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Avantax Advisory Services’s VanEck Merk Gold Trust OUNZ Stock Holding History

Avantax Advisory 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
2021
Q2 		– Sell
-16,526
Closed -$274K – 1156
2021
Q1 		$274K Buy
16,526
+4,567
+38% +$79.8K 0.01% 847
2020
Q4 		$221K Hold
11,959
– – 0.01% 843
2020
Q3 		$220K Buy
+11,959
New +$223K ﹤0.01% 1183

Other funds holding OUNZ

P
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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 $314M AUM 74.91% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
WPIC
White Pine Investment Company Livonia, Michigan $469M AUM 19.3% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Avantax Advisory Services's OUNZ Position: Q2 2021 in Review

Avantax Advisory Services sold out of VanEck Merk Gold Trust (OUNZ) in Q2 2021, closing a stake of 16,526 shares — an estimated $274K sold.

Avantax Advisory Services first reported a position in OUNZ in Q3 2020 and held it in 3 quarters. The position peaked at $274K in Q1 2021. 91 funds tracked by Wall St. Rank hold OUNZ as of Q2 2021.

  • Avantax Advisory Services reported no remaining VanEck Merk Gold Trust position as of Q2 2021 after selling out during the quarter.
  • Avantax Advisory Services sold 16,526 VanEck Merk Gold Trust shares in Q2 2021, an estimated $274K.
  • Avantax Advisory Services first reported a position in VanEck Merk Gold Trust in Q3 2020 and held it in 3 quarters.
  • Avantax Advisory Services's VanEck Merk Gold Trust position peaked at $274K in Q1 2021.
  • 91 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q2 2021.

Based on Avantax Advisory Services's 13F filing for Q2 2021, filed 29 Jul 2021.