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

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 $928M

More about OUNZ

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