OSAIC HOLDINGS, INC. - 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
OSAIC HOLDINGS, INC. ownership history of VANECK MERK GOLD TR
ValueSharesWeighting
Q3 2023$5,809,464
+85.1%
324,739
+92.5%
0.01%
+50.0%
Q2 2023$3,138,002
+145.3%
168,708
+152.2%
0.01%
+200.0%
Q1 2023$1,279,064
-70.2%
66,885
-72.4%
0.00%
-77.8%
Q4 2022$4,292,250
+6.9%
242,663
-2.5%
0.01%0.0%
Q3 2022$4,017,000
+11.0%
249,011
+20.6%
0.01%
+12.5%
Q2 2022$3,620,000
-45.1%
206,526
-38.0%
0.01%
-38.5%
Q1 2022$6,592,000
+28.3%
333,343
+15.4%
0.01%
+30.0%
Q4 2021$5,137,000
+5.2%
288,974
+1.2%
0.01%0.0%
Q3 2021$4,881,000
+162.6%
285,583
+164.4%
0.01%
+150.0%
Q2 2021$1,859,000
-10.8%
108,001
-13.8%
0.00%
-20.0%
Q1 2021$2,084,000
-15.5%
125,280
-5.9%
0.01%
-28.6%
Q4 2020$2,465,000
+3.9%
133,103
+3.2%
0.01%0.0%
Q3 2020$2,372,000
+43.8%
128,964
+36.0%
0.01%
+16.7%
Q2 2020$1,649,000
+21.9%
94,839
-23.4%
0.01%0.0%
Q1 2020$1,353,000123,8120.01%
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