LYELL WEALTH MANAGEMENT, LP - 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
LYELL WEALTH MANAGEMENT, LP ownership history of VANECK MERK GOLD TR
ValueSharesWeighting
Q3 2023$516,932
-3.8%
28,8950.0%0.07%
+1.4%
Q2 2023$537,447
-2.6%
28,8950.0%0.07%
-10.4%
Q1 2023$551,895
+8.0%
28,8950.0%0.08%
-4.9%
Q4 2022$511,153
+9.7%
28,8950.0%0.08%
+2.5%
Q3 2022$466,000
-8.1%
28,8950.0%0.08%
-4.8%
Q2 2022$507,000
-6.8%
28,8950.0%0.08%
+18.6%
Q1 2022$544,000
+5.8%
28,8950.0%0.07%
+18.6%
Q4 2021$514,000
+4.0%
28,8950.0%0.06%
-1.7%
Q3 2021$494,000
-0.8%
28,8950.0%0.06%
-3.2%
Q2 2021$498,00028,8950.06%
Other shareholders
VANECK MERK GOLD TR shareholders Q1 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