Lifeworks Advisors, LLC - VANECK MERK GOLD TR ownership

VANECK MERK GOLD TR's ticker is OUNZ and the CUSIP is 921078101. A total of 125 filers reported holding VANECK MERK GOLD TR in Q3 2023. The put-call ratio across all filers is 0.05 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 Q3 2023
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