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 112 filers reported holding VANECK MERK GOLD TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.6%.

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 Q2 2022
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