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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.92K- 3.01% |
$30.2K - $33.6K
|
61.8K
$1.63M
|
|
|
Nov 07, 2022
Q3 2022
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-2.2K- 1.36% |
$34.7K - $38.6K
|
160K
$4.24M
|
|
|
Oct 18, 2022
Q3 2022
|
Wespac Advisors, LLC
|
SELL
|
- |
-2.2K- 5.17% |
$34.7K - $38.6K
|
40.4K
$1.07M
|
|
|
Nov 15, 2022
Q3 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-2.59K- 8.66% |
$40.7K - $45.3K
|
27.3K
$721K
|
|
|
Oct 18, 2022
Q3 2022
|
Starfox Financial Services, LLC
The Woodlands, TX |
SELL
|
- |
-2.81K- 0.77% |
$44.2K - $49.2K
|
361K
$9.55M
|
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.83K- 0.79% |
$44.6K - $49.7K
|
356K
$9.41M
|
|
|
Nov 07, 2022
Q3 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-3.55K- 9.12% |
$56K - $62.3K
|
35.4K
$936K
|
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
SELL
|
- |
-4.63K- 12.42% |
$72.9K - $81.2K
|
32.6K
$864K
|
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-5.51K- 23.82% |
$86.8K - $96.6K
|
17.6K
$466K
|
|
|
Nov 09, 2022
Q3 2022
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-5.73K- 22.37% |
$90.2K - $100K
|
19.9K
$525K
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-5.84K- 52.25% |
$91.9K - $102K
|
5.33K
$141K
|
|
|
Nov 01, 2022
Q3 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-6.53K- 0.19% |
$103K - $115K
|
3.48M
$92M
|
|
|
Nov 09, 2022
Q3 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-6.53K- 0.19% |
$103K - $115K
|
3.48M
$92M
|
|
|
Oct 17, 2022
Q3 2022
|
Procyon Advisors, LLC
|
SELL
|
- |
-6.56K- 22.6% |
$103K - $115K
|
22.4K
$594K
|
|
|
Nov 10, 2022
Q3 2022
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-6.76K- 0.53% |
$107K - $119K
|
1.26M
$33.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-7.06K- 7.86% |
$111K - $124K
|
82.8K
$2.19M
|
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-9.18K- 22.39% |
$145K - $161K
|
31.8K
$842K
|
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-10.2K- 13.93% |
$161K - $179K
|
63.1K
$1.67M
|
|
|
Oct 19, 2022
Q3 2022
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-12.4K- 55.07% |
$195K - $217K
|
10.1K
$267K
|
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-14.1K- 19.18% |
$222K - $247K
|
59.3K
$1.57M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-16.2K- 5.97% |
$256K - $285K
|
256K
$6.76M
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-22.5K- 61.34% |
$355K - $395K
|
14.2K
$375K
|
|
|
Nov 14, 2022
Q3 2022
|
Merk Investments LLC
Menlo Park, CA |
SELL
|
- |
-64.5K- 17.23% |
$1.02M - $1.13M
|
310K
$8.2M
|
|
|
Oct 23, 2023
Q3 2022
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-75K- 37.33% |
$1.18M - $1.32M
|
126K
$3.33M
|
|
|
Oct 12, 2022
Q3 2022
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-76.8K- 54.9% |
$1.21M - $1.35M
|
63.1K
$1.67M
|
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-80.4K- 36.35% |
$1.27M - $1.41M
|
141K
$3.72M
|
|
|
Oct 27, 2022
Q3 2022
|
Van Eck Associates Corp
|
SELL
|
- |
-84.3K- 5.57% |
$1.33M - $1.48M
|
1.43M
$37.8M
|
|
|
Nov 09, 2022
Q3 2022
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-88.3K- 15.96% |
$1.39M - $1.55M
|
465K
$12.3M
|
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-134K- 55.84% |
$2.11M - $2.35M
|
106K
$2.8M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-206K- 68.14% |
$3.24M - $3.6M
|
96.1K
$2.54M
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-333K- 95.7% |
$5.24M - $5.83M
|
14.9K
$395K
|