Steward Partners Investment Advisory, LLC - 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
Steward Partners Investment Advisory, LLC ownership history of VANECK MERK GOLD TR
ValueSharesWeighting
Q3 2023$82,473
-1.5%
4,610
+2.4%
0.00%0.0%
Q2 2023$83,700
+36.9%
4,500
+40.6%
0.00%0.0%
Q1 2023$61,120
+8.0%
3,2000.0%0.00%0.0%
Q4 2022$56,608
+8.9%
3,2000.0%0.00%0.0%
Q3 2022$52,000
-16.1%
3,200
-9.5%
0.00%0.0%
Q2 2022$62,000
-4.6%
3,535
+2.9%
0.00%0.0%
Q1 2022$65,000
+80.6%
3,435
+68.8%
0.00%0.0%
Q4 2021$36,000
-40.0%
2,035
-42.4%
0.00%0.0%
Q3 2021$60,000
-3.2%
3,535
-1.1%
0.00%0.0%
Q2 2021$62,000
-99.9%
3,573
-33.5%
0.00%0.0%
Q1 2021$89,402,000
+27156.7%
5,376
-69.6%
0.00%
-85.7%
Q4 2020$328,000
+18.4%
17,698
+17.6%
0.01%0.0%
Q3 2020$277,000
+28.8%
15,048
+21.7%
0.01%
+16.7%
Q2 2020$215,000
+115.0%
12,360
+90.2%
0.01%
+50.0%
Q1 2020$100,000
+100.0%
6,500
+91.2%
0.00%
+300.0%
Q4 2019$50,0003,4000.00%
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