BFG
OUNZ icon

Barber Financial Group’s VanEck Merk Gold Trust OUNZ Stock Holding History

Barber Financial Group’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
Q1 		$4.58M Buy
239,972
+5,837
+2% +$107K 0.81% 20
2022
Q4 		$4.14M Sell
234,135
-8,307
-3% -$139K 1.15% 17
2022
Q3 		$3.91M Sell
242,442
-598
-0.2% -$10K 1.14% 14
2022
Q2 		$4.26M Sell
243,040
-139,295
-36% -$2.53M 0.7% 18
2022
Q1 		$7.2M Sell
382,335
-107,353
-22% -$1.96M 0.96% 20
2021
Q4 		$8.71M Buy
489,688
+23,599
+5% +$412K 1.05% 21
2021
Q3 		$7.96M Buy
466,089
+40,591
+10% +$707K 1.03% 26
2021
Q2 		$7.33M Buy
425,498
+14,935
+4% +$264K 1% 23
2021
Q1 		$6.83M Buy
410,563
+57,997
+16% +$1.01M 1% 21
2020
Q4 		$6.53M Buy
352,566
+277,751
+371% +$5.08M 1.19% 20
2020
Q3 		$1.38M Buy
+74,815
New +$1.4M 0.3% 46

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
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
PHS
Pekin Hardy Strauss Chicago, Illinois $957M AUM 44.61% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SFS
Starfox Financial Services The Woodlands, Texas $118M AUM 16.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LA
Lifeworks Advisors Grand Rapids, Michigan $779M AUM 21.25% 1-Year Est. Return