Sterling Investment Advisors, Ltd. - VANECK MERK GOLD TR ownership

VANECK MERK GOLD TR's ticker is OUNZ and the CUSIP is 921078101. A total of 87 filers reported holding VANECK MERK GOLD TR in Q4 2020. The put-call ratio across all filers is 0.02 and the average weighting 0.2%.

Quarter-by-quarter ownership
Sterling Investment Advisors, Ltd. ownership history of VANECK MERK GOLD TR
ValueSharesWeighting
Q2 2023$1,780,020
+8.9%
95,700
+11.8%
0.59%
+6.9%
Q1 2023$1,634,960
+9.4%
85,600
+1.3%
0.55%
+3.0%
Q4 2022$1,494,363
+10.0%
84,475
+0.3%
0.54%
+5.1%
Q3 2022$1,359,000
-1.8%
84,225
+6.7%
0.51%
+6.9%
Q2 2022$1,384,000
-63.3%
78,925
-60.6%
0.48%
-55.5%
Q1 2022$3,772,000
+21.6%
200,340
+14.8%
1.07%
+22.4%
Q4 2021$3,103,000
+11.1%
174,515
+6.8%
0.87%
+5.3%
Q3 2021$2,792,000
+5.9%
163,365
+6.7%
0.83%
+7.7%
Q2 2021$2,636,000
+14.1%
153,090
+10.2%
0.77%
+3.4%
Q1 2021$2,311,000
+19.5%
138,965
+33.1%
0.75%
+13.5%
Q4 2020$1,934,000
+20.6%
104,415
+19.8%
0.66%
+6.5%
Q3 2020$1,603,000
+58.6%
87,190
+49.8%
0.62%
+47.3%
Q2 2020$1,011,00058,2000.42%
Other shareholders
VANECK MERK GOLD TR shareholders Q4 2020
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