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Burleson & Co’s VanEck Merk Gold Trust OUNZ Stock Holding History

Burleson & Co’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
2022
Q3 		– Sell
-20
Closed – – 468
2022
Q2 		$0 Hold
20
– – ﹤0.01% 495
2022
Q1 		$0 Hold
20
– – ﹤0.01% 444
2021
Q4 		$0 Hold
20
– – ﹤0.01% 389
2021
Q3 		$0 Buy
+20
New +$348 ﹤0.01% 391

Other funds holding OUNZ

MCM
Morton Capital Management Calabasas, California $731M AUM 20.62% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
PHS
Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 37.36% 1-Year Est. Return
LA
Lifeworks Advisors Grand Rapids, Michigan $779M AUM 21.25% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Burleson & Co's OUNZ Position: Q3 2022 in Review

Burleson & Co sold out of VanEck Merk Gold Trust (OUNZ) in Q3 2022, closing a stake of 20 shares.

Burleson & Co first reported a position in OUNZ in Q3 2021 and held it in 4 quarters. The position peaked at $0 in Q2 2022. 112 funds tracked by Wall St. Rank hold OUNZ as of Q3 2022.

  • Burleson & Co reported no remaining VanEck Merk Gold Trust position as of Q3 2022 after selling out during the quarter.
  • Burleson & Co sold 20 VanEck Merk Gold Trust shares in Q3 2022.
  • Burleson & Co first reported a position in VanEck Merk Gold Trust in Q3 2021 and held it in 4 quarters.
  • Burleson & Co's VanEck Merk Gold Trust position peaked at $0 in Q2 2022.
  • 112 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q3 2022.

Based on Burleson & Co's 13F filing for Q3 2022, filed 17 Oct 2022.