Advocacy Wealth Management Services’s VanEck Merk Gold Trust OUNZ Stock Holding History

Advocacy Wealth Management Services’s Portfolio OUNZ Stock Details OUNZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-386	Closed	-$6K	–	103
2022 Q3	$6K	Hold	386	–	–	﹤0.01%	103
2022 Q2	$7K	Hold	386	–	–	﹤0.01%	105
2022 Q1	$7K	Hold	386	–	–	﹤0.01%	114
2021 Q4	$7K	Hold	386	–	–	﹤0.01%	128
2021 Q3	$7K	Hold	386	–	–	﹤0.01%	127
2021 Q2	$7K	Buy	+386	New	+$6.82K	﹤0.01%	145
2021 Q1	–	Sell	-386	Closed	-$7K	–	146
2020 Q4	$7K	Hold	386	–	–	﹤0.01%	123
2020 Q3	$7K	Hold	386	–	–	﹤0.01%	120
2020 Q2	$7K	Hold	386	–	–	﹤0.01%	115
2020 Q1	$6K	Hold	386	–	–	﹤0.01%	107
2019 Q4	$6K	Hold	386	–	–	﹤0.01%	130
2019 Q3	$6K	Hold	386	–	–	﹤0.01%	134
2019 Q2	$5K	Hold	386	–	–	﹤0.01%	152
2019 Q1	$5K	Hold	386	–	–	0.01%	113
2018 Q4	$5K	Hold	386	–	–	﹤0.01%	139
2018 Q3	$5K	Buy	+386	New	+$4.6K	﹤0.01%	155
2017 Q4	–	Sell	-772	Closed	-$10K	–	241
2017 Q3	$10K	Buy	772 +386	+100%	+$4.87K	﹤0.01%	194
2017 Q2	$5K	Hold	386	–	–	﹤0.01%	231
2017 Q1	$5K	Hold	386	–	–	﹤0.01%	257
2016 Q4	$4K	Buy	+386	New	+$4.65K	﹤0.01%	260

Other funds holding OUNZ

MCM

Morton Capital Management Calabasas, California $731M AUM 20.62% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PHS

Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 37.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

KAM

Knightsbridge Asset Management Newport Beach, California $762M AUM 59.13% 1-Year Est. Return

Lifeworks Advisors Grand Rapids, Michigan $955M AUM 37.71% 1-Year Est. Return

SFS

Starfox Financial Services The Woodlands, Texas $118M AUM 16.22% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Advocacy Wealth Management Services's OUNZ Position: Q4 2022 in Review

Advocacy Wealth Management Services sold out of VanEck Merk Gold Trust (OUNZ) in Q4 2022, closing a stake of 386 shares — an estimated $6K sold.

Advocacy Wealth Management Services first reported a position in OUNZ in Q4 2016 and held it in 20 quarters. The position peaked at $10K in Q3 2017. 115 funds tracked by Wall St. Rank hold OUNZ as of Q4 2022.

Advocacy Wealth Management Services reported no remaining VanEck Merk Gold Trust position as of Q4 2022 after selling out during the quarter.
Advocacy Wealth Management Services sold 386 VanEck Merk Gold Trust shares in Q4 2022, an estimated $6K.
Advocacy Wealth Management Services first reported a position in VanEck Merk Gold Trust in Q4 2016 and held it in 20 quarters.
Advocacy Wealth Management Services's VanEck Merk Gold Trust position peaked at $10K in Q3 2017.
115 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q4 2022.

Based on Advocacy Wealth Management Services's 13F filing for Q4 2022, filed 27 Jan 2023.