Golden State Wealth Management, 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
Golden State Wealth Management, LLC ownership history of VANECK MERK GOLD TR
ValueSharesWeighting
Q1 2022$230,000
-7.3%
12,202
-12.6%
0.04%
+4.7%
Q4 2021$248,000
-5.3%
13,965
-9.0%
0.04%
-24.6%
Q3 2021$262,000
-44.8%
15,350
-44.4%
0.06%
-45.7%
Q2 2021$475,000
+4.6%
27,588
+1.0%
0.10%
-30.0%
Q1 2021$454,000
-10.3%
27,3080.0%0.15%
+2.0%
Q4 2020$506,000
+1388.2%
27,308
+1356.4%
0.15%
+1236.4%
Q3 2020$34,0001,8750.01%
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