Forum Financial Management, LP Van Eck Merk Gold Trust Transaction History
Forum Financial Management, LP
- $6.44 Billion
- Q3 2025
A detailed history of Forum Financial Management, LP transactions in Van Eck Merk Gold Trust stock. As of the latest transaction made, Forum Financial Management, LP holds 160,123 shares of OUNZ stock, worth $6.3 Million. This represents 0.09% of its overall portfolio holdings.
Number of Shares
160,123
Previous 160,123
-0.0%
Holding current value
$6.3 Million
Previous $5.11 Million
16.61%
% of portfolio
0.09%
Previous 0.09%
Shares
2 transactions
Others Institutions Holding OUNZ
# of Institutions
239Shares Held
29.5MCall Options Held
17.5KPut Options Held
100-
Morton Capital Management Llc/Ca Calabasas, CA3.76MShares$148 Million22.97% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.9MShares$114 Million0.03% of portfolio
-
Cetera Investment Advisers Schaumburg, IL1.73MShares$67.9 Million0.08% of portfolio
-
Van Eck Associates Corp1.46MShares$57.3 Million0.05% of portfolio
-
Envestnet Asset Management Inc1.02MShares$40.3 Million0.01% of portfolio
About VanEck Merk Gold Trust
- Ticker OUNZ
- Exchange NYSE
- Sector ETFs
- Industry ETFs
- Shares Outstandng 36,516,806
- Market Cap $1.44B