Purchases and Sales Made in Q3 2024 in Van Eck Merk Gold Trust (OUNZ)
This table provides information about the institutional ownership of Van Eck Merk Gold Trust (OUNZ) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
92.9K+ 50.67% |
$2.09M - $2.4M
|
276K
$7.29M
|
|
|
Oct 31, 2024
Q3 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
57.2K+ 179.73% |
$1.29M - $1.48M
|
89K
$2.35M
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
46.9KNew |
$1.05M - $1.21M
|
46.9K
$1.24M
|
|
|
Oct 29, 2024
Q3 2024
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
40.2K+ 20.87% |
$904K - $1.04M
|
233K
$6.14M
|
|
|
Nov 04, 2024
Q3 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
37.6K+ 298.43% |
$847K - $972K
|
50.3K
$1.33M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
31.5K+ 10.54% |
$708K - $813K
|
330K
$8.71M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
25.5K+ 121.49% |
$573K - $658K
|
46.4K
$1.23M
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
20.9K+ 4.89% |
$470K - $540K
|
448K
$11.8M
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
12.5K+ 88.2% |
$280K - $322K
|
26.6K
$701K
|
|
|
Oct 28, 2024
Q3 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
12.2KNew |
$275K - $315K
|
12.2K
$322K
|
|
|
Oct 21, 2024
Q3 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
10.3K+ 4.99% |
$231K - $265K
|
216K
$5.69M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
10.2K+ 181.66% |
$230K - $264K
|
15.8K
$418K
|
|
|
Oct 09, 2024
Q3 2024
|
Guild Investment Management, Inc.
|
BUY
|
- |
9.7K+ 7.22% |
$218K - $251K
|
144K
$3.8M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
9.09K+ 1.22% |
$205K - $235K
|
756K
$20M
|
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
8.24KNew |
$185K - $213K
|
8.24K
$217K
|
|
|
Oct 15, 2024
Q3 2024
|
Rda Financial Network
|
BUY
|
- |
6.26K+ 39.51% |
$141K - $162K
|
22.1K
$584K
|
|
|
Nov 05, 2024
Q3 2024
|
Smart Money Group LLC
|
BUY
|
- |
4.83K+ 3.77% |
$109K - $125K
|
133K
$3.51M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
4KNew |
$90K - $103K
|
4K
$106K
|
|
|
Oct 17, 2024
Q3 2024
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
3.86K+ 15.46% |
$86.8K - $99.6K
|
28.8K
$760K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.8K+ 3.99% |
$85.5K - $98.2K
|
99K
$2.61M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.57K+ 1.47% |
$57.8K - $66.3K
|
177K
$4.67M
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
1.96KNew |
$44K - $50.5K
|
1.96K
$51.6K
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1.59K+ 32.71% |
$35.7K - $40.9K
|
6.43K
$170K
|
|
|
Oct 18, 2024
Q3 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
1.41K+ 10.54% |
$31.8K - $36.5K
|
14.8K
$391K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
1.23K+ 0.84% |
$27.7K - $31.8K
|
147K
$3.88M
|
|
|
Oct 07, 2024
Q3 2024
|
Security National Bank
|
BUY
|
- |
1.05K+ 2.13% |
$23.6K - $27K
|
50.3K
$1.33M
|
|
|
Nov 01, 2024
Q3 2024
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
980+ 8.88% |
$22.1K - $25.3K
|
12K
$317K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
509+ 1.15% |
$11.5K - $13.1K
|
44.6K
$1.18M
|
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
500+ 1.61% |
$11.3K - $12.9K
|
31.6K
$834K
|
|
|
Oct 28, 2024
Q3 2024
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
495+ 0.99% |
$11.1K - $12.8K
|
50.7K
$1.34M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
392+ 0.68% |
$8.82K - $10.1K
|
58.1K
$1.53M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
157+ 0.09% |
$3.53K - $4.06K
|
179K
$4.72M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
139+ 3.48% |
$3.13K - $3.59K
|
4.14K
$109K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
91New |
$2.05K - $2.35K
|
91
$2.4K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-150- 0.39% |
$3.38K - $3.87K
|
38K
$1M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.33K- 22.25% |
$29.9K - $34.3K
|
4.64K
$122K
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-1.65K- 3.81% |
$37.1K - $42.6K
|
41.6K
$1.1M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-2K- 16.31% |
$45K - $51.7K
|
10.3K
$271K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
SELL
|
- |
-3.5K- 18.39% |
$78.8K - $90.4K
|
15.5K
$410K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-4.16K- 1.63% |
$93.6K - $107K
|
252K
$6.64M
|
|
|
Oct 15, 2024
Q3 2024
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-5K- 11.9% |
$113K - $129K
|
37K
$976K
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-5.43K- 7.76% |
$122K - $140K
|
64.5K
$1.7M
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-9.27K- 10.21% |
$209K - $239K
|
81.6K
$2.15M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-10.2K- 4.32% |
$229K - $263K
|
225K
$5.94M
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-14K- 5.56% |
$316K - $363K
|
239K
$6.3M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-27.8K- 67.32% |
$625K - $718K
|
13.5K
$356K
|
|
|
Oct 08, 2024
Q3 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-70.5K- 1.58% |
$1.59M - $1.82M
|
4.39M
$116M
|
|
|
Oct 29, 2024
Q3 2024
|
Van Eck Associates Corp
|
SELL
|
- |
-79.5K- 8.98% |
$1.79M - $2.05M
|
806K
$21.3M
|