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 Advisors LLC
Denver, CO |
BUY
|
- |
179+ 0.55% |
$3.14K - $3.47K
|
32.7K
$866K
|
|
|
May 12, 2023
Q1 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
170+ 1.26% |
$2.98K - $3.29K
|
13.6K
$360K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
144+ 0.07% |
$2.53K - $2.79K
|
213K
$5.64M
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-9- 0.42% |
$158 - $174
|
2.15K
$56.8K
|
|
|
May 09, 2023
Q1 2023
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-50- 0.39% |
$878 - $968
|
12.8K
$339K
|
|
|
May 04, 2023
Q1 2023
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-138- 0.24% |
$2.42K - $2.67K
|
57.9K
$1.53M
|
|
|
May 11, 2023
Q1 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-408- 3.82% |
$7.16K - $7.9K
|
10.3K
$272K
|
|
|
Apr 20, 2023
Q1 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-542- 1.22% |
$9.51K - $10.5K
|
44K
$1.16M
|
|
|
May 09, 2023
Q1 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-767- 0.44% |
$13.5K - $14.8K
|
173K
$4.58M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.03K- 0.29% |
$18K - $19.9K
|
349K
$9.23M
|
|
|
May 04, 2023
Q1 2023
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-1.44K- 0.93% |
$25.2K - $27.8K
|
154K
$4.06M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-2K- 72.25% |
$35.1K - $38.7K
|
768
$20.3K
|
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-2.72K- 5.23% |
$47.7K - $52.6K
|
49.3K
$1.3M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.84K- 10.81% |
$67.4K - $74.4K
|
31.7K
$838K
|
|
|
May 09, 2023
Q1 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-4.23K- 5.13% |
$74.2K - $81.8K
|
78.2K
$2.07M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-4.38K- 4.96% |
$76.9K - $84.9K
|
83.9K
$2.22M
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-5.1K- 16.82% |
$89.5K - $98.7K
|
25.2K
$667K
|
|
|
May 12, 2023
Q1 2023
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-9.16K- 23.08% |
$161K - $177K
|
30.5K
$808K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-13.3K- 5.49% |
$233K - $257K
|
229K
$6.05M
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-21.2K- 20.47% |
$372K - $410K
|
82.2K
$2.18M
|
|
|
May 08, 2023
Q1 2023
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-27.7K- 5.7% |
$485K - $535K
|
458K
$12.1M
|
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
SELL
|
- |
-30.2K- 24.37% |
$529K - $584K
|
93.6K
$2.47M
|
|
|
May 03, 2023
Q1 2023
|
Van Eck Associates Corp
|
SELL
|
- |
-98.3K- 7.21% |
$1.72M - $1.9M
|
1.26M
$33.5M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-176K- 72.44% |
$3.08M - $3.4M
|
66.9K
$1.77M
|
|
|
Apr 21, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-264K- 94.76% |
$4.64M - $5.12M
|
14.6K
$386K
|
|
|
Dec 05, 2023
Q1 2023
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-336K- 7.14% |
$5.89M - $6.5M
|
4.37M
$116M
|
|
|
May 12, 2023
Q1 2023
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
SELL
|
- |
-358K- 88.54% |
$6.28M - $6.93M
|
46.3K
$1.23M
|