SFG Wealth Management, LLC. - VANECK MERK GOLD TR ownership

VANECK MERK GOLD TR's ticker is OUNZ and the CUSIP is 921078101. A total of 1 filers reported holding VANECK MERK GOLD TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
SFG Wealth Management, LLC. ownership history of VANECK MERK GOLD TR
ValueSharesWeighting
Q3 2023$1,643,858
-54.7%
91,887
-52.9%
1.31%
-57.1%
Q2 2023$3,629,215
+41.4%
195,119
+45.2%
3.04%
+7.0%
Q1 2023$2,565,943
+45.1%
134,342
+34.4%
2.84%
+30.2%
Q4 2022$1,767,974
+73.7%
99,942
+58.4%
2.18%
+58.5%
Q3 2022$1,018,000
-58.5%
63,114
-54.9%
1.38%
-51.8%
Q2 2022$2,453,000
-41.3%
139,953
-36.9%
2.86%
-27.0%
Q1 2022$4,176,000
+23.6%
221,791
+16.8%
3.92%
+30.4%
Q4 2021$3,378,000189,9663.00%
Other shareholders
VANECK MERK GOLD TR shareholders Q4 2023
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