Coastal Investment Advisors, Inc. Van Eck Merk Gold Trust Transaction History

Coastal Investment Advisors, Inc.

$478 Million
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 Apr 23, 2020	SELL	$14.34 - $16.39 $49,860 - $56,988	-3,477 Closed	0 $0
Q2 2019 Aug 01, 2019	BUY	$12.46 - $13.94 $43,323 - $48,469	3,477 New	3,477 $48,000

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

$105 Million
26.27% of portfolio
Lpl Financial LLC Fort Mill, SC

1.59M
Shares

$36.8 Million
0.02% of portfolio
Pitcairn CO Jenkintown, PA

1.29M
Shares

$29.9 Million
1.82% of portfolio
Van Eck Associates Corp

908K
Shares

$20.9 Million
0.03% of portfolio
Cetera Investment Advisers Schaumburg, IL

736K
Shares

$17 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 $843M

More about OUNZ

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Coastal Investment Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Coastal Investment Advisors, Inc. with notifications on news.