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 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-375- 4.24% |
$9.27K - $10.1K
|
8.46K
$272K
|
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-210- 16.2% |
$5.19K - $5.65K
|
1.09K
$34.9K
|
|
| Q3 2024 | |||||||
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-5.43K- 7.76% |
$122K - $140K
|
64.5K
$2.07M
|
|
|
Oct 15, 2024
Q3 2024
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-5K- 11.9% |
$113K - $129K
|
37K
$1.19M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-4.16K- 1.63% |
$93.6K - $107K
|
252K
$8.09M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
SELL
|
- |
-3.5K- 18.39% |
$78.8K - $90.4K
|
15.5K
$499K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-2K- 16.31% |
$45K - $51.7K
|
10.3K
$330K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-334- 3.12% |
$7.52K - $8.63K
|
10.4K
$333K
|
|
| Q2 2024 | |||||||
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-57K- 98.65% |
$1.24M - $1.34M
|
781
$25.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Crawford Fund Management, LLC
Boston, MA |
SELL
|
- |
-13K- 24.57% |
$282K - $305K
|
39.9K
$1.28M
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
SELL
|
- |
-8.21K- 47.15% |
$178K - $193K
|
9.2K
$296K
|
|
| Q1 2024 | |||||||
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-5.43K- 14.08% |
$105K - $117K
|
33.1K
$1.06M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-3K- 0.44% |
$57.8K - $64.5K
|
683K
$22M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1.24K- 20.4% |
$23.9K - $26.6K
|
4.84K
$155K
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-889- 49.39% |
$17.1K - $19.1K
|
911
$29.3K
|
|
| Q4 2023 | |||||||
|
Jul 22, 2024
Q4 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-116KClosed |
$2.04M - $2.33M
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-64.4K- 73.93% |
$1.13M - $1.29M
|
22.7K
$730K
|
|
|
Feb 14, 2024
Q4 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-958- 52.7% |
$16.9K - $19.3K
|
860
$27.6K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-355- 2.28% |
$6.25K - $7.14K
|
15.2K
$489K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-71- 0.14% |
$1.25K - $1.43K
|
49.8K
$1.6M
|
|
| Q3 2023 | |||||||
|
Nov 03, 2023
Q3 2023
|
New Square Capital LLC
|
SELL
|
- |
-58.6K- 62.67% |
$1.05M - $1.12M
|
34.9K
$1.12M
|
|
|
Oct 24, 2023
Q3 2023
|
Adirondack Retirement Specialists, Inc.
|
SELL
|
- |
-259- 1.28% |
$4.63K - $4.96K
|
20K
$642K
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-239- 16.61% |
$4.28K - $4.58K
|
1.2K
$38.6K
|
|
| Q4 2022 | |||||||
|
Feb 13, 2023
Q4 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-1.91K- 6.98% |
$30.1K - $33.7K
|
25.4K
$815K
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
SELL
|
- |
-143- 0.86% |
$2.26K - $2.53K
|
16.4K
$528K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-22.5K- 61.34% |
$355K - $395K
|
14.2K
$456K
|
|
|
Nov 01, 2022
Q3 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-6.53K- 0.19% |
$103K - $115K
|
3.48M
$112M
|
|
|
Nov 07, 2022
Q3 2022
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-2.2K- 1.36% |
$34.7K - $38.6K
|
160K
$5.15M
|
|
| 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
|
|
|
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
|
|
|
Jan 25, 2022
Q4 2021
|
Pds Planning, Inc
|
SELL
|
- |
-1- -0.0% |
$17.1 - $18.2
|
168K
$5.39M
|
|
| 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
$614K
|
|