BRWA
OUNZ icon

B. Riley Wealth Advisors’s VanEck Merk Gold Trust OUNZ Stock Holding History

B. Riley Wealth Advisors’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
Q1 		– Sell
-26,934
Closed -$538K – 1498
2023
Q4 		$538K Buy
+26,934
New +$515K 0.01% 774

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 $377B AUM 19.32% 1-Year Est. Return
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return
SFS
Starfox Financial Services The Woodlands, Texas $118M AUM 16.22% 1-Year Est. Return
PHS
Pekin Hardy Strauss Chicago, Illinois $957M AUM 44.61% 1-Year Est. Return

B. Riley Wealth Advisors's OUNZ Position: Q1 2024 in Review

B. Riley Wealth Advisors sold out of VanEck Merk Gold Trust (OUNZ) in Q1 2024, closing a stake of 26,934 shares — an estimated $538K sold.

B. Riley Wealth Advisors first reported a position in OUNZ in Q4 2023 and held it in 1 quarter. The position peaked at $538K in Q4 2023. 123 funds tracked by Wall St. Rank hold OUNZ as of Q1 2024.

  • B. Riley Wealth Advisors reported no remaining VanEck Merk Gold Trust position as of Q1 2024 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 26,934 VanEck Merk Gold Trust shares in Q1 2024, an estimated $538K.
  • B. Riley Wealth Advisors first reported a position in VanEck Merk Gold Trust in Q4 2023 and held it in 1 quarter.
  • B. Riley Wealth Advisors's VanEck Merk Gold Trust position peaked at $538K in Q4 2023.
  • 123 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q1 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2024, filed 16 May 2024.