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Morton Capital Management LLC/CA → OUNZ
Morton Capital Management LLC/CA OUNZ Position History
VanEck Merk Gold Trust • Basic Materials
Quarters held
4
Latest value
$141.1M
Q3 2026
Peak value
$154.7M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $152.3M |
| Q1 2026 | $154.7M |
| Q2 2026 | $135.8M |
| Q3 2026 | $141.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $141.1M | 3.54M | — | — |
| Q2 2026 | $135.8M | 3.52M | — | — |
| Q1 2026 | $154.7M | 3.43M | — | — |
| Q4 2025 | $152.3M | 3.67M | — | — |