Cadence Wealth Management LLC Van Eck Merk Gold Trust Transaction History

Cadence Wealth Management LLC

$97.1 Million
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 15, 2022	SELL	$17.53 - $19.23 $8.46 Million - $9.28 Million	-482,517 Closed	0 $0
Q1 2022 May 16, 2022	BUY	$17.38 - $19.94 $8.39 Million - $9.62 Million	482,517 New	482,517 $18.5 Million

Others Institutions Holding OUNZ

# of Institutions

130

Shares Held

18.5M

Call Options Held

8.5K

Put Options Held

700

Morton Capital Management Llc/Ca Calabasas, CA

4.53M
Shares

$102 Million
26.27% of portfolio
Lpl Financial LLC Fort Mill, SC

1.59M
Shares

$35.8 Million
0.02% of portfolio
Pitcairn CO Jenkintown, PA

1.29M
Shares

$29.1 Million
1.82% of portfolio
Van Eck Associates Corp

908K
Shares

$20.4 Million
0.03% of portfolio
Cetera Investment Advisers Schaumburg, IL

736K
Shares

$16.5 Million
0.04% of portfolio

About VanEck Merk Gold Trust

Ticker OUNZ
Exchange NYSE
Sector ETFs
Industry ETFs
Shares Outstandng 36,516,806
Market Cap $820M

More about OUNZ

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