EverSource Wealth Advisors, LLC - VANECK MERK GOLD TR ownership

VANECK MERK GOLD TR's ticker is OUNZ and the CUSIP is 921078101. A total of 101 filers reported holding VANECK MERK GOLD TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
EverSource Wealth Advisors, LLC ownership history of VANECK MERK GOLD TR
ValueSharesWeighting
Q3 2023$191,226
-3.8%
10,6890.0%0.02%
-9.1%
Q2 2023$198,815
-2.6%
10,6890.0%0.02%
-12.0%
Q1 2023$204,160
+8.0%
10,6890.0%0.02%
-13.8%
Q4 2022$189,088
+1.7%
10,689
-7.3%
0.03%
-32.6%
Q3 2022$186,000
-7.9%
11,5250.0%0.04%
-17.3%
Q2 2022$202,000
-6.9%
11,5250.0%0.05%
-5.5%
Q1 2022$217,000
+93.8%
11,525
+82.8%
0.06%
+77.4%
Q4 2021$112,0006,3060.03%
Other shareholders
VANECK MERK GOLD TR shareholders Q4 2021
NameSharesValueWeighting ↓
Morton Capital Management LLC/CA 4,647,771$82,637,36433.44%
Merk Investments LLC 419,414$7,457,0005.10%
Lifeworks Advisors, LLC 299,184$5,319,0004.24%
SFG Wealth Management, LLC. 189,966$3,378,0003.00%
Starfox Financial Services, LLC 177,203$3,175,0002.77%
Orion Portfolio Solutions, LLC 3,491,464$62,078,0002.08%
Capital Wealth Alliance, LLC 150,786$2,680,0001.56%
Pekin Hardy Strauss, Inc. 556,318$9,891,0001.34%
Tower Wealth Partners, Inc. 61,713$1,097,0001.11%
Barber Financial Group, Inc. 489,688$8,707,0001.05%
View complete list of VANECK MERK GOLD TR shareholders