Lifeworks Advisors, LLC - VANECK MERK GOLD TR ownership

VANECK MERK GOLD TR's ticker is OUNZ and the CUSIP is 921078101. A total of 127 filers reported holding VANECK MERK GOLD TR in Q2 2023. The put-call ratio across all filers is 1.11 and the average weighting 0.5%.

Quarter-by-quarter ownership
Lifeworks Advisors, LLC ownership history of VANECK MERK GOLD TR
ValueSharesWeighting
Q3 2023$6,083,881
-6.0%
340,072
-2.3%
2.37%
-14.1%
Q2 2023$6,473,239
-8.1%
348,024
-5.6%
2.76%
-17.1%
Q1 2023$7,043,660
+8.0%
368,778
+0.1%
3.33%
-9.4%
Q4 2022$6,519,526
+4.8%
368,543
-6.1%
3.67%
+3.8%
Q3 2022$6,219,000
+2.2%
392,590
+13.1%
3.54%
-8.3%
Q2 2022$6,085,000
-0.7%
347,106
+6.7%
3.86%
-4.7%
Q1 2022$6,128,000
+15.2%
325,422
+8.8%
4.05%
-4.5%
Q4 2021$5,319,000299,1844.24%
Other shareholders
VANECK MERK GOLD TR shareholders Q2 2023
NameSharesValueWeighting ↓
Merk Investments LLC 414,726$7,088,0005.37%
Orion Portfolio Solutions, LLC 3,491,464$59,669,0002.19%
White Pine Investment CO 264,975$4,528,0001.58%
Capital Wealth Alliance, LLC 146,456$2,520,0001.53%
PITCAIRN CO 1,096,620$18,741,0001.30%
Pekin Hardy Strauss, Inc. 528,688$9,035,0001.29%
Tower Wealth Partners, Inc. 61,601$1,053,0001.11%
Barber Financial Group, Inc. 466,089$7,965,0001.03%
Brinker Capital Investments, LLC 3,491,464$59,669,0000.94%
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 147,364$2,518,0000.89%
View complete list of VANECK MERK GOLD TR shareholders