IFP Advisors, Inc - VANECK MERK GOLD TR ownership

VANECK MERK GOLD TR's ticker is OUNZ and the CUSIP is 921078101. A total of 120 filers reported holding VANECK MERK GOLD TR in Q1 2023. The put-call ratio across all filers is 0.45 and the average weighting 0.5%.

Quarter-by-quarter ownership
IFP Advisors, Inc ownership history of VANECK MERK GOLD TR
ValueSharesWeighting
Q3 2023$22,721
-64.4%
1,270
-68.8%
0.00%0.0%
Q2 2023$63,851
+553.1%
4,076
+430.7%
0.00%
Q1 2023$9,777
+27834.3%
768
-72.3%
0.00%
-100.0%
Q4 2022$35
-99.9%
2,768
+38.4%
0.00%0.0%
Q3 2022$25,0000.0%2,0000.0%0.00%0.0%
Q2 2022$25,0000.0%2,0000.0%0.00%
Q1 2022$25,0002,0000.00%
Q2 2021$000.00%
Q1 2021$000.00%
Q4 2020$000.00%
Q3 2020$000.00%
Q2 2020$000.00%
Q1 2020$000.00%
Q4 2019$000.00%
Q3 2019$0
-100.0%
0
-100.0%
0.00%
-100.0%
Q4 2018$146,000
+6.6%
11,600
-0.9%
0.01%
+50.0%
Q3 2018$137,000
-11.6%
11,700
-7.1%
0.01%
-14.3%
Q2 2018$155,000
+3.3%
12,600
+7.7%
0.01%0.0%
Q1 2018$150,0000.0%11,7000.0%0.01%0.0%
Q4 2017$150,000
-25.4%
11,700
-26.4%
0.01%
-12.5%
Q3 2017$201,000
+14.2%
15,900
+10.9%
0.01%
+14.3%
Q2 2017$176,000
+44.3%
14,333
+44.8%
0.01%
+40.0%
Q1 2017$122,000
+12100.0%
9,900
+9800.0%
0.01%
Q4 2016$1,0000.0%1000.0%0.00%
Q3 2016$1,0001000.00%
Other shareholders
VANECK MERK GOLD TR shareholders Q1 2023
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