EP Wealth Advisors »

Van Eck Merk Gold Tr gold shares owned by EP Wealth Advisors

Quarter-by-quarter ownership of Van Eck Merk Gold Tr gold (OUNZ) shares owned by EP Wealth Advisors from 13F filings

Historical chart of EP Wealth Advisors investment in Van Eck Merk Gold Tr gold

Tip: Access up to 7 years of quarterly data

All positions including Van Eck Merk Gold Tr gold held by EP Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Van Eck Merk Gold Tr gold by EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.6M 62k 25.39
2024-06-30 $1.4M 62k 22.46
2024-03-31 $1.3M 62k 21.48
2023-12-31 $1.2M 62k 19.96
2023-09-30 $363k 20k 17.89

More positions owned by EP Wealth Advisors

Vanguard Index Fds Growth Etf (VUG)
Apple (AAPL)
Vanguard Index Fds Value Etf (VTV)
Microsoft Corporation (MSFT)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Amazon (AMZN)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Advisor Managed Portfolios Cornercap Fundam (FUNL)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Core Us Aggbd Et (AGG)

View all positions for EP Wealth Advisors

Top funds holding Van Eck Merk Gold Tr gold

Morton Capital Management
LPL Financial
Cetera Investment Advisers
Pitcairn Company
Van Eck Associates Corp.
Envestnet Asset Management
Wealth Enhancement Advisory Services
Modern Wealth Management
Euro Pacific Asset Management
Wealthstar Advisors
Pekin, Singer Strauss Asset Management
Mml Investors Services
HighTower Advisors
Raymond James Financial Services Advisors
Silver Oak Securities

View all funds holding Van Eck Merk Gold Tr gold