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Cadence Wealth Management’s VanEck Merk Gold Trust OUNZ Stock Holding History

Cadence Wealth Management’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
Q2 		– Sell
-482,517
Closed -$18.5M – 36
2022
Q1 		$18.5M Buy
+482,517
New +$8.81M 14.21% 2

Other funds holding OUNZ

MCM
Morton Capital Management Calabasas, California $731M AUM 20.62% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 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 $164B AUM 112.45% 1-Year Est. Return
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PHS
Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 37.36% 1-Year Est. Return
MI
Merk Investments Menlo Park, California $314M AUM 74.91% 1-Year Est. Return
SFS
Starfox Financial Services The Woodlands, Texas $118M AUM 16.22% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Cadence Wealth Management's OUNZ Position: Q2 2022 in Review

Cadence Wealth Management sold out of VanEck Merk Gold Trust (OUNZ) in Q2 2022, closing a stake of 482,517 shares — an estimated $18.5M sold.

Cadence Wealth Management first reported a position in OUNZ in Q1 2022 and held it in 1 quarter. The position peaked at $18.5M in Q1 2022. 112 funds tracked by Wall St. Rank hold OUNZ as of Q2 2022.

  • Cadence Wealth Management reported no remaining VanEck Merk Gold Trust position as of Q2 2022 after selling out during the quarter.
  • Cadence Wealth Management sold 482,517 VanEck Merk Gold Trust shares in Q2 2022, an estimated $18.5M.
  • Cadence Wealth Management first reported a position in VanEck Merk Gold Trust in Q1 2022 and held it in 1 quarter.
  • Cadence Wealth Management's VanEck Merk Gold Trust position peaked at $18.5M in Q1 2022.
  • 112 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q2 2022.

Based on Cadence Wealth Management's 13F filing for Q2 2022, filed 15 Aug 2022.