Lyell Wealth Management, LP Van Eck Merk Gold Trust Transaction History

Lyell Wealth Management, LP

  • $1.32 Billion
  • Q3 2025

A detailed history of Lyell Wealth Management, LP transactions in Van Eck Merk Gold Trust stock. As of the latest transaction made, Lyell Wealth Management, LP holds 76,495 shares of OUNZ stock, worth $3.01 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares
76,495
Previous 59,795 27.93%
Holding current value
$3.01 Million
Previous $1.91 Million 49.21%
% of portfolio
0.22%
Previous 0.15%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 06, 2025
BUY
$31.49 - $37.19 $525,883 - $621,073
16,700 Added 27.93%
76,495 $2.84 Million
Q1 2025

May 08, 2025
BUY
$25.41 - $30.14 $257,403 - $305,318
10,130 Added 20.4%
59,795 $1.8 Million
Q2 2024

Aug 08, 2024
BUY
$21.7 - $23.46 $389,515 - $421,107
17,950 Added 56.6%
49,665 $1.12 Million
Q1 2024

May 03, 2024
BUY
$19.26 - $21.48 $54,313 - $60,573
2,820 Added 9.76%
31,715 $681,000
Q2 2021

Aug 09, 2021
BUY
$16.82 - $18.58 $486,013 - $536,869
28,895 New
28,895 $498,000

Others Institutions Holding OUNZ

# of Institutions
239
Shares Held
29.5M
Call Options Held
17.5K
Put Options Held
100
View Full List

About VanEck Merk Gold Trust

OUNZ Quotes by TradingView
  • Ticker OUNZ
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
  • Shares Outstandng 36,516,806
  • Market Cap $1.44B
More about OUNZ
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