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 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1New |
$15.8 - $17.7
|
1
$26.5
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
SELL
|
- |
-143- 0.86% |
$2.26K - $2.53K
|
16.4K
$435K
|
|
|
Feb 01, 2023
Q4 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-155- 0.68% |
$2.45K - $2.74K
|
22.5K
$595K
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
SELL
|
- |
-200- 1.61% |
$3.16K - $3.54K
|
12.2K
$323K
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-328- 8.3% |
$5.18K - $5.8K
|
3.63K
$95.9K
|
|
|
Mar 10, 2023
Q4 2022
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-331- 0.4% |
$5.23K - $5.86K
|
82.4K
$2.18M
|
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-489- 0.83% |
$7.72K - $8.65K
|
58.8K
$1.55M
|
|
|
Feb 13, 2023
Q4 2022
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-500- 3.59% |
$7.9K - $8.85K
|
13.4K
$355K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-529- 0.6% |
$8.35K - $9.36K
|
88.3K
$2.34M
|
|
|
Feb 02, 2023
Q4 2022
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-536- 0.28% |
$8.46K - $9.48K
|
193K
$5.12M
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-836- 7.25% |
$13.2K - $14.8K
|
10.7K
$283K
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-900- 33.0% |
$14.2K - $15.9K
|
1.83K
$48.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-1.91K- 6.98% |
$30.1K - $33.7K
|
25.4K
$671K
|
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.95K- 6.04% |
$30.8K - $34.5K
|
30.3K
$802K
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.47K- 2.34% |
$39K - $43.7K
|
103K
$2.74M
|
|
|
Jan 20, 2023
Q4 2022
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-2.6K- 5.05% |
$41.1K - $46K
|
48.8K
$1.29M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.89K- 73.01% |
$61.5K - $68.9K
|
1.44K
$38.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-4.66K- 0.37% |
$73.6K - $82.5K
|
1.26M
$33.3M
|
|
|
Feb 06, 2023
Q4 2022
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-5.2K- 38.01% |
$82.1K - $92K
|
8.48K
$224K
|
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-5.22K- 9.12% |
$82.4K - $92.3K
|
52K
$1.38M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.95K- 1.67% |
$94K - $105K
|
350K
$9.26M
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-6.14K- 9.73% |
$96.9K - $109K
|
57K
$1.51M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-6.35K- 2.55% |
$100K - $112K
|
243K
$6.42M
|
|
|
Feb 06, 2023
Q4 2022
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-7K- 35.24% |
$111K - $124K
|
12.9K
$340K
|
|
|
Feb 01, 2023
Q4 2022
|
Barber Financial Group, Inc.
|
SELL
|
- |
-8.31K- 3.43% |
$131K - $147K
|
234K
$6.19M
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
SELL
|
- |
-9.15K- 28.03% |
$144K - $162K
|
23.5K
$622K
|
|
|
Feb 09, 2023
Q4 2022
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-11K- 21.15% |
$174K - $195K
|
41K
$1.08M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-13.5K- 5.29% |
$214K - $239K
|
242K
$6.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-24K- 6.13% |
$380K - $425K
|
369K
$9.75M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-38K- 96.31% |
$600K - $672K
|
1.46K
$38.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-50.5K- 35.86% |
$797K - $893K
|
90.3K
$2.39M
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-61.8KClosed |
$976K - $1.09M
|
0
$0
|
|
|
Feb 08, 2023
Q4 2022
|
Van Eck Associates Corp
|
SELL
|
- |
-66.2K- 4.63% |
$1.05M - $1.17M
|
1.36M
$36.1M
|
|
|
Dec 05, 2023
Q4 2022
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-104K- 2.17% |
$1.65M - $1.85M
|
4.71M
$124M
|
|
|
Feb 13, 2023
Q4 2022
|
Merk Investments LLC
Menlo Park, CA |
SELL
|
- |
-292K- 94.25% |
$4.61M - $5.17M
|
17.8K
$471K
|