Morton Capital Management LLC/CA - 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
Morton Capital Management LLC/CA ownership history of VANECK MERK GOLD TR
ValueSharesWeighting
Q3 2023$78,402,433
-2.9%
4,382,472
+1.0%
27.77%
+0.8%
Q2 2023$80,712,152
-3.3%
4,339,363
-0.7%
27.56%
-6.7%
Q1 2023$83,475,042
+0.3%
4,370,421
-7.1%
29.53%
-9.1%
Q4 2022$83,253,794
+7.3%
4,706,263
-2.2%
32.50%
-8.0%
Q3 2022$77,595,753
-6.2%
4,810,648
+1.9%
35.32%
-2.0%
Q2 2022$82,749,664
-8.8%
4,720,460
-2.0%
36.04%
-3.2%
Q1 2022$90,720,769
+9.8%
4,817,885
+3.7%
37.22%
+11.3%
Q4 2021$82,637,3644,647,77133.44%
Other shareholders
VANECK MERK GOLD TR shareholders Q3 2023
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