Geneos Wealth Management Inc. - VANECK MERK GOLD TR ownership

VANECK MERK GOLD TR's ticker is OUNZ and the CUSIP is 921078101. A total of 94 filers reported holding VANECK MERK GOLD TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Geneos Wealth Management Inc. ownership history of VANECK MERK GOLD TR
ValueSharesWeighting
Q3 2023$31,486
-3.8%
1,7600.0%0.00%0.0%
Q2 2023$32,736
-3.3%
1,760
-0.7%
0.00%0.0%
Q1 2023$33,845
+8.0%
1,7720.0%0.00%0.0%
Q4 2022$31,347
+12.0%
1,7720.0%0.00%0.0%
Q3 2022$28,000
-49.1%
1,772
-44.1%
0.00%
-33.3%
Q2 2022$55,000
-6.8%
3,1720.0%0.00%0.0%
Q1 2022$59,000
+5.4%
3,1720.0%0.00%
+50.0%
Q4 2021$56,000
+3.7%
3,1720.0%0.00%0.0%
Q3 2021$54,000
-14.3%
3,172
-13.6%
0.00%0.0%
Q2 2021$63,000
+61.5%
3,672
+61.6%
0.00%
+100.0%
Q1 2021$39,000
+2.6%
2,2720.0%0.00%
-50.0%
Q4 2020$38,000
+111.1%
2,272
+124.5%
0.00%
+100.0%
Q3 2020$18,000
-35.7%
1,012
-39.3%
0.00%
-50.0%
Q2 2020$28,000
+7.7%
1,6660.0%0.00%0.0%
Q1 2020$26,000
+85.7%
1,666
+66.6%
0.00%
+100.0%
Q4 2019$14,0000.0%1,0000.0%0.00%0.0%
Q3 2019$14,000
-30.0%
1,000
-31.0%
0.00%0.0%
Q2 2019$20,000
+11.1%
1,4500.0%0.00%0.0%
Q1 2019$18,000
+63.6%
1,450
+52.6%
0.00%0.0%
Q4 2018$11,0000.0%9500.0%0.00%0.0%
Q3 2018$11,000
+83.3%
950
+90.0%
0.00%
Q2 2018$6,000
-84.6%
500
-83.3%
0.00%
-100.0%
Q1 2018$39,000
-11.4%
3,000
-13.0%
0.00%
-25.0%
Q4 2017$44,000
+2.3%
3,4500.0%0.00%0.0%
Q3 2017$43,000
+2.4%
3,4500.0%0.00%0.0%
Q2 2017$42,0000.0%3,4500.0%0.00%0.0%
Q1 2017$42,000
+23.5%
3,450
+15.0%
0.00%0.0%
Q4 2016$34,000
+6.2%
3,000
+20.0%
0.00%0.0%
Q3 2016$32,000
-3.0%
2,5000.0%0.00%
-20.0%
Q2 2016$33,000
+10.0%
2,5000.0%0.01%0.0%
Q1 2016$30,0002,5000.01%
Other shareholders
VANECK MERK GOLD TR shareholders Q3 2021
NameSharesValueWeighting ↓
Morton Capital Management LLC/CA 4,382,472$78,402,43327.77%
Starfox Financial Services, LLC 377,244$7,273,2707.87%
Lifeworks Advisors, LLC 340,072$6,083,8812.37%
Capital Wealth Alliance, LLC 147,155$2,632,6031.98%
Samalin Investment Counsel, LLC 190,619$3,410,1741.96%
PITCAIRN CO 1,261,752$22,572,7431.92%
Euro Pacific Asset Management, LLC 357,873$6,5451.53%
SFG Wealth Management, LLC. 91,887$1,643,8581.31%
Pekin Hardy Strauss, Inc. 453,292$8,109,3941.28%
Terra Nova Asset Management LLC 55,695$1,035,9270.94%
View complete list of VANECK MERK GOLD TR shareholders