Baltimore-Washington Financial Advisors’s VanEck Merk Gold Trust OUNZ Stock Holding History

Baltimore-Washington Financial 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	-19,708	Closed	-$393K	–	143
2023 Q4	$393K	Hold	19,708	–	–	0.03%	113
2023 Q3	$353K	Buy	19,708 +1,708	+9%	+$31.9K	0.03%	119
2023 Q2	$335K	Buy	18,000 +600	+3%	+$11.5K	0.03%	115
2023 Q1	$332K	Buy	+17,400	New	+$319K	0.03%	114
2022 Q4	–	Sell	-16,000	Closed	-$280K	–	141
2022 Q3	$280K	Hold	16,000	–	–	0.02%	129
2022 Q2	$280K	Buy	+16,000	New	+$291K	0.03%	107

Other funds holding OUNZ

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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

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return

Starfox Financial Services The Woodlands, Texas $118M AUM 16.22% 1-Year Est. Return

Pekin Hardy Strauss Chicago, Illinois $957M AUM 44.61% 1-Year Est. Return