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 116 filers reported holding VANECK MERK GOLD TR in Q4 2022. The put-call ratio across all filers is 0.00 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 Q4 2022
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