AAG
OUNZ icon

Armstrong Advisory Group’s VanEck Merk Gold Trust OUNZ Stock Holding History

Armstrong Advisory Group’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
2024
Q4 		– Sell
-1,956
Closed -$49.7K – 855
2024
Q3 		$49.7K Buy
+1,956
New +$46.8K ﹤0.01% 372

Other funds holding OUNZ

MCM
Morton Capital Management Calabasas, California $731M AUM 20.62% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Armstrong Advisory Group's OUNZ Position: Q4 2024 in Review

Armstrong Advisory Group sold out of VanEck Merk Gold Trust (OUNZ) in Q4 2024, closing a stake of 1,956 shares — an estimated $49.7K sold.

Armstrong Advisory Group first reported a position in OUNZ in Q3 2024 and held it in 1 quarter. The position peaked at $49.7K in Q3 2024. 162 funds tracked by Wall St. Rank hold OUNZ as of Q4 2024.

  • Armstrong Advisory Group reported no remaining VanEck Merk Gold Trust position as of Q4 2024 after selling out during the quarter.
  • Armstrong Advisory Group sold 1,956 VanEck Merk Gold Trust shares in Q4 2024, an estimated $49.7K.
  • Armstrong Advisory Group first reported a position in VanEck Merk Gold Trust in Q3 2024 and held it in 1 quarter.
  • Armstrong Advisory Group's VanEck Merk Gold Trust position peaked at $49.7K in Q3 2024.
  • 162 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q4 2024.

Based on Armstrong Advisory Group's 13F filing for Q4 2024, filed 14 Jan 2025.