Lionsbridge Wealth Management LLC Van Eck Merk Gold Trust Transaction History

Lionsbridge Wealth Management LLC

$120 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Feb 08, 2021	SELL	$17.32 - $19.04 $862,847 - $948,534	-49,818 Closed	0 $0
Q3 2020 Oct 22, 2020	BUY	$17.31 - $20.13 $862,349 - $1 Million	49,818 New	49,818 $916,000

Others Institutions Holding OUNZ

# of Institutions

148

Shares Held

21.1M

Call Options Held

7.2K

Put Options Held

10.3K

Morton Capital Management Llc/Ca Calabasas, CA

4.46M
Shares

$115 Million
23.81% of portfolio
Lpl Financial LLC Fort Mill, SC

1.67M
Shares

$42.9 Million
0.02% of portfolio
Cetera Investment Advisers Schaumburg, IL

1.5M
Shares

$38.5 Million
0.08% of portfolio
Pitcairn CO Jenkintown, PA

1.47M
Shares

$37.8 Million
2.04% of portfolio
Van Eck Associates Corp

886K
Shares

$22.8 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 $939M

More about OUNZ

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