Sowell Financial Services LLC Van Eck Merk Gold Trust Transaction History

Sowell Financial Services LLC

$2.46 Billion
Q3 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 17, 2025	BUY	$25.41 - $30.14 $175,964 - $208,719	6,925 New	6,925 $208,000

Others Institutions Holding OUNZ

# of Institutions

241

Shares Held

29.4M

Call Options Held

17.5K

Put Options Held

100

Morton Capital Management Llc/Ca Calabasas, CA

3.76M
Shares

$148 Million
22.97% of portfolio
Lpl Financial LLC Fort Mill, SC

2.9M
Shares

$114 Million
0.03% of portfolio
Cetera Investment Advisers Schaumburg, IL

1.73M
Shares

$67.9 Million
0.08% of portfolio
Van Eck Associates Corp

1.46M
Shares

$57.3 Million
0.05% of portfolio
Envestnet Asset Management Inc

1.02M
Shares

$40.3 Million
0.01% of portfolio

About VanEck Merk Gold Trust

Ticker OUNZ
Exchange NYSE
Sector ETFs
Industry ETFs
Shares Outstandng 36,516,806
Market Cap $1.44B

More about OUNZ

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