Ep Wealth Advisors, LLC Van Eck Merk Gold Trust Transaction History

Ep Wealth Advisors, LLC

  • $12 Billion
  • Q1 2025

A detailed history of Ep Wealth Advisors, LLC transactions in Van Eck Merk Gold Trust stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 62,591 shares of OUNZ stock, worth $2 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
62,591
Previous 62,300 0.47%
Holding current value
$2 Million
Previous $1.58 Million 19.67%
% of portfolio
0.02%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
BUY
$25.41 - $30.14 $7,394 - $8,770
291 Added 0.47%
62,591 $1.89 Million
Q4 2023

Feb 28, 2024
BUY
$17.61 - $20.1 $739,620 - $844,200
42,000 Added 206.9%
62,300 $1.24 Million
Q3 2023

Nov 22, 2023
BUY
$17.89 - $19.16 $363,167 - $388,948
20,300 New
20,300 $363,000

Others Institutions Holding OUNZ

# of Institutions
207
Shares Held
26.4M
Call Options Held
69.9K
Put Options Held
6.4K
View Full List

About VanEck Merk Gold Trust

OUNZ Quotes by TradingView
  • Ticker OUNZ
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
  • Shares Outstandng 36,516,806
  • Market Cap $1.17B
More about OUNZ
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