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 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
1.7KNew |
$36.9K - $39.9K
|
1.7K
$45K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.58KNew |
$34.3K - $37K
|
1.58K
$41.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Wms Partners, LLC
|
BUY
|
- |
1.58K+ 9.11% |
$34.2K - $37K
|
18.9K
$500K
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
1.38KNew |
$29.8K - $32.3K
|
1.38K
$36.4K
|
|
|
Jul 22, 2024
Q2 2024
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
1.35K+ 5.72% |
$29.3K - $31.7K
|
24.9K
$660K
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
1.05K+ 6.89% |
$22.8K - $24.7K
|
16.3K
$431K
|
|
|
Aug 13, 2024
Q2 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
1K+ 4.36% |
$21.7K - $23.5K
|
23.9K
$633K
|
|
|
Jul 10, 2024
Q2 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
749New |
$16.3K - $17.6K
|
749
$19.8K
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
626+ 6.12% |
$13.6K - $14.7K
|
10.9K
$287K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
575New |
$12.5K - $13.5K
|
575
$15.2K
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
441+ 0.77% |
$9.57K - $10.3K
|
57.7K
$1.53M
|
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
271+ 0.71% |
$5.88K - $6.36K
|
38.2K
$1.01M
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
253+ 0.35% |
$5.49K - $5.94K
|
71.6K
$1.89M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
100New |
$2.17K - $2.35K
|
100
$2.65K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
21+ 0.72% |
$456 - $493
|
2.94K
$77.9K
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-1- -0.0% |
$21.7 - $23.5
|
70K
$1.85M
|
|
|
Jul 26, 2024
Q2 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-16- 0.04% |
$347 - $375
|
43.3K
$1.14M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-115- 1.51% |
$2.5K - $2.7K
|
7.49K
$198K
|
|
|
Aug 02, 2024
Q2 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-396- 0.16% |
$8.59K - $9.29K
|
253K
$6.69M
|
|
|
Aug 13, 2024
Q2 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-534- 4.11% |
$11.6K - $12.5K
|
12.4K
$329K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-597- 3.58% |
$13K - $14K
|
16.1K
$425K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.27K- 9.41% |
$27.6K - $29.9K
|
12.3K
$324K
|
|
|
Aug 14, 2024
Q2 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-1.42K- 12.53% |
$30.8K - $33.3K
|
9.9K
$262K
|
|
|
Aug 13, 2024
Q2 2024
|
Shufro Rose & CO LLC
|
SELL
|
- |
-1.53K- 6.2% |
$33.3K - $36K
|
23.2K
$614K
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-1.86K- 1.26% |
$40.3K - $43.6K
|
146K
$3.86M
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.96K- 4.25% |
$42.4K - $45.9K
|
44.1K
$1.17M
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.05K- 18.45% |
$44.5K - $48.1K
|
9.06K
$240K
|
|
|
Jul 18, 2024
Q2 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
SELL
|
- |
-2.07K- 1.0% |
$44.9K - $48.5K
|
205K
$5.43M
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.15K- 26.47% |
$46.6K - $50.4K
|
5.97K
$158K
|
|
|
Aug 09, 2024
Q2 2024
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-4.29K- 7.88% |
$93.1K - $101K
|
50.2K
$1.33M
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-6K- 60.0% |
$130K - $141K
|
4K
$106K
|
|
|
Jul 30, 2024
Q2 2024
|
Wespac Advisors, LLC
|
SELL
|
- |
-6.18K- 11.71% |
$134K - $145K
|
46.6K
$1.23M
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-7.88K- 3.89% |
$171K - $185K
|
195K
$5.15M
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
SELL
|
- |
-8.21K- 47.15% |
$178K - $193K
|
9.2K
$243K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-9.2K- 18.23% |
$200K - $216K
|
41.3K
$1.09M
|
|
|
Aug 14, 2024
Q2 2024
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
SELL
|
- |
-10.2K- 27.92% |
$222K - $240K
|
26.5K
$700K
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-10.3K- 46.34% |
$224K - $242K
|
12K
$316K
|
|
|
Jul 17, 2024
Q2 2024
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-11.1K- 20.59% |
$241K - $260K
|
42.8K
$1.13M
|
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-12K- 6.16% |
$261K - $282K
|
183K
$4.85M
|
|
|
Aug 14, 2024
Q2 2024
|
Crawford Fund Management, LLC
Boston, MA |
SELL
|
- |
-13K- 24.57% |
$282K - $305K
|
39.9K
$1.06M
|
|
|
Aug 07, 2024
Q2 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-13.5K- 3.07% |
$293K - $317K
|
427K
$11.3M
|
|
|
Aug 09, 2024
Q2 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-14.7K- 44.02% |
$320K - $345K
|
18.7K
$495K
|
|
|
Aug 09, 2024
Q2 2024
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-21.5K- 5.02% |
$467K - $505K
|
407K
$10.8M
|
|
|
Jul 31, 2024
Q2 2024
|
Van Eck Associates Corp
|
SELL
|
- |
-21.9K- 2.41% |
$475K - $513K
|
886K
$23.4M
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-27.7K- 45.41% |
$600K - $649K
|
33.3K
$880K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-29K- 92.88% |
$630K - $681K
|
2.23K
$58.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-43.5K- 13.46% |
$945K - $1.02M
|
280K
$7.4M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-45K- 20.11% |
$976K - $1.05M
|
179K
$4.73M
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-57K- 98.65% |
$1.24M - $1.34M
|
781
$20.7K
|
|
|
Jul 12, 2024
Q2 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-64.2K- 1.42% |
$1.39M - $1.51M
|
4.46M
$118M
|