$7.4M
|
|
|
Aug 03, 2023
Q2 2023
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
10.1K+ 11.8% |
$187K - $200K
|
95.7K
$3.08M
|
|
|
Jul 11, 2023
Q2 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
6.51KNew |
$120K - $129K
|
6.51K
$209K
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.08KNew |
$19.9K - $21.4K
|
1.08K
$34.7K
|
|
|
Jul 13, 2023
Q2 2023
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
836New |
$15.4K - $16.6K
|
836
$26.9K
|
|
| Q1 2023 | |||||||
|
Apr 11, 2023
Q1 2023
|
Newport Capital Group, LLC
|
BUY
|
- |
15.6KNew |
$274K - $302K
|
15.6K
$502K
|
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
BUY
|
- |
5.84K+ 2.49% |
$102K - $113K
|
240K
$7.71M
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
1.76K+ 17.38% |
$30.9K - $34.1K
|
11.9K
$383K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.06KNew |
$18.6K - $20.5K
|
1.06K
$34.1K
|
|
| Q4 2022 | |||||||
|
Feb 10, 2023
Q4 2022
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
11.1KNew |
$175K - $196K
|
11.1K
$355K
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
10.8KNew |
$170K - $190K
|
10.8K
$346K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
2.85KNew |
$45K - $50.5K
|
2.85K
$91.7K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
394New |
$6.22K - $6.97K
|
394
$12.7K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
351New |
$5.54K - $6.21K
|
351
$11.3K
|
|
|
Jan 11, 2023
Q4 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
300+ 21.43% |
$4.74K - $5.31K
|
1.7K
$54.6K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
100New |
$1.58K - $1.77K
|
100
$3.21K
|
|
| Q3 2022 | |||||||
|
Oct 25, 2022
Q3 2022
|
Fifth Third Bancorp
|
BUY
|
- |
4.02KNew |
$63.4K - $70.5K
|
4.02K
$129K
|
|
| Q2 2022 | |||||||
|
Jul 22, 2022
Q2 2022
|
Terra Nova Asset Management LLC
|
BUY
|
- |
55.7KNew |
$976K - $1.07M
|
55.7K
$1.79M
|
|
|
Aug 05, 2022
Q2 2022
|
Imc Chicago, LLC
|
BUY
|
- |
19KNew |
$332K - $364K
|
19K
$609K
|
|
|
Aug 11, 2022
Q2 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
13.6KNew |
$239K - $262K
|
13.6K
$438K
|
|
|
Jul 28, 2022
Q2 2022
|
National Bank Of Canada
|
BUY
|
- |
480New |
$8.41K - $9.23K
|
480
$15.4K
|
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
75New |
$1.31K - $1.44K
|
75
$2.41K
|
|
| Q1 2022 | |||||||
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
7.5KNew |
$130K - $150K
|
7.5K
$241K
|
|
|
Feb 14, 2024
Q1 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1.9K+ 33.93% |
$33K - $37.9K
|
7.5K
$241K
|
|
|
May 02, 2022
Q1 2022
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
20New |
$348 - $399
|
20
$643
|
|
| Q4 2021 | |||||||
|
Apr 27, 2022
Q4 2021
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
4.38KNew |
$74.6K - $79.5K
|
4.38K
$141K
|
|
|
Feb 11, 2022
Q4 2021
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
2.8K+ 18.67% |
$47.7K - $50.8K
|
17.8K
$572K
|
|
|
Jan 19, 2022
Q4 2021
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1K+ 38.83% |
$17.1K - $18.2K
|
3.58K
$115K
|
|
| Q3 2021 | |||||||
|
Nov 02, 2021
Q3 2021
|
Burleson & Company, LLC
|
BUY
|
- |
20New |
$336 - $356
|
20
$643
|
|
| Q2 2021 | |||||||
|
Aug 12, 2021
Q2 2021
|
Bouchey Financial Group LTD
|
BUY
|
- |
60.7KNew |
$1.02M - $1.13M
|
60.7K
$1.95M
|
|
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
23.9KNew |
$402K - $444K
|
23.9K
$768K
|
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
11.4KNew |
$192K - $212K
|
11.4K
$366K
|
|
|
Aug 31, 2021
Q2 2021
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
10.5KNew |
$177K - $196K
|
10.5K
$338K
|
|
|
Jul 02, 2021
Q2 2021
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
386New |
$6.49K - $7.17K
|
386
$12.4K
|
|
| Q1 2021 | |||||||
|
May 13, 2021
Q1 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1+ 0.01% |
$16.4 - $19
|
19.6K
$630K
|
|
| Q4 2020 | |||||||
|
Feb 05, 2021
Q4 2020
|
Tompkins Financial Corp
|
BUY
|
- |
2KNew |
$34.6K - $38.1K
|
2K
$64.3K
|
|
| Q3 2020 | |||||||
|
Sep 07, 2021
Q3 2020
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
150New |
$2.6K - $3.02K
|
150
$4.82K
|
|
| Q3 2017 | |||||||
|
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
$12.6 - $13.3
|
1
$32.1
|
|
| Q2 2017 | |||||||
|
Aug 07, 2017
Q2 2017
|
Mufg Americas Holdings Corp
|
BUY
|
- |
4.5KNew |
N/A
|
4.5K
$145K
|
|