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Benjamin F. Edwards & Company’s VanEck Merk Gold Trust OUNZ Stock Holding History

Benjamin F. Edwards & Company’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
Q2 		$109K Hold
4,836
– – ﹤0.01% 1087
2024
Q1 		$104K Sell
4,836
-1,239
-20% -$24.8K ﹤0.01% 1085
2023
Q4 		$122K Buy
6,075
+4,539
+296% +$86.8K ﹤0.01% 1014
2023
Q3 		$27K Hold
1,536
– – ﹤0.01% 1192
2023
Q2 		$29K Buy
1,536
+617
+67% +$11.8K ﹤0.01% 1198
2023
Q1 		$18K Hold
919
– – ﹤0.01% 1291
2022
Q4 		$16K Buy
+919
New +$15.4K ﹤0.01% 1323

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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return
WA
Wealthstar Advisors Plano, Texas $343M AUM 49.94% 1-Year Est. Return

Benjamin F. Edwards & Company's OUNZ Position: Q2 2024 in Review

Benjamin F. Edwards & Company held its VanEck Merk Gold Trust (OUNZ) position steady in Q2 2024 at 4,836 shares worth $109K. The position accounts for ﹤0.01% of the portfolio, ranked #1087.

Benjamin F. Edwards & Company first reported a position in OUNZ in Q4 2022 and has held it in 7 quarters since. The position peaked at $122K in Q4 2023. 137 funds tracked by Wall St. Rank hold OUNZ as of Q2 2024.

  • Benjamin F. Edwards & Company held 4,836 shares of VanEck Merk Gold Trust worth $109K as of Q2 2024.
  • Benjamin F. Edwards & Company left its VanEck Merk Gold Trust share count unchanged in Q2 2024.
  • VanEck Merk Gold Trust made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #1087 holding.
  • Benjamin F. Edwards & Company first reported a position in VanEck Merk Gold Trust in Q4 2022 and has held it in 7 quarters since.
  • Benjamin F. Edwards & Company's VanEck Merk Gold Trust position peaked at $122K in Q4 2023.
  • 137 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.