Purchases and Sales Made in Q2 2024 in Van Eck Merk Gold Trust (OUNZ)
This table provides information about the institutional ownership of Van Eck Merk Gold Trust (OUNZ) during Q2 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
759K+ 103.17% |
$16.5M - $17.8M
|
1.5M
$39.5M
|
|
|
Jul 17, 2024
Q2 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
410KNew |
$8.9M - $9.62M
|
410K
$10.8M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
395K+ 112.38% |
$8.58M - $9.28M
|
747K
$19.7M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
289K+ 70.47% |
$6.27M - $6.78M
|
699K
$18.5M
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
220K+ 1530.67% |
$4.78M - $5.17M
|
235K
$6.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
175K+ 13.55% |
$3.81M - $4.11M
|
1.47M
$38.8M
|
|
|
Aug 09, 2024
Q2 2024
|
Guild Investment Management, Inc.
|
BUY
|
- |
118K+ 739.56% |
$2.57M - $2.78M
|
134K
$3.54M
|
|
|
Aug 14, 2024
Q2 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
79.3KNew |
$1.72M - $1.86M
|
79.3K
$2.09M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
73.2K+ 4.59% |
$1.59M - $1.72M
|
1.67M
$44M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
72.3K+ 14.56% |
$1.57M - $1.7M
|
569K
$15M
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
52.5KNew |
$1.14M - $1.23M
|
52.5K
$1.39M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
51.8K+ 26.76% |
$1.12M - $1.21M
|
245K
$6.47M
|
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
51.2KNew |
$1.11M - $1.2M
|
51.2K
$1.35M
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
47.3K+ 108.48% |
$1.03M - $1.11M
|
90.8K
$2.4M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
45.2K+ 21.43% |
$980K - $1.06M
|
256K
$6.75M
|
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
38.8K+ 60.62% |
$842K - $910K
|
103K
$2.71M
|
|
|
Jul 30, 2024
Q2 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
36.1KNew |
$784K - $847K
|
36.1K
$953K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
35.8K+ 12.86% |
$776K - $839K
|
314K
$8.28M
|
|
|
Jul 19, 2024
Q2 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
31.8KNew |
$690K - $746K
|
31.8K
$839K
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
24.1K+ 11.41% |
$523K - $565K
|
235K
$6.21M
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
21KNew |
$455K - $492K
|
21K
$553K
|
|
|
Aug 14, 2024
Q2 2024
|
Merk Investments LLC
Menlo Park, CA |
BUY
|
- |
18.8KNew |
$408K - $441K
|
18.8K
$496K
|
|
|
Aug 08, 2024
Q2 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
18K+ 56.6% |
$390K - $421K
|
49.7K
$1.31M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
16.4K+ 10.35% |
$355K - $384K
|
175K
$4.61M
|
|
|
Jul 22, 2024
Q2 2024
|
Security National Bank
|
BUY
|
- |
15.9K+ 47.85% |
$346K - $374K
|
49.3K
$1.3M
|
|
|
Jul 10, 2024
Q2 2024
|
Rda Financial Network
|
BUY
|
- |
15.9KNew |
$344K - $372K
|
15.9K
$418K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
15.3KNew |
$332K - $359K
|
15.3K
$404K
|
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
14.1KNew |
$306K - $331K
|
14.1K
$373K
|
|
|
Aug 14, 2024
Q2 2024
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
13.4KNew |
$291K - $315K
|
13.4K
$354K
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
13.2KNew |
$285K - $308K
|
13.2K
$347K
|
|
|
Aug 09, 2024
Q2 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
12.6KNew |
$274K - $296K
|
12.6K
$333K
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
11.2K+ 45.59% |
$244K - $263K
|
35.9K
$946K
|
|
|
Jul 22, 2024
Q2 2024
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
11KNew |
$240K - $259K
|
11K
$291K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
7.66K+ 2.63% |
$166K - $180K
|
299K
$7.88M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
6.62K+ 1.95% |
$144K - $155K
|
346K
$9.13M
|
|
|
Aug 12, 2024
Q2 2024
|
Smart Money Group LLC
|
BUY
|
- |
6.6K+ 5.43% |
$143K - $155K
|
128K
$3.38M
|
|
|
Aug 06, 2024
Q2 2024
|
Chartist Inc
Seal Beach, CA |
BUY
|
- |
6.25KNew |
$136K - $147K
|
6.25K
$165K
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
5.62KNew |
$122K - $132K
|
5.62K
$148K
|
|
|
Aug 02, 2024
Q2 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
5.58K+ 21.85% |
$121K - $131K
|
31.1K
$821K
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.92K+ 15.78% |
$107K - $115K
|
36.1K
$953K
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.92K+ 15.78% |
$107K - $115K
|
36.1K
$953K
|
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
4.85KNew |
$105K - $114K
|
4.85K
$128K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4.62K+ 262.56% |
$100K - $108K
|
6.38K
$168K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.56K+ 5.02% |
$98.8K - $107K
|
95.2K
$2.51M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.45K+ 9.37% |
$74.8K - $80.9K
|
40.3K
$1.06M
|
|
|
Jul 30, 2024
Q2 2024
|
Euro Pacific Asset Management, LLC
Dorado, PR |
BUY
|
- |
3.28K+ 0.83% |
$71.1K - $76.9K
|
400K
$10.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.66KNew |
$57.8K - $62.5K
|
2.66K
$70.3K
|
|
|
Jul 26, 2024
Q2 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
1.99K+ 17.45% |
$43.2K - $46.7K
|
13.4K
$354K
|
|
|
Jul 26, 2024
Q2 2024
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
1.75K+ 0.92% |
$37.9K - $40.9K
|
192K
$5.08M
|
|
|
Aug 13, 2024
Q2 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1.71K+ 1.0% |
$37.2K - $40.2K
|
173K
$4.56M
|