AWM
OUNZ icon

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

Avior Wealth Management’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
2023
Q4 		– Sell
-1,060
Closed -$19K – 1629
2023
Q3 		$19K Hold
1,060
– – ﹤0.01% 947
2023
Q2 		$19.7K Hold
1,060
– – ﹤0.01% 931
2023
Q1 		$20.2K Buy
+1,060
New +$19.4K ﹤0.01% 939
2022
Q2 		– Sell
-557
Closed -$10K – 1180
2022
Q1 		$10K Buy
+557
New +$10.2K ﹤0.01% 832

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
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
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PHS
Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 37.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
SFS
Starfox Financial Services The Woodlands, Texas $118M AUM 16.22% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return

Avior Wealth Management's OUNZ Position: Q4 2023 in Review

Avior Wealth Management sold out of VanEck Merk Gold Trust (OUNZ) in Q4 2023, closing a stake of 1,060 shares — an estimated $19K sold.

Avior Wealth Management first reported a position in OUNZ in Q1 2022 and held it in 4 quarters. The position peaked at $20.2K in Q1 2023. 128 funds tracked by Wall St. Rank hold OUNZ as of Q4 2023.

  • Avior Wealth Management reported no remaining VanEck Merk Gold Trust position as of Q4 2023 after selling out during the quarter.
  • Avior Wealth Management sold 1,060 VanEck Merk Gold Trust shares in Q4 2023, an estimated $19K.
  • Avior Wealth Management first reported a position in VanEck Merk Gold Trust in Q1 2022 and held it in 4 quarters.
  • Avior Wealth Management's VanEck Merk Gold Trust position peaked at $20.2K in Q1 2023.
  • 128 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q4 2023.

Based on Avior Wealth Management's 13F filing for Q4 2023, filed 30 Jan 2024.