Avidian Wealth Solutions, LLC - VANECK MERK GOLD TR ownership

VANECK MERK GOLD TR's ticker is OUNZ and the CUSIP is 921078101. A total of 87 filers reported holding VANECK MERK GOLD TR in Q4 2020. The put-call ratio across all filers is 0.02 and the average weighting 0.2%.

Quarter-by-quarter ownership
Avidian Wealth Solutions, LLC ownership history of VANECK MERK GOLD TR
ValueSharesWeighting
Q1 2023$365,135
+8.0%
19,1170.0%0.02%
-9.1%
Q4 2022$338,180
+9.8%
19,1170.0%0.02%0.0%
Q3 2022$308,000
-8.1%
19,1170.0%0.02%
-8.3%
Q2 2022$335,000
-6.9%
19,1170.0%0.02%
+9.1%
Q1 2022$360,000
+5.9%
19,1170.0%0.02%
+4.8%
Q4 2021$340,000
+4.0%
19,1170.0%0.02%
-16.0%
Q3 2021$327,000
-0.6%
19,1170.0%0.02%0.0%
Q2 2021$329,000
-6.0%
19,117
-9.1%
0.02%
-16.7%
Q1 2021$350,000
-10.3%
21,0340.0%0.03%
-18.9%
Q4 2020$390,000
+7.7%
21,034
+6.9%
0.04%
+32.1%
Q3 2020$362,000
+5.8%
19,6840.0%0.03%
-39.1%
Q2 2020$342,000
+109.8%
19,684
+48.4%
0.05%
-25.8%
Q1 2017$163,000
-49.2%
13,260
-53.0%
0.06%
-55.7%
Q4 2016$321,000
-98.9%
28,205
-98.8%
0.14%
-98.8%
Q3 2016$29,494,000
+0.5%
2,260,066
+1.1%
11.96%
+12.0%
Q2 2016$29,348,0002,235,90010.68%
Other shareholders
VANECK MERK GOLD TR shareholders Q4 2020
NameSharesValueWeighting ↓
Morton Capital Management LLC/CA 4,817,885$90,720,76937.22%
Cadence Wealth Management LLC 482,517$18,505,00014.20%
Starfox Financial Services, LLC 363,938$6,496,0005.14%
Lifeworks Advisors, LLC 325,422$6,128,0004.05%
Merk Investments LLC 374,799$7,057,0003.93%
SFG Wealth Management, LLC. 221,791$4,176,0003.92%
Orion Portfolio Solutions, LLC 3,484,022$65,604,0002.30%
Capital Wealth Alliance, LLC 154,914$2,917,0001.73%
PITCAIRN CO 881,000$16,589,0001.44%
Pekin Hardy Strauss, Inc. 559,728$10,540,0001.31%
View complete list of VANECK MERK GOLD TR shareholders