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 1 filers reported holding VANECK MERK GOLD TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.

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 2023
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