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 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
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 Q1 2023
NameSharesValueWeighting ↓
Morton Capital Management LLC/CA 4,810,648$77,595,75335.32%
Starfox Financial Services, LLC 361,131$5,825,0005.68%
Merk Investments LLC 309,904$4,999,0004.92%
Lifeworks Advisors, LLC 392,590$6,219,0003.54%
Orion Portfolio Solutions, LLC 3,477,489$56,092,0002.22%
PITCAIRN CO 1,264,880$20,403,0002.21%
Capital Wealth Alliance, LLC 154,989$2,499,0002.07%
SFG Wealth Management, LLC. 63,114$1,018,0001.38%
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 354,995$5,726,0001.20%
Pekin Hardy Strauss, Inc. 465,087$7,502,0001.20%
View complete list of VANECK MERK GOLD TR shareholders