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Capital Asset Advisory Services’s VanEck Merk Gold Trust OUNZ Stock Holding History

Capital Asset Advisory Services’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
2021
Q1 		– Sell
-845
Closed -$16K – 1252
2020
Q4 		$16K Buy
+845
New +$15.5K ﹤0.01% 938

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Capital Asset Advisory Services's OUNZ Position: Q1 2021 in Review

Capital Asset Advisory Services sold out of VanEck Merk Gold Trust (OUNZ) in Q1 2021, closing a stake of 845 shares — an estimated $16K sold.

Capital Asset Advisory Services first reported a position in OUNZ in Q4 2020 and held it in 1 quarter. The position peaked at $16K in Q4 2020. 90 funds tracked by Wall St. Rank hold OUNZ as of Q1 2021.

  • Capital Asset Advisory Services reported no remaining VanEck Merk Gold Trust position as of Q1 2021 after selling out during the quarter.
  • Capital Asset Advisory Services sold 845 VanEck Merk Gold Trust shares in Q1 2021, an estimated $16K.
  • Capital Asset Advisory Services first reported a position in VanEck Merk Gold Trust in Q4 2020 and held it in 1 quarter.
  • Capital Asset Advisory Services's VanEck Merk Gold Trust position peaked at $16K in Q4 2020.
  • 90 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q1 2021.

Based on Capital Asset Advisory Services's 13F filing for Q1 2021, filed 13 May 2021.