Lionsbridge Wealth Management LLC Van Eck Merk Gold Trust Transaction History

Lionsbridge Wealth Management LLC

$114 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Feb 08, 2021	SELL	$17.32 - $19.04 $862,847 - $948,534	-49,818 Closed	0 $0
Q3 2020 Oct 22, 2020	BUY	$17.31 - $20.13 $862,349 - $1 Million	49,818 New	49,818 $916,000

Others Institutions Holding OUNZ

# of Institutions

163

Shares Held

21.7M

Call Options Held

31.5K

Put Options Held

23.4K

Morton Capital Management Llc/Ca Calabasas, CA

4.39M
Shares

$109 Million
21.96% of portfolio
Lpl Financial LLC Fort Mill, SC

1.96M
Shares

$48.5 Million
0.02% of portfolio
Cetera Investment Advisers Schaumburg, IL

1.55M
Shares

$38.4 Million
0.09% of portfolio
Pitcairn CO Jenkintown, PA

1.49M
Shares

$36.7 Million
2.27% of portfolio
Van Eck Associates Corp

806K
Shares

$19.9 Million
0.03% of portfolio

About VanEck Merk Gold Trust

Ticker OUNZ
Exchange NYSE
Sector ETFs
Industry ETFs
Shares Outstandng 36,516,806
Market Cap $903M

More about OUNZ

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