Evercore Wealth Management, LLC Van Eck Merk Gold Trust Transaction History

Evercore Wealth Management, LLC

$6.37 Billion
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2018 Feb 13, 2019	SELL	$11.66 - $12.59 $874,733 - $944,501	-75,020 Closed	0 $0
Q3 2017 Nov 13, 2017	BUY	$12.63 - $13.3 $947,502 - $997,766	75,020	75,020 $948,000

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

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