Selective Wealth Management, Inc. Van Eck Merk Gold Trust Transaction History

Selective Wealth Management, Inc.

$239 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 20, 2022	SELL	$17.38 - $19.94 $1,129 - $1,296	-65 Closed	0 $0
Q4 2021 Jan 18, 2022	BUY	$17.05 - $18.16 $1,108 - $1,180	65 New	65 $1,000

Others Institutions Holding OUNZ

# of Institutions

163

Shares Held

21.7M

Call Options Held

31.5K

Put Options Held

23.4K

Morton Capital Management Llc/Ca Calabasas, CA

4.39M
Shares

$112 Million
21.96% of portfolio
Lpl Financial LLC Fort Mill, SC

1.96M
Shares

$49.9 Million
0.02% of portfolio
Cetera Investment Advisers Schaumburg, IL

1.55M
Shares

$39.5 Million
0.09% of portfolio
Pitcairn CO Jenkintown, PA

1.49M
Shares

$37.7 Million
2.27% of portfolio
Van Eck Associates Corp

806K
Shares

$20.5 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 $927M

More about OUNZ

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Selective Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Selective Wealth Management, Inc. with notifications on news.