PDS Planning, Inc - VANECK MERK GOLD TR ownership

VANECK MERK GOLD TR's ticker is OUNZ and the CUSIP is 921078101. A total of 129 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
PDS Planning, Inc ownership history of VANECK MERK GOLD TR
ValueSharesWeighting
Q2 2024$3,768,294
+4.6%
167,7780.0%0.38%
+0.3%
Q1 2024$3,603,871
+7.6%
167,7780.0%0.38%
-0.5%
Q4 2023$3,348,849
+11.6%
167,7780.0%0.38%
-1.8%
Q3 2023$3,001,548
-3.8%
167,7780.0%0.39%
-2.8%
Q2 2023$3,120,671
-2.6%
167,7780.0%0.40%
-9.7%
Q1 2023$3,204,560
+8.0%
167,7780.0%0.44%
-6.8%
Q4 2022$2,967,993
+9.7%
167,7780.0%0.47%
-3.9%
Q3 2022$2,706,000
-8.0%
167,7780.0%0.49%
-7.3%
Q2 2022$2,941,000
-6.9%
167,7780.0%0.53%
-4.3%
Q1 2022$3,159,000
+5.9%
167,7780.0%0.56%
-2.6%
Q4 2021$2,983,000
+4.0%
167,778
-0.0%
0.57%
-13.7%
Q3 2021$2,867,000
-0.9%
167,779
-0.1%
0.66%
-6.0%
Q2 2021$2,893,000
+3.5%
168,008
-0.1%
0.70%
-13.2%
Q1 2021$2,795,000
-10.2%
168,0950.0%0.81%
-24.1%
Q4 2020$3,113,000
+18.6%
168,095
+17.8%
1.07%0.0%
Q3 2020$2,625,000
-10.1%
142,728
-15.1%
1.07%
-19.3%
Q2 2020$2,921,000168,0951.32%
Other shareholders
VANECK MERK GOLD TR shareholders Q2 2023
NameSharesValueWeighting ↓
Morton Capital Management LLC/CA 4,339,363$80,712,15227.56%
Starfox Financial Services, LLC 364,386$6,777,5856.98%
SFG Wealth Management, LLC. 195,119$3,629,2153.04%
Ferguson Shapiro LLC 230,174$4,281,2312.80%
Lifeworks Advisors, LLC 348,024$6,473,2392.76%
Capital Wealth Alliance, LLC 152,984$2,845,5022.14%
PITCAIRN CO 1,275,218$23,719,0552.00%
Samalin Investment Counsel, LLC 186,944$3,477,1581.88%
Euro Pacific Asset Management, LLC 365,324$6,8171.49%
Terra Nova Asset Management LLC 55,695$1,035,9270.94%
View complete list of VANECK MERK GOLD TR shareholders