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 05, 2024
Q4 2023
|
Shufro Rose & CO LLC
|
SELL
|
- |
-348- 1.47% |
$6.13K - $6.99K
|
23.3K
$616K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-355- 2.28% |
$6.25K - $7.14K
|
15.2K
$403K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-551- 0.97% |
$9.7K - $11.1K
|
56.5K
$1.49M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-652- 0.18% |
$11.5K - $13.1K
|
363K
$9.59M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-775- 61.02% |
$13.6K - $15.6K
|
495
$13.1K
|
|
|
Jan 23, 2024
Q4 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-804- 1.82% |
$14.2K - $16.2K
|
43.3K
$1.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-958- 52.7% |
$16.9K - $19.3K
|
860
$22.7K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-1.57K- 13.01% |
$27.7K - $31.6K
|
10.5K
$278K
|
|
|
Jan 22, 2024
Q4 2023
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-2.3K- 4.12% |
$40.5K - $46.2K
|
53.5K
$1.42M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.52K- 13.8% |
$44.4K - $50.7K
|
15.8K
$417K
|
|
|
Feb 13, 2024
Q4 2023
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
SELL
|
- |
-3.28K- 8.2% |
$57.7K - $65.9K
|
36.7K
$971K
|
|
|
Jan 19, 2024
Q4 2023
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-3.92K- 4.27% |
$69K - $78.8K
|
88K
$2.33M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-4.64K- 53.62% |
$81.7K - $93.2K
|
4.01K
$106K
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-4.87K- 13.49% |
$85.8K - $97.9K
|
31.3K
$827K
|
|
|
Feb 12, 2024
Q4 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-4.97K- 1.46% |
$87.4K - $99.8K
|
335K
$8.86M
|
|
|
Feb 14, 2024
Q4 2023
|
Merk Investments LLC
Menlo Park, CA |
SELL
|
- |
-6.35K- 28.38% |
$112K - $128K
|
16K
$424K
|
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-8.11K- 13.97% |
$143K - $163K
|
50K
$1.32M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-10.5K- 2.04% |
$185K - $211K
|
505K
$13.4M
|
|
|
Jan 31, 2024
Q4 2023
|
Euro Pacific Asset Management, LLC
Dorado, PR |
SELL
|
- |
-11.1K- 3.1% |
$195K - $223K
|
347K
$9.17M
|
|
|
Feb 05, 2024
Q4 2023
|
Van Eck Associates Corp
|
SELL
|
- |
-12.9K- 1.4% |
$228K - $260K
|
915K
$24.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-13.8K- 16.68% |
$242K - $277K
|
68.8K
$1.82M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-14.1K- 8.05% |
$248K - $283K
|
161K
$4.25M
|
|
|
Feb 05, 2024
Q4 2023
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-19.2K- 4.22% |
$337K - $385K
|
434K
$11.5M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-22.9K- 10.71% |
$404K - $461K
|
191K
$5.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-34.7K- 2.75% |
$611K - $698K
|
1.23M
$32.5M
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-36.8K- 67.63% |
$649K - $741K
|
17.6K
$466K
|
|
|
Feb 14, 2024
Q4 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-38.1K- 19.97% |
$670K - $765K
|
153K
$4.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-43.5K- 14.64% |
$766K - $875K
|
254K
$6.71M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-64.4K- 73.93% |
$1.13M - $1.29M
|
22.7K
$601K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-81.8K- 5.18% |
$1.44M - $1.64M
|
1.5M
$39.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-104K- 80.96% |
$1.84M - $2.1M
|
24.5K
$649K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-112K- 21.59% |
$1.98M - $2.26M
|
408K
$10.8M
|
|
|
Jul 22, 2024
Q4 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-116KClosed |
$2.04M - $2.33M
|
0
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-155K- 47.75% |
$2.73M - $3.12M
|
170K
$4.49M
|