Purchases and Sales Made in Q4 2021 in Van Eck Merk Gold Trust (OUNZ)
This table provides information about the institutional ownership of Van Eck Merk Gold Trust (OUNZ) during Q4 2021. 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 14, 2022
Q4 2021
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
50+ 0.41% |
$853 - $908
|
12.3K
$325K
|
|
|
Feb 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1New |
$17.1 - $18.2
|
1
$26.5
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 25, 2022
Q4 2021
|
Pds Planning, Inc
|
SELL
|
- |
-1- -0.0% |
$17.1 - $18.2
|
168K
$4.44M
|
|
|
Jan 27, 2022
Q4 2021
|
Shufro Rose & CO LLC
|
SELL
|
- |
-11- 0.05% |
$188 - $200
|
22.2K
$587K
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
SELL
|
- |
-182Closed |
$3.1K - $3.31K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Group One Trading, L.P.
Chicago, IL |
SELL
|
- |
-300Closed |
$5.12K - $5.45K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-345Closed |
$5.88K - $6.27K
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Cutler Group LP
|
SELL
|
- |
-600Closed |
$10.2K - $10.9K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1K- 1.35% |
$17.1K - $18.2K
|
73.3K
$1.94M
|
|
|
Feb 11, 2022
Q4 2021
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-1.08K- 7.1% |
$18.4K - $19.6K
|
14.1K
$373K
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.5K- 42.43% |
$25.6K - $27.2K
|
2.04K
$53.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Private Portfolio Partners LLC
|
SELL
|
- |
-1.67K- 11.79% |
$28.4K - $30.3K
|
12.5K
$330K
|
|
|
Mar 14, 2023
Q4 2021
|
Private Portfolio Partners LLC
|
SELL
|
- |
-1.67K- 11.79% |
$28.4K - $30.3K
|
12.5K
$330K
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.72K- 0.26% |
$29.3K - $31.2K
|
656K
$17.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
SELL
|
- |
-1.84K- 9.46% |
$31.3K - $33.4K
|
17.6K
$465K
|
|
|
Jan 31, 2022
Q4 2021
|
Raymond James Trust N.A.
|
SELL
|
- |
-2.01K- 16.55% |
$34.3K - $36.5K
|
10.1K
$268K
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthsource Partners, LLC
|
SELL
|
- |
-2.37K- 3.82% |
$40.5K - $43.1K
|
59.7K
$1.58M
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.45K- 58.63% |
$41.7K - $44.5K
|
1.73K
$45.7K
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-4.93K- 48.03% |
$84K - $89.5K
|
5.33K
$141K
|
|
|
Jan 31, 2022
Q4 2021
|
Veracity Capital LLC
|
SELL
|
- |
-5.1K- 18.12% |
$87K - $92.7K
|
23.1K
$610K
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
SELL
|
- |
-5.23K- 25.04% |
$89.1K - $94.9K
|
15.6K
$414K
|
|
|
Mar 08, 2022
Q4 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-5.6KClosed |
$95.5K - $102K
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-6.49K- 11.35% |
$111K - $118K
|
50.7K
$1.34M
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-8.46KClosed |
$144K - $154K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
SELL
|
- |
-8.53K- 72.86% |
$145K - $155K
|
3.18K
$84.1K
|
|
|
Jan 21, 2022
Q4 2021
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-15.1KClosed |
$257K - $274K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-18.4KClosed |
$313K - $333K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Titus Wealth Management
Larskpur, CA |
SELL
|
- |
-20.7KClosed |
$354K - $377K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-23.9KClosed |
$407K - $434K
|
0
$0
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-24.2K- 20.99% |
$413K - $440K
|
91.1K
$2.41M
|
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-28.6K- 44.17% |
$487K - $519K
|
36.1K
$956K
|
|
|
Feb 14, 2022
Q4 2021
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-35.8KClosed |
$610K - $650K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-36.2K- 11.26% |
$618K - $658K
|
286K
$7.56M
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-50.5KClosed |
$862K - $918K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
SELL
|
- |
-54.8K- 37.19% |
$934K - $995K
|
92.6K
$2.45M
|
|
|
Feb 14, 2022
Q4 2021
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-108KClosed |
$1.84M - $1.96M
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
White Pine Investment CO
|
SELL
|
- |
-151K- 56.95% |
$2.57M - $2.74M
|
114K
$3.02M
|
|
|
Feb 14, 2022
Q4 2021
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-215K- 19.63% |
$3.67M - $3.91M
|
881K
$23.3M
|