Advocacy Wealth Management Services, LLC - VANECK MERK GOLD TR ownership

VANECK MERK GOLD TR's ticker is OUNZ and the CUSIP is 921078101. A total of 125 filers reported holding VANECK MERK GOLD TR in Q3 2023. The put-call ratio across all filers is 0.05 and the average weighting 0.5%.

Quarter-by-quarter ownership
Advocacy Wealth Management Services, LLC ownership history of VANECK MERK GOLD TR
ValueSharesWeighting
Q3 2022$6,000
-14.3%
3860.0%0.00%0.0%
Q2 2022$7,0000.0%3860.0%0.00%0.0%
Q1 2022$7,0000.0%3860.0%0.00%0.0%
Q4 2021$7,0000.0%3860.0%0.00%0.0%
Q3 2021$7,0000.0%3860.0%0.00%0.0%
Q2 2021$7,0000.0%3860.0%0.00%0.0%
Q4 2020$7,0000.0%3860.0%0.00%0.0%
Q3 2020$7,0000.0%3860.0%0.00%0.0%
Q2 2020$7,000
+16.7%
3860.0%0.00%0.0%
Q1 2020$6,0000.0%3860.0%0.00%
-50.0%
Q4 2019$6,0000.0%3860.0%0.00%
-50.0%
Q3 2019$6,000
+20.0%
3860.0%0.00%0.0%
Q2 2019$5,0000.0%3860.0%0.00%
-20.0%
Q1 2019$5,0000.0%3860.0%0.01%
+25.0%
Q4 2018$5,0000.0%3860.0%0.00%
+33.3%
Q3 2018$5,000
-50.0%
386
-50.0%
0.00%
-25.0%
Q3 2017$10,000
+100.0%
772
+100.0%
0.00%
+100.0%
Q2 2017$5,0000.0%3860.0%0.00%0.0%
Q1 2017$5,000
+25.0%
3860.0%0.00%
+100.0%
Q4 2016$4,0003860.00%
Other shareholders
VANECK MERK GOLD TR shareholders Q3 2023
NameSharesValueWeighting ↓
Morton Capital Management LLC/CA 4,382,472$78,402,43327.77%
Starfox Financial Services, LLC 377,244$7,273,2707.87%
Lifeworks Advisors, LLC 340,072$6,083,8812.37%
Capital Wealth Alliance, LLC 147,155$2,632,6031.98%
Samalin Investment Counsel, LLC 190,619$3,410,1741.96%
PITCAIRN CO 1,261,752$22,572,7431.92%
Euro Pacific Asset Management, LLC 357,873$6,5451.53%
SFG Wealth Management, LLC. 91,887$1,643,8581.31%
Pekin Hardy Strauss, Inc. 453,292$8,109,3941.28%
Terra Nova Asset Management LLC 55,695$1,035,9270.94%
View complete list of VANECK MERK GOLD TR shareholders