Vision Point Advisory Group, LLC Van Eck Merk Gold Trust Transaction History

Vision Point Advisory Group, LLC

$275 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 01, 2024	BUY	$21.7 - $23.46 $29,837 - $32,257	1,375 New	1,375 $30,000

Others Institutions Holding OUNZ

# of Institutions

154

Shares Held

21.3M

Call Options Held

32.2K

Put Options Held

11.3K

Morton Capital Management Llc/Ca Calabasas, CA

4.39M
Shares

$116 Million
21.96% of portfolio
Lpl Financial LLC Fort Mill, SC

1.67M
Shares

$44.1 Million
0.02% of portfolio
Cetera Investment Advisers Schaumburg, IL

1.5M
Shares

$39.5 Million
0.08% of portfolio
Pitcairn CO Jenkintown, PA

1.47M
Shares

$38.9 Million
2.04% of portfolio
Van Eck Associates Corp

806K
Shares

$21.3 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 $966M

More about OUNZ

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Vision Point Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Vision Point Advisory Group, LLC with notifications on news.