Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 06, 2023
Q4 2022
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-5.2K- 38.01% |
$82.9K - $92K
|
8.48K
$193K
|
|
Feb 13, 2023
Q4 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-1.91K- 6.98% |
$30.4K - $33.7K
|
25.4K
$577K
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-900- 33.0% |
$14.4K - $15.9K
|
1.83K
$41.6K
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-836- 7.25% |
$13.3K - $14.8K
|
10.7K
$243K
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
SELL
|
- |
-143- 0.86% |
$2.28K - $2.53K
|
16.4K
$374K
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-22.5K- 61.34% |
$359K - $395K
|
14.2K
$323K
|
|
Oct 17, 2022
Q3 2022
|
Procyon Advisors, LLC
|
SELL
|
- |
-6.56K- 22.6% |
$105K - $115K
|
22.4K
$511K
|
|
Nov 09, 2022
Q3 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-6.53K- 0.19% |
$104K - $115K
|
3.48M
$79.1M
|
|
Nov 01, 2022
Q3 2022
|
Brinker Capital Investments, 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
|
|
Q2 2022 | |||||||
Aug 15, 2022
Q2 2022
|
Cadence Wealth Management LLC
Westborough, MA |
SELL
|
- |
-483KClosed |
$8.46M - $9.28M
|
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
|
|
Aug 15, 2022
Q2 2022
|
Chartist Inc
Seal Beach, CA |
SELL
|
- |
-6.65KClosed |
$117K - $128K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
SELL
|
- |
-3.12KClosed |
$54.7K - $60K
|
0
$0
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
SELL
|
- |
-427Closed |
$7.49K - $8.21K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-328Closed |
$5.75K - $6.31K
|
0
$0
|
|
Q1 2022 | |||||||
May 06, 2022
Q1 2022
|
White Pine Investment CO
|
SELL
|
- |
-114KClosed |
$1.98M - $2.27M
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-65Closed |
$1.13K - $1.3K
|
0
$0
|
|
Q4 2021 | |||||||
Feb 14, 2022
Q4 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-23.9KClosed |
$407K - $434K
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Titus Wealth Management
Larskpur, CA |
SELL
|
- |
-20.7KClosed |
$354K - $377K
|
0
$0
|
|
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
|
|
Q3 2021 | |||||||
Nov 15, 2021
Q3 2021
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-79.6KClosed |
$1.34M - $1.42M
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Fagan Associates, Inc.
|
SELL
|
- |
-11.8KClosed |
$197K - $209K
|
0
$0
|
|
Nov 16, 2021
Q3 2021
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-11.5KClosed |
$193K - $205K
|
0
$0
|
|
Nov 17, 2021
Q3 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-11.4KClosed |
$191K - $202K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-11KClosed |
$184K - $196K
|
0
$0
|
|
Nov 04, 2021
Q3 2021
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-544Closed |
$9.13K - $9.69K
|
0
$0
|
|
Q2 2021 | |||||||
Jul 28, 2021
Q2 2021
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-74.8KClosed |
$1.26M - $1.39M
|
0
$0
|
|
Jul 29, 2021
Q2 2021
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-16.5KClosed |
$278K - $307K
|
0
$0
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-3.53KClosed |
$59.4K - $65.7K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-2.9KClosed |
$48.7K - $53.8K
|
0
$0
|
|
Aug 09, 2021
Q2 2021
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-1.92K- 9.11% |
$32.2K - $35.6K
|
19.1K
$435K
|
|
Jul 29, 2021
Q2 2021
|
Whittier Trust CO
|
SELL
|
- |
-875- 4.39% |
$14.7K - $16.3K
|
19K
$433K
|
|
Aug 02, 2021
Q2 2021
|
Allworth Financial LP
|
SELL
|
- |
-213Closed |
$3.58K - $3.96K
|
0
$0
|
|
Aug 09, 2021
Q2 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-54Closed |
$908 - $1K
|
0
$0
|
|
Q1 2021 | |||||||
May 13, 2021
Q1 2021
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-17.7KClosed |
$289K - $335K
|
0
$0
|
|
May 12, 2021
Q1 2021
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-10KClosed |
$164K - $190K
|
0
$0
|
|
May 05, 2021
Q1 2021
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-4.49KClosed |
$73.6K - $85.4K
|
0
$0
|
|
Apr 13, 2021
Q1 2021
|
Perkins Coie Trust CO
|
SELL
|
- |
-1.33KClosed |
$21.8K - $25.3K
|
0
$0
|
|
Apr 15, 2021
Q1 2021
|
Optimum Investment Advisors
|
SELL
|
- |
-1KClosed |
$16.4K - $19K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-845Closed |
$13.8K - $16.1K
|
0
$0
|
|
Q4 2020 | |||||||
Feb 11, 2021
Q4 2020
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-259KClosed |
$4.49M - $4.94M
|
0
$0
|
|
Feb 09, 2021
Q4 2020
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-97.5KClosed |
$1.69M - $1.86M
|
0
$0
|
|
Feb 08, 2021
Q4 2020
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-49.8KClosed |
$863K - $949K
|
0
$0
|
|
Q3 2020 | |||||||
Nov 13, 2020
Q3 2020
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-20.3KClosed |
$352K - $409K
|
0
$0
|
|
Oct 19, 2020
Q3 2020
|
Foresight Wealth Management, LLC
|
SELL
|
- |
-12KClosed |
$207K - $241K
|
0
$0
|
|
Mar 22, 2023
Q3 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-8.02K- 55.99% |
$139K - $161K
|
6.3K
$143K
|
|
Q2 2020 | |||||||
Jul 17, 2020
Q2 2020
|
Trust CO Of Vermont
|
SELL
|
- |
-4KClosed |
$62.1K - $69.5K
|
0
$0
|