Purchases and Sales Made in Q4 2023 in Van Eck Merk Gold Trust (OUNZ)
This table provides information about the institutional ownership of Van Eck Merk Gold Trust (OUNZ) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
374KNew |
$6.59M - $7.52M
|
374K
$9.88M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
297KNew |
$5.23M - $5.97M
|
297K
$7.84M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
255KNew |
$4.49M - $5.13M
|
255K
$6.73M
|
|
|
Jan 22, 2024
Q4 2023
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
164KNew |
$2.89M - $3.3M
|
164K
$4.33M
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
152KNew |
$2.68M - $3.06M
|
152K
$4.01M
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
122K+ 96.87% |
$2.15M - $2.45M
|
248K
$6.54M
|
|
|
Jan 18, 2024
Q4 2023
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
54.6K+ 1.25% |
$962K - $1.1M
|
4.44M
$117M
|
|
|
Feb 14, 2024
Q4 2023
|
Crawford Fund Management, LLC
Boston, MA |
BUY
|
- |
52.9KNew |
$932K - $1.06M
|
52.9K
$1.4M
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
42K+ 206.9% |
$740K - $844K
|
62.3K
$1.64M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
31.6K+ 4.83% |
$557K - $635K
|
686K
$18.1M
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
26.9KNew |
$474K - $541K
|
26.9K
$711K
|
|
|
Feb 09, 2024
Q4 2023
|
Starfox Financial Services, LLC
The Woodlands, TX |
BUY
|
- |
26.5K+ 7.02% |
$466K - $532K
|
404K
$10.7M
|
|
|
Feb 06, 2024
Q4 2023
|
James Investment Research Inc
|
BUY
|
- |
20.6KNew |
$362K - $414K
|
20.6K
$543K
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
19K+ 8.09% |
$334K - $382K
|
254K
$6.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Security National Bank
|
BUY
|
- |
18.7K+ 127.58% |
$329K - $375K
|
33.3K
$879K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
17.4K+ 82.47% |
$307K - $350K
|
38.6K
$1.02M
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
15.6KNew |
$275K - $314K
|
15.6K
$412K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
14.6K+ 30.81% |
$257K - $294K
|
62K
$1.64M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
10.3K+ 3.61% |
$182K - $208K
|
297K
$7.83M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
10KNew |
$176K - $201K
|
10K
$264K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
9.01K+ 4.15% |
$159K - $181K
|
226K
$5.97M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
8.33KNew |
$147K - $167K
|
8.33K
$220K
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
8.1KNew |
$143K - $163K
|
8.1K
$214K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
6.6K+ 534.87% |
$116K - $133K
|
7.83K
$207K
|
|
|
Feb 12, 2024
Q4 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
6.09K+ 2.44% |
$107K - $122K
|
255K
$6.74M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
4.54K+ 295.51% |
$79.9K - $91.2K
|
6.08K
$160K
|
|
|
Feb 12, 2024
Q4 2023
|
Wms Partners, LLC
|
BUY
|
- |
2.67K+ 18.24% |
$47K - $53.7K
|
17.3K
$457K
|
|
|
Feb 09, 2024
Q4 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
2.31K+ 1.83% |
$40.6K - $46.4K
|
129K
$3.39M
|
|
|
Feb 07, 2024
Q4 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
2.03K+ 7.51% |
$35.7K - $40.7K
|
29K
$765K
|
|
|
Jan 29, 2024
Q4 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
2K+ 1.63% |
$35.2K - $40.2K
|
125K
$3.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.48K+ 4.96% |
$26K - $29.7K
|
31.3K
$825K
|
|
|
Feb 06, 2024
Q4 2023
|
Smart Money Group LLC
|
BUY
|
- |
1.22K+ 1.17% |
$21.5K - $24.5K
|
105K
$2.78M
|
|
|
Jan 30, 2024
Q4 2023
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
760+ 3.4% |
$13.4K - $15.3K
|
23.1K
$609K
|
|
|
Jan 22, 2024
Q4 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
600+ 2.41% |
$10.6K - $12.1K
|
25.5K
$673K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
406+ 0.44% |
$7.15K - $8.16K
|
92K
$2.43M
|
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
378New |
$6.66K - $7.6K
|
378
$9.98K
|
|
|
Jan 24, 2024
Q4 2023
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
361+ 0.25% |
$6.36K - $7.26K
|
148K
$3.89M
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
291New |
$5.12K - $5.85K
|
291
$7.68K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
238+ 0.7% |
$4.19K - $4.78K
|
34.4K
$909K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
29New |
$511 - $583
|
29
$765
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1New |
$17.6 - $20.1
|
1
$26.4
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-2- 0.1% |
$35.2 - $40.2
|
2.1K
$55.4K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-71- 0.14% |
$1.25K - $1.43K
|
49.8K
$1.31M
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-175- 1.65% |
$3.08K - $3.52K
|
10.4K
$275K
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-186- 78.81% |
$3.28K - $3.74K
|
50
$1.32K
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-203- 1.7% |
$3.57K - $4.08K
|
11.8K
$310K
|
|
|
Feb 02, 2024
Q4 2023
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-250- 1.12% |
$4.4K - $5.03K
|
22K
$580K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-254- 0.77% |
$4.47K - $5.11K
|
32.8K
$866K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-333- 8.81% |
$5.86K - $6.69K
|
3.45K
$90.9K
|