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 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
822+ 2.46% |
$14.7K - $15.7K
|
34.2K
$905K
|
|
|
Nov 09, 2023
Q3 2023
|
Wms Partners, LLC
|
BUY
|
- |
795+ 5.74% |
$14.2K - $15.2K
|
14.6K
$387K
|
|
|
Nov 02, 2023
Q3 2023
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
725+ 3.36% |
$13K - $13.9K
|
22.3K
$591K
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
110+ 2.44% |
$1.97K - $2.11K
|
4.61K
$122K
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
100New |
$1.79K - $1.92K
|
100
$2.65K
|
|
|
Nov 14, 2023
Q3 2023
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
71+ 0.53% |
$1.27K - $1.36K
|
13.4K
$355K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
33+ 0.1% |
$590 - $632
|
33.1K
$875K
|
|
|
Oct 05, 2023
Q3 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
27+ 0.24% |
$483 - $517
|
11.1K
$295K
|
|
|
Nov 06, 2023
Q3 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
2+ 0.02% |
$35.8 - $38.3
|
12.1K
$320K
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 26, 2023
Q3 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-12- 0.57% |
$215 - $230
|
2.1K
$55.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-239- 16.61% |
$4.28K - $4.58K
|
1.2K
$31.7K
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-251- 0.29% |
$4.49K - $4.81K
|
87.1K
$2.3M
|
|
|
Oct 24, 2023
Q3 2023
|
Adirondack Retirement Specialists, Inc.
|
SELL
|
- |
-259- 1.28% |
$4.63K - $4.96K
|
20K
$528K
|
|
|
Nov 09, 2023
Q3 2023
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-500- 4.06% |
$8.95K - $9.58K
|
11.8K
$313K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-768- 37.68% |
$13.7K - $14.7K
|
1.27K
$33.6K
|
|
|
Nov 09, 2023
Q3 2023
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-1.23K- 5.22% |
$21.9K - $23.5K
|
22.2K
$588K
|
|
|
Oct 25, 2023
Q3 2023
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-1.28K- 2.24% |
$22.9K - $24.5K
|
55.8K
$1.48M
|
|
|
Nov 13, 2023
Q3 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1.37K- 2.3% |
$24.4K - $26.2K
|
58.1K
$1.54M
|
|
|
Oct 24, 2023
Q3 2023
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-2K- 4.55% |
$35.8K - $38.3K
|
42K
$1.11M
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-3.75K- 49.83% |
$67.1K - $71.9K
|
3.78K
$99.9K
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.26K- 1.16% |
$76.2K - $81.6K
|
363K
$9.61M
|
|
|
Nov 03, 2023
Q3 2023
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-5.83K- 3.81% |
$104K - $112K
|
147K
$3.89M
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-6.76K- 10.59% |
$121K - $130K
|
57.1K
$1.51M
|
|
|
Nov 06, 2023
Q3 2023
|
Euro Pacific Asset Management, LLC
Dorado, PR |
SELL
|
- |
-7.45K- 2.04% |
$133K - $143K
|
358K
$9.47M
|
|
|
Nov 01, 2023
Q3 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-7.95K- 2.28% |
$142K - $152K
|
340K
$8.99M
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-11.2K- 17.06% |
$201K - $215K
|
54.5K
$1.44M
|
|
|
Nov 13, 2023
Q3 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-13.5K- 1.06% |
$241K - $258K
|
1.26M
$33.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-34.9K- 2.16% |
$624K - $669K
|
1.58M
$41.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-44.3K- 43.74% |
$792K - $848K
|
56.9K
$1.51M
|
|
|
Nov 03, 2023
Q3 2023
|
New Square Capital LLC
|
SELL
|
- |
-58.6K- 62.67% |
$1.05M - $1.12M
|
34.9K
$924K
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-59.3K- 16.64% |
$1.06M - $1.14M
|
297K
$7.86M
|
|
|
Nov 20, 2023
Q3 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-75K- 37.33% |
$1.34M - $1.44M
|
126K
$3.33M
|
|
|
Nov 08, 2023
Q3 2023
|
Van Eck Associates Corp
|
SELL
|
- |
-101K- 9.83% |
$1.81M - $1.94M
|
928K
$24.5M
|
|
|
Oct 19, 2023
Q3 2023
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-103K- 52.91% |
$1.85M - $1.98M
|
91.9K
$2.43M
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-387K- 62.25% |
$6.93M - $7.42M
|
235K
$6.21M
|