Baltimore-Washington Financial Advisors, Inc. - VANECK MERK GOLD TR ownership

VANECK MERK GOLD TR's ticker is OUNZ and the CUSIP is 921078101. A total of 116 filers reported holding VANECK MERK GOLD TR in Q4 2022. The put-call ratio across all filers is 0.00 and the average weighting 0.6%.

Quarter-by-quarter ownership
Baltimore-Washington Financial Advisors, Inc. ownership history of VANECK MERK GOLD TR
ValueSharesWeighting
Q3 2023$352,576
+5.3%
19,708
+9.5%
0.03%
+7.4%
Q2 2023$334,800
+0.7%
18,000
+3.4%
0.03%
-6.9%
Q1 2023$332,340
+18.7%
17,400
+8.8%
0.03%
+20.8%
Q3 2022$280,0000.0%16,0000.0%0.02%
-20.0%
Q2 2022$280,00016,0000.03%
Other shareholders
VANECK MERK GOLD TR shareholders Q4 2022
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