Purchases and Sales Made in Q3 2022 in Van Eck Merk Gold Trust (OUNZ)
This table provides information about the institutional ownership of Van Eck Merk Gold Trust (OUNZ) during Q3 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
389K+ 202.65% |
$6.13M - $6.82M
|
581K
$15.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
252K+ 27.39% |
$3.97M - $4.42M
|
1.17M
$30.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
167K+ 88.62% |
$2.63M - $2.92M
|
355K
$9.37M
|
|
|
Nov 14, 2022
Q3 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
148K+ 484.92% |
$2.33M - $2.59M
|
178K
$4.71M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
129KNew |
$2.03M - $2.26M
|
129K
$3.41M
|
|
|
Dec 05, 2023
Q3 2022
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
90.2K+ 1.91% |
$1.42M - $1.58M
|
4.81M
$127M
|
|
|
Oct 25, 2022
Q3 2022
|
New Square Capital LLC
|
BUY
|
- |
90K+ 268.45% |
$1.42M - $1.58M
|
124K
$3.26M
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
53.5K+ 33.95% |
$843K - $938K
|
211K
$5.57M
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
49.4K+ 85.86% |
$778K - $866K
|
107K
$2.82M
|
|
|
Nov 14, 2022
Q3 2022
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
45.5K+ 13.1% |
$716K - $797K
|
393K
$10.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
42.5K+ 20.57% |
$669K - $745K
|
249K
$6.57M
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
39.5KNew |
$621K - $692K
|
39.5K
$1.04M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
32.5KNew |
$513K - $571K
|
32.5K
$859K
|
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
23.8KNew |
$376K - $418K
|
23.8K
$629K
|
|
|
Nov 14, 2022
Q3 2022
|
Euro Pacific Asset Management, LLC
Dorado, PR |
BUY
|
- |
22.9K+ 17.67% |
$361K - $401K
|
152K
$4.02M
|
|
|
Oct 17, 2022
Q3 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
22.4KNew |
$354K - $393K
|
22.4K
$592K
|
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
19.5K+ 5.69% |
$307K - $342K
|
362K
$9.55M
|
|
|
Nov 07, 2022
Q3 2022
|
Adirondack Retirement Specialists, Inc.
|
BUY
|
- |
15.6KNew |
$246K - $274K
|
15.6K
$412K
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
14.3KNew |
$225K - $251K
|
14.3K
$378K
|
|
|
Nov 10, 2022
Q3 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
13.8K+ 137.33% |
$217K - $242K
|
23.9K
$630K
|
|
|
Nov 22, 2022
Q3 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
10.4K+ 47.71% |
$164K - $183K
|
32.3K
$852K
|
|
|
Nov 03, 2022
Q3 2022
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
5.3K+ 6.72% |
$83.5K - $92.9K
|
84.2K
$2.22M
|
|
|
Oct 26, 2022
Q3 2022
|
Smart Money Group LLC
|
BUY
|
- |
4.18K+ 6.38% |
$65.9K - $73.3K
|
69.8K
$1.84M
|
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Bancorp
|
BUY
|
- |
4.02KNew |
$63.4K - $70.5K
|
4.02K
$106K
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.54K+ 6.01% |
$55.7K - $62K
|
62.3K
$1.64M
|
|
|
Oct 25, 2022
Q3 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
3.03K+ 28.39% |
$47.6K - $53K
|
13.7K
$361K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
2.46K+ 4.49% |
$38.7K - $43.1K
|
57.2K
$1.51M
|
|
|
Nov 10, 2022
Q3 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
2.17K+ 2.7% |
$34.2K - $38K
|
82.6K
$2.18M
|
|
|
Oct 28, 2022
Q3 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
1.66K+ 4.01% |
$26.2K - $29.1K
|
43.1K
$1.14M
|
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.14K+ 1.82% |
$17.9K - $19.9K
|
63.7K
$1.68M
|
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
970+ 55.21% |
$15.3K - $17K
|
2.73K
$72K
|
|
|
Oct 24, 2022
Q3 2022
|
Shufro Rose & CO LLC
|
BUY
|
- |
596+ 2.78% |
$9.39K - $10.4K
|
22K
$581K
|
|
|
Nov 10, 2022
Q3 2022
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
447+ 1.15% |
$7.04K - $7.84K
|
39.5K
$1.04M
|
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
328+ 9.05% |
$5.17K - $5.75K
|
3.95K
$104K
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-25- 0.18% |
$394 - $438
|
14K
$369K
|
|
|
Nov 14, 2022
Q3 2022
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-60- 0.1% |
$945 - $1.05K
|
57.7K
$1.52M
|
|
|
Nov 10, 2022
Q3 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-150- 6.5% |
$2.36K - $2.63K
|
2.16K
$56.9K
|
|
|
Nov 08, 2022
Q3 2022
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-200- 0.13% |
$3.15K - $3.51K
|
155K
$4.09M
|
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-335- 9.48% |
$5.28K - $5.87K
|
3.2K
$84.4K
|
|
|
Nov 07, 2022
Q3 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-448- 1.94% |
$7.06K - $7.85K
|
22.7K
$598K
|
|
|
Mar 14, 2023
Q3 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-448- 1.94% |
$7.06K - $7.85K
|
22.7K
$598K
|
|
|
Oct 25, 2022
Q3 2022
|
Barber Financial Group, Inc.
|
SELL
|
- |
-598- 0.25% |
$9.42K - $10.5K
|
242K
$6.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-709- 98.47% |
$11.2K - $12.4K
|
11
$290
|
|
|
Oct 20, 2022
Q3 2022
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-766- 0.39% |
$12.1K - $13.4K
|
194K
$5.12M
|
|
|
Oct 17, 2022
Q3 2022
|
Veracity Capital LLC
|
SELL
|
- |
-770- 5.14% |
$12.1K - $13.5K
|
14.2K
$375K
|
|
|
Nov 09, 2022
Q3 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1K- 8.87% |
$15.8K - $17.5K
|
10.3K
$271K
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.12K- 1.25% |
$17.7K - $19.7K
|
88.8K
$2.34M
|
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.4K- 44.14% |
$22.1K - $24.5K
|
1.77K
$46.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.75K- 42.12% |
$27.5K - $30.6K
|
2.4K
$63.4K
|