Purchases and Sales Made in Q1 2023 in Van Eck Merk Gold Trust (OUNZ)
This table provides information about the institutional ownership of Van Eck Merk Gold Trust (OUNZ) during Q1 2023. The information is specifically focused on institutions that hold shares of VanEck Merk Gold Trust.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
358K+ 147.54% |
$6.29M - $6.94M
|
601K
$14.9M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
350K+ 1624.32% |
$6.15M - $6.78M
|
372K
$9.19M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
267K+ 21.29% |
$4.68M - $5.17M
|
1.52M
$37.6M
|
|
|
Apr 19, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
263K+ 1687.56% |
$4.62M - $5.1M
|
279K
$6.89M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
171K+ 189.77% |
$3.01M - $3.32M
|
262K
$6.47M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
115K+ 99.29% |
$2.02M - $2.22M
|
231K
$5.7M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
101KNew |
$1.77M - $1.96M
|
101K
$2.5M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
99.2K+ 157.88% |
$1.74M - $1.92M
|
162K
$4M
|
|
|
May 12, 2023
Q1 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
88.9KNew |
$1.56M - $1.72M
|
88.9K
$2.2M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
83.8KNew |
$1.47M - $1.62M
|
83.8K
$2.07M
|
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
65.2K+ 27.54% |
$1.14M - $1.26M
|
302K
$7.47M
|
|
|
May 12, 2023
Q1 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
49.8K+ 98.69% |
$873K - $963K
|
100K
$2.48M
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
39KNew |
$685K - $755K
|
39K
$965K
|
|
|
Apr 11, 2023
Q1 2023
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
34.4K+ 34.42% |
$604K - $666K
|
134K
$3.32M
|
|
|
May 05, 2023
Q1 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
31.2KNew |
$548K - $604K
|
31.2K
$772K
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
23.5K+ 39.92% |
$412K - $454K
|
82.2K
$2.03M
|
|
|
May 05, 2023
Q1 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
21.9K+ 1.74% |
$384K - $424K
|
1.28M
$31.7M
|
|
|
May 12, 2023
Q1 2023
|
Euro Pacific Asset Management, LLC
Dorado, PR |
BUY
|
- |
19.4K+ 6.57% |
$340K - $375K
|
315K
$7.78M
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
17.4KNew |
$305K - $337K
|
17.4K
$430K
|
|
|
May 10, 2023
Q1 2023
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
17.4KNew |
$305K - $337K
|
17.4K
$430K
|
|
|
Apr 11, 2023
Q1 2023
|
Newport Capital Group, LLC
|
BUY
|
- |
15.6KNew |
$274K - $302K
|
15.6K
$386K
|
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
13KNew |
$228K - $252K
|
13K
$322K
|
|
|
May 11, 2023
Q1 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
12.9KNew |
$226K - $250K
|
12.9K
$319K
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
12.8KNew |
$224K - $247K
|
12.8K
$316K
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
12.2K+ 21.42% |
$214K - $236K
|
69.2K
$1.71M
|
|
|
May 08, 2023
Q1 2023
|
Smart Money Group LLC
|
BUY
|
- |
12K+ 14.45% |
$211K - $233K
|
95.4K
$2.36M
|
|
|
Apr 24, 2023
Q1 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
10.3KNew |
$181K - $200K
|
10.3K
$256K
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
9.9K+ 2.43% |
$174K - $192K
|
418K
$10.3M
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
7.53K+ 539.86% |
$132K - $146K
|
8.93K
$221K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
6.95K+ 29.56% |
$122K - $134K
|
30.4K
$753K
|
|
|
Apr 26, 2023
Q1 2023
|
Wespac Advisors, LLC
|
BUY
|
- |
6.18K+ 13.26% |
$108K - $120K
|
52.7K
$1.3M
|
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
BUY
|
- |
5.84K+ 2.49% |
$102K - $113K
|
240K
$5.93M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
4.37K+ 300.27% |
$76.7K - $84.6K
|
5.82K
$144K
|
|
|
May 05, 2023
Q1 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
3.7K+ 1.91% |
$65K - $71.7K
|
197K
$4.87M
|
|
|
Apr 12, 2023
Q1 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
3.55K+ 30.46% |
$62.3K - $68.7K
|
15.2K
$376K
|
|
|
May 04, 2023
Q1 2023
|
Starfox Financial Services, LLC
The Woodlands, TX |
BUY
|
- |
3.25K+ 0.89% |
$56.9K - $62.8K
|
366K
$9.05M
|
|
|
May 08, 2023
Q1 2023
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
3K+ 7.32% |
$52.7K - $58.1K
|
44K
$1.09M
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
1.76K+ 17.38% |
$30.9K - $34.1K
|
11.9K
$294K
|
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.74K+ 4.27% |
$30.6K - $33.7K
|
42.5K
$1.05M
|
|
|
Apr 06, 2023
Q1 2023
|
Adirondack Retirement Specialists, Inc.
|
BUY
|
- |
1.68K+ 10.78% |
$29.6K - $32.6K
|
17.3K
$428K
|
|
|
May 09, 2023
Q1 2023
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
1.3K+ 5.87% |
$22.8K - $25.2K
|
23.5K
$580K
|
|
|
Apr 25, 2023
Q1 2023
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
1.13K+ 1.33% |
$19.7K - $21.8K
|
85.6K
$2.12M
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.06KNew |
$18.6K - $20.5K
|
1.06K
$26.2K
|
|
|
Apr 06, 2023
Q1 2023
|
Veracity Capital LLC
|
BUY
|
- |
655+ 4.32% |
$11.5K - $12.7K
|
15.8K
$391K
|
|
|
May 12, 2023
Q1 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
625+ 2.78% |
$11K - $12.1K
|
23.1K
$572K
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
536+ 4.5% |
$9.41K - $10.4K
|
12.5K
$308K
|
|
|
Apr 19, 2023
Q1 2023
|
Shufro Rose & CO LLC
|
BUY
|
- |
442+ 2.01% |
$7.76K - $8.56K
|
22.5K
$556K
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
256New |
$4.49K - $4.96K
|
256
$6.33K
|
|
|
May 15, 2023
Q1 2023
|
Merk Investments LLC
Menlo Park, CA |
BUY
|
- |
248+ 1.39% |
$4.35K - $4.8K
|
18.1K
$447K
|
|
|
May 15, 2023
Q1 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
235+ 0.06% |
$4.12K - $4.55K
|
369K
$9.12M
|