WESPAC Advisors, 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
WESPAC Advisors, LLC ownership history of VANECK MERK GOLD TR
ValueSharesWeighting
Q3 2023$943,465
-3.8%
52,7370.0%0.71%
-10.2%
Q2 2023$980,908
-2.6%
52,7370.0%0.79%
-17.1%
Q1 2023$1,007,277
+22.3%
52,737
+13.3%
0.95%
-33.5%
Q4 2022$823,664
+26.5%
46,561
+15.3%
1.43%
+62.8%
Q3 2022$651,000
-12.9%
40,385
-5.2%
0.88%
+54.0%
Q2 2022$747,000
-1.7%
42,585
+5.4%
0.57%
-30.8%
Q1 2022$760,000
+5.8%
40,3850.0%0.82%
+70.9%
Q4 2021$718,000
+4.1%
40,3850.0%0.48%
+13.2%
Q3 2021$690,000
+2.7%
40,3850.0%0.42%
-15.3%
Q1 2021$672,000
-10.2%
40,3850.0%0.50%
-13.0%
Q4 2020$748,000
+0.7%
40,3850.0%0.58%
-37.3%
Q3 2020$743,000
+7.2%
40,385
+1.3%
0.92%
+17.0%
Q2 2020$693,000
+12.9%
39,8850.0%0.79%
-46.6%
Q1 2020$614,000
-11.1%
39,885
-14.3%
1.47%
+117.6%
Q4 2019$691,000
-23.1%
46,533
-25.3%
0.68%
-24.4%
Q3 2019$898,000
+16.8%
62,293
+11.9%
0.90%
+55.9%
Q2 2019$769,00055,6450.57%
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