Purchases and Sales Made in Q4 2022 in Van Eck Merk Gold Trust (OUNZ)
This table provides information about the institutional ownership of Van Eck Merk Gold Trust (OUNZ) during Q4 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 14, 2023
Q4 2022
|
Euro Pacific Asset Management, LLC
Dorado, PR |
BUY
|
- |
143K+ 93.65% |
$2.25M - $2.53M
|
295K
$7.3M
|
|
Feb 14, 2023
Q4 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
124KNew |
$1.95M - $2.18M
|
124K
$3.05M
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
114K+ 87.99% |
$1.79M - $2.01M
|
243K
$6M
|
|
Feb 10, 2023
Q4 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
91.3K+ 110.46% |
$1.44M - $1.61M
|
174K
$4.3M
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
81.2K+ 6.92% |
$1.28M - $1.44M
|
1.25M
$31M
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
57KNew |
$900K - $1.01M
|
57K
$1.41M
|
|
Feb 10, 2023
Q4 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
50.4KNew |
$796K - $892K
|
50.4K
$1.25M
|
|
Feb 14, 2023
Q4 2022
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
49.4K+ 13.91% |
$780K - $874K
|
404K
$10M
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
46K+ 12.72% |
$727K - $815K
|
408K
$10.1M
|
|
Jan 31, 2023
Q4 2022
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
36.8K+ 58.35% |
$582K - $651K
|
99.9K
$2.47M
|
|
Feb 02, 2023
Q4 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
35.4KNew |
$559K - $626K
|
35.4K
$875K
|
|
Feb 13, 2023
Q4 2022
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
20.3K+ 4.36% |
$320K - $359K
|
485K
$12M
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
19.5K+ 20.32% |
$308K - $346K
|
116K
$2.86M
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
16.9K+ 70.82% |
$267K - $299K
|
40.8K
$1.01M
|
|
Jan 24, 2023
Q4 2022
|
Smart Money Group LLC
|
BUY
|
- |
13.6K+ 19.41% |
$214K - $240K
|
83.4K
$2.06M
|
|
Jan 19, 2023
Q4 2022
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
12.9KNew |
$204K - $228K
|
12.9K
$319K
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
11.9KNew |
$188K - $211K
|
11.9K
$295K
|
|
Jan 25, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
11.7KNew |
$184K - $206K
|
11.7K
$288K
|
|
Feb 10, 2023
Q4 2022
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
11.1KNew |
$175K - $196K
|
11.1K
$273K
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
10.8KNew |
$170K - $190K
|
10.8K
$266K
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
10.2KNew |
$162K - $181K
|
10.2K
$253K
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
6.64K+ 44.44% |
$105K - $117K
|
21.6K
$533K
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
6.36KNew |
$100K - $112K
|
6.36K
$157K
|
|
Jan 31, 2023
Q4 2022
|
Wespac Advisors, LLC
|
BUY
|
- |
6.18K+ 15.29% |
$97.5K - $109K
|
46.6K
$1.15M
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.71K+ 11.64% |
$58.5K - $65.5K
|
35.5K
$878K
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
3KNew |
$47.4K - $53.1K
|
3K
$74.2K
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
2.85KNew |
$45K - $50.5K
|
2.85K
$70.5K
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
1.82KNew |
$28.7K - $32.2K
|
1.82K
$44.9K
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.8K+ 0.85% |
$28.4K - $31.8K
|
213K
$5.26M
|
|
Feb 07, 2023
Q4 2022
|
Starfox Financial Services, LLC
The Woodlands, TX |
BUY
|
- |
1.79K+ 0.5% |
$28.2K - $31.6K
|
363K
$8.97M
|
|
Jan 25, 2023
Q4 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
1.42K+ 3.29% |
$22.4K - $25.1K
|
44.6K
$1.1M
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.4KNew |
$22K - $24.7K
|
1.4K
$34.5K
|
|
Jan 17, 2023
Q4 2022
|
Veracity Capital LLC
|
BUY
|
- |
926+ 6.51% |
$14.6K - $16.4K
|
15.1K
$374K
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
919New |
$14.5K - $16.3K
|
919
$22.7K
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
768+ 38.4% |
$12.1K - $13.6K
|
2.77K
$68.4K
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
486+ 0.78% |
$7.67K - $8.6K
|
62.8K
$1.55M
|
|
Feb 09, 2023
Q4 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
408+ 3.97% |
$6.44K - $7.22K
|
10.7K
$264K
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
394New |
$6.22K - $6.97K
|
394
$9.74K
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
351New |
$5.54K - $6.21K
|
351
$8.68K
|
|
Jan 31, 2023
Q4 2022
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
322+ 0.56% |
$5.08K - $5.7K
|
58.1K
$1.44M
|
|
Jan 11, 2023
Q4 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
300+ 21.43% |
$4.74K - $5.31K
|
1.7K
$42K
|
|
Feb 06, 2023
Q4 2022
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
250+ 0.3% |
$3.95K - $4.42K
|
84.5K
$2.09M
|
|
Feb 13, 2023
Q4 2022
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
236+ 0.6% |
$3.73K - $4.17K
|
39.7K
$981K
|
|
Feb 06, 2023
Q4 2022
|
New Square Capital LLC
|
BUY
|
- |
180+ 0.15% |
$2.84K - $3.18K
|
124K
$3.06M
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
100New |
$1.58K - $1.77K
|
100
$2.47K
|
|
Feb 07, 2023
Q4 2022
|
Cutler Group LP
|
BUY
|
- |
100New |
$1.58K - $1.77K
|
100
$2.47K
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
99+ 8.73% |
$1.56K - $1.75K
|
1.23K
$30.5K
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
22+ 0.07% |
$347 - $389
|
32.6K
$805K
|
|
Jan 25, 2023
Q4 2022
|
Shufro Rose & CO LLC
|
BUY
|
- |
18+ 0.08% |
$284 - $318
|
22K
$545K
|
|
Feb 01, 2023
Q4 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
2+ 0.09% |
$31.6 - $35.4
|
2.16K
$53.3K
|