Purchases and Sales Made in Q3 2023 in Van Eck Merk Gold Trust (OUNZ)
This table provides information about the institutional ownership of Van Eck Merk Gold Trust (OUNZ) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
555K+ 156.61% |
$9.92M - $10.6M
|
909K
$24M
|
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
205KNew |
$3.67M - $3.93M
|
205K
$5.42M
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
188K+ 175.79% |
$3.36M - $3.6M
|
295K
$7.78M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
156K+ 92.49% |
$2.79M - $2.99M
|
325K
$8.57M
|
|
|
Oct 12, 2023
Q3 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
123KNew |
$2.2M - $2.36M
|
123K
$3.25M
|
|
|
Jul 22, 2024
Q3 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
116KNew |
$2.07M - $2.22M
|
116K
$3.06M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
100K+ 23.86% |
$1.79M - $1.92M
|
520K
$13.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
79.3K+ 18.18% |
$1.42M - $1.52M
|
516K
$13.6M
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
60.9KNew |
$1.09M - $1.17M
|
60.9K
$1.61M
|
|
|
Dec 05, 2023
Q3 2023
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
43.1K+ 0.99% |
$771K - $826K
|
4.38M
$116M
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
35.5KNew |
$636K - $681K
|
35.5K
$938K
|
|
|
Nov 07, 2023
Q3 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
23.9KNew |
$428K - $458K
|
23.9K
$631K
|
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
20.3KNew |
$363K - $389K
|
20.3K
$536K
|
|
|
Nov 03, 2023
Q3 2023
|
Guild Investment Management, Inc.
|
BUY
|
- |
20KNew |
$358K - $383K
|
20K
$528K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
19.1K+ 7.13% |
$341K - $365K
|
287K
$7.56M
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
18.3K+ 139.23% |
$327K - $350K
|
31.4K
$829K
|
|
|
Nov 06, 2023
Q3 2023
|
Starfox Financial Services, LLC
The Woodlands, TX |
BUY
|
- |
12.9K+ 3.53% |
$230K - $246K
|
377K
$9.96M
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
12KNew |
$214K - $229K
|
12K
$316K
|
|
|
Nov 13, 2023
Q3 2023
|
Destiny Capital Securities Corporation
Golden, CO |
BUY
|
- |
11.1KNew |
$198K - $212K
|
11.1K
$292K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
10.6KNew |
$189K - $203K
|
10.6K
$279K
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
10.2K+ 8.55% |
$182K - $195K
|
129K
$3.4M
|
|
|
Nov 08, 2023
Q3 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
10K+ 8.6% |
$179K - $192K
|
126K
$3.33M
|
|
|
Nov 07, 2023
Q3 2023
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
9.54K+ 2.15% |
$171K - $183K
|
453K
$12M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
8.65KNew |
$155K - $166K
|
8.65K
$228K
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
8.64K+ 11.69% |
$155K - $166K
|
82.5K
$2.18M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
8.23K+ 81.86% |
$147K - $158K
|
18.3K
$483K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
7.98K+ 1.23% |
$143K - $153K
|
654K
$17.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Merk Investments LLC
Menlo Park, CA |
BUY
|
- |
7.84K+ 54.0% |
$140K - $150K
|
22.4K
$590K
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
6.82K+ 29.69% |
$122K - $131K
|
29.8K
$786K
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6.77K+ 4.03% |
$121K - $130K
|
175K
$4.61M
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
6.27K+ 42.19% |
$112K - $120K
|
21.1K
$558K
|
|
|
Nov 13, 2023
Q3 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
5.92K+ 14.28% |
$106K - $113K
|
47.4K
$1.25M
|
|
|
Nov 14, 2023
Q3 2023
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
5.34K+ 15.43% |
$95.6K - $102K
|
40K
$1.06M
|
|
|
Nov 13, 2023
Q3 2023
|
Smart Money Group LLC
|
BUY
|
- |
5.12K+ 5.17% |
$91.6K - $98.1K
|
104K
$2.75M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.74K+ 2.23% |
$84.7K - $90.7K
|
217K
$5.73M
|
|
|
Oct 26, 2023
Q3 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
4K+ 8.03% |
$71.6K - $76.6K
|
53.8K
$1.42M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.98K+ 4.54% |
$71.2K - $76.3K
|
91.6K
$2.42M
|
|
|
Nov 13, 2023
Q3 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
3.68K+ 1.97% |
$65.7K - $70.4K
|
191K
$5.03M
|
|
|
Oct 19, 2023
Q3 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
3.56K+ 8.78% |
$63.7K - $68.2K
|
44.1K
$1.16M
|
|
|
Nov 14, 2023
Q3 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
3.27K+ 13.8% |
$58.5K - $62.6K
|
27K
$712K
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2K+ 14.73% |
$35.8K - $38.3K
|
15.6K
$411K
|
|
|
Oct 25, 2023
Q3 2023
|
Shufro Rose & CO LLC
|
BUY
|
- |
1.96K+ 9.02% |
$35K - $37.5K
|
23.6K
$624K
|
|
|
Nov 08, 2023
Q3 2023
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
1.71K+ 9.49% |
$30.6K - $32.7K
|
19.7K
$520K
|
|
|
Oct 12, 2023
Q3 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
1.5K+ 6.4% |
$26.8K - $28.7K
|
24.9K
$658K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.36K+ 0.64% |
$24.4K - $26.1K
|
214K
$5.65M
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
1.35K+ 15.28% |
$24.1K - $25.8K
|
10.2K
$268K
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
1.27KNew |
$22.6K - $24.3K
|
1.27K
$33.4K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
1.25K+ 2.57% |
$22.3K - $23.9K
|
49.9K
$1.32M
|
|
|
Nov 13, 2023
Q3 2023
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
1.23K+ 4.26% |
$22.1K - $23.6K
|
30.2K
$797K
|
|
|
Oct 31, 2023
Q3 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
1.23K+ 0.5% |
$22K - $23.6K
|
249K
$6.58M
|