HM PAYSON & CO - 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
HM PAYSON & CO ownership history of VANECK MERK GOLD TR
ValueSharesWeighting
Q3 2023$151,690
-3.8%
8,4790.0%0.00%0.0%
Q2 2023$157,710
-2.6%
8,4790.0%0.00%0.0%
Q1 2023$161,949
+8.0%
8,4790.0%0.00%0.0%
Q4 2022$149,994
-32.1%
8,479
-38.0%
0.00%
-33.3%
Q3 2022$221,000
+18.2%
13,679
+28.4%
0.01%
+20.0%
Q2 2022$187,000
-7.0%
10,6540.0%0.01%0.0%
Q1 2022$201,000
+6.3%
10,6540.0%0.01%
+25.0%
Q4 2021$189,000
+3.8%
10,6540.0%0.00%0.0%
Q3 2021$182,000
-0.5%
10,6540.0%0.00%0.0%
Q2 2021$183,000
+3.4%
10,6540.0%0.00%
-20.0%
Q1 2021$177,000
-10.2%
10,6540.0%0.01%0.0%
Q4 2020$197,00010,6540.01%
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