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Ameritas Investment Company’s VanEck Merk Gold Trust OUNZ Stock Holding History

Ameritas Investment Company’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
2021
Q3 		$743K Buy
43,450
+5,952
+16% +$104K 0.03% 326
2021
Q2 		$646K Buy
+37,498
New +$662K 0.03% 365
2021
Q1 		– Sell
-23,196
Closed -$430K – 2262
2020
Q4 		$430K Buy
+23,196
New +$424K 0.08% 241

Other funds holding OUNZ

BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PHS
Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 37.36% 1-Year Est. Return
BFG
Barber Financial Group Lenexa, Kansas $567M AUM 5.25% 1-Year Est. Return
MI
Merk Investments Menlo Park, California $368M AUM 152.26% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Ameritas Investment Company's OUNZ Position: Q3 2021 in Review

Ameritas Investment Company increased its VanEck Merk Gold Trust (OUNZ) stake by 16% in Q3 2021, buying an estimated $104K and bringing the position to 43,450 shares worth $743K. The position accounts for 0.03% of the portfolio, ranked #326.

Ameritas Investment Company first reported a position in OUNZ in Q4 2020 and has held it in 3 quarters since. 94 funds tracked by Wall St. Rank hold OUNZ as of Q3 2021.

  • Ameritas Investment Company held 43,450 shares of VanEck Merk Gold Trust worth $743K as of Q3 2021.
  • Ameritas Investment Company bought 5,952 VanEck Merk Gold Trust shares in Q3 2021, an estimated $104K.
  • VanEck Merk Gold Trust made up 0.03% of Ameritas Investment Company's portfolio in Q3 2021, its #326 holding.
  • Ameritas Investment Company first reported a position in VanEck Merk Gold Trust in Q4 2020 and has held it in 3 quarters since.
  • 94 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q3 2021.

Based on Ameritas Investment Company's 13F filing for Q3 2021, filed 12 Nov 2021.