WEALTHSOURCE PARTNERS, 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
WEALTHSOURCE PARTNERS, LLC ownership history of VANECK MERK GOLD TR
ValueSharesWeighting
Q3 2023$892,139
-1.3%
49,868
+2.6%
0.06%
+1.7%
Q2 2023$904,332
-4.0%
48,620
-1.4%
0.06%
-6.2%
Q1 2023$941,554
+2.3%
49,296
-5.2%
0.06%
-1.5%
Q4 2022$920,145
-0.3%
52,015
-9.1%
0.06%
-4.4%
Q3 2022$923,000
-3.9%
57,235
+4.5%
0.07%
-2.9%
Q2 2022$960,000
-13.6%
54,777
-7.1%
0.07%
-6.7%
Q1 2022$1,111,000
+4.6%
58,981
-1.2%
0.08%
-11.8%
Q4 2021$1,062,000
+0.1%
59,713
-3.8%
0.08%
-8.6%
Q3 2021$1,061,000
+4.2%
62,087
+5.1%
0.09%
+3.3%
Q2 2021$1,018,000
-0.3%
59,092
-3.7%
0.09%
-11.8%
Q1 2021$1,021,000
-3.5%
61,366
+7.4%
0.10%
-17.1%
Q4 2020$1,058,000
-2.0%
57,132
-2.7%
0.12%
-14.6%
Q3 2020$1,080,000
+5.8%
58,705
-0.0%
0.14%
-2.0%
Q2 2020$1,021,000
+13.1%
58,727
+0.1%
0.15%
+3.5%
Q1 2020$903,000
-5.9%
58,649
-9.3%
0.14%
+12.7%
Q4 2019$960,000
+3.2%
64,668
+0.3%
0.13%
-9.4%
Q3 2019$930,000
+3.1%
64,495
-1.2%
0.14%
-2.1%
Q2 2019$902,000
+14.9%
65,251
+5.3%
0.14%
-19.8%
Q1 2019$785,000
+14.6%
61,961
+13.9%
0.18%
-10.2%
Q4 2018$685,000
+12.3%
54,401
+4.4%
0.20%
+23.9%
Q3 2018$610,000
-1.3%
52,111
+3.8%
0.16%
-8.1%
Q2 2018$618,000
-9.4%
50,216
-3.9%
0.17%
+51.8%
Q1 2018$682,00052,2330.11%
Other shareholders
VANECK MERK GOLD TR shareholders Q3 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