Live Oak Investment Partners Van Eck Merk Gold Trust Transaction History

Live Oak Investment Partners

$123 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Jul 13, 2023	BUY	$18.47 - $19.85 $15,440 - $16,594	836 New	836 $15,000

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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