Skip to main content

Morton Capital Management LLC/CA

Position in OUNZ — VanEck Merk Gold ETF

CIK 2002628 CALABASAS, CA

Position in OUNZ

as of Mar 31, 2026 · filed Apr 21, 2026
Position Value
$154,666,200
+$2,375,699 QoQ
Shares Held
3,433,212
-6.5% QoQ
Ownership
5.33%
of shares outstanding
% of Portfolio
57.62%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Common Shares in OUNZ Over Time

Shares Held

Position Value (USD)

All Filings in OUNZ

Export CSV
18 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $154,666,200 3,433,212
2025-12-31 $152,290,501 3,671,420
2025-09-30 $139,987,845 3,764,126
2025-06-30 $123,673,501 3,878,128
2025-03-31 $125,493,797 4,163,696
2024-12-31 $107,959,502 4,267,174
2024-09-30 $111,573,079 4,394,371
2024-06-30 $100,281,047 4,464,873
2024-03-31 $97,285,132 4,529,103
2023-12-31 $88,564,855 4,437,117
2023-09-30 $78,402,424 4,382,472
2023-06-30 $80,712,151 4,339,363
2023-03-31 $83,475,041 4,370,421
2022-12-31 $83,253,792 4,706,263
2022-09-30 $77,595,752 4,810,648
2022-06-30 $82,749,663 4,720,460
2022-03-31 $90,720,774 4,817,885
2021-12-31 $82,637,368 4,647,771