AWS
OUNZ icon

Atria Wealth Solutions’s VanEck Merk Gold Trust OUNZ Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		– Sell
-20,950
Closed -$631K – 1771
2025
Q1 		$631K Buy
+20,950
New +$579K 0.01% 1084
2022
Q4 		– Sell
-61,812
Closed -$997K – 1864
2022
Q3 		$997K Sell
61,812
-781
-1% -$13.1K 0.02% 712
2022
Q2 		$1.1M Sell
62,593
-2,860
-4% -$52K 0.02% 654
2022
Q1 		$1.23M Buy
+65,453
New +$1.2M 0.02% 642

Other funds holding OUNZ

MCM
Morton Capital Management Calabasas, California $672M AUM 25.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return