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

Foresight Wealth Management, LLC

$6.98 Billion
Q4 2022

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2020 Oct 19, 2020	SELL	$17.31 - $20.13 $206,923 - $240,634	-11,954 Closed	0 $0
Q2 2020 Jul 15, 2020	BUY	$15.53 - $17.38 $185,645 - $207,760	11,954 New	11,954 $208,000

Others Institutions Holding OUNZ

# of Institutions

199

Shares Held

26.2M

Call Options Held

2.5K

Put Options Held

4.5K

Morton Capital Management Llc/Ca Calabasas, CA

4.16M
Shares

$133 Million
24.24% of portfolio
Lpl Financial LLC Fort Mill, SC

2.66M
Shares

$85 Million
0.03% of portfolio
Cetera Investment Advisers Schaumburg, IL

1.66M
Shares

$53 Million
0.1% of portfolio
Pitcairn CO Jenkintown, PA

1.56M
Shares

$49.8 Million
2.88% of portfolio
Van Eck Associates Corp

871K
Shares

$27.9 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 $1.17B

More about OUNZ

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