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 94 filers reported holding VANECK MERK GOLD TR in Q3 2021. The put-call ratio across all filers is - 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 Q3 2021
NameSharesValueWeighting ↓
Morton Capital Management LLC/CA 4,647,771$82,637,36433.44%
Merk Investments LLC 419,414$7,457,0005.10%
Lifeworks Advisors, LLC 299,184$5,319,0004.24%
SFG Wealth Management, LLC. 189,966$3,378,0003.00%
Starfox Financial Services, LLC 177,203$3,175,0002.77%
Orion Portfolio Solutions, LLC 3,491,464$62,078,0002.08%
Capital Wealth Alliance, LLC 150,786$2,680,0001.56%
Pekin Hardy Strauss, Inc. 556,318$9,891,0001.34%
Tower Wealth Partners, Inc. 61,713$1,097,0001.11%
Barber Financial Group, Inc. 489,688$8,707,0001.05%
View complete list of VANECK MERK GOLD TR shareholders