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Carroll Financial Associates’s VanEck Merk Gold Trust OUNZ Stock Holding History

Carroll Financial Associates’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
2020
Q3 		– Sell
-59,038
Closed -$1.03M – 1625
2020
Q2 		$1.03M Buy
+59,038
New +$989K 0.09% 144

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RJA
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MA
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WPIC
White Pine Investment Company Livonia, Michigan $469M AUM 19.3% 1-Year Est. Return
PP
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CWA
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Carroll Financial Associates's OUNZ Position: Q3 2020 in Review

Carroll Financial Associates sold out of VanEck Merk Gold Trust (OUNZ) in Q3 2020, closing a stake of 59,038 shares — an estimated $1.03M sold.

Carroll Financial Associates first reported a position in OUNZ in Q2 2020 and held it in 1 quarter. The position peaked at $1.03M in Q2 2020. 78 funds tracked by Wall St. Rank hold OUNZ as of Q3 2020.

  • Carroll Financial Associates reported no remaining VanEck Merk Gold Trust position as of Q3 2020 after selling out during the quarter.
  • Carroll Financial Associates sold 59,038 VanEck Merk Gold Trust shares in Q3 2020, an estimated $1.03M.
  • Carroll Financial Associates first reported a position in VanEck Merk Gold Trust in Q2 2020 and held it in 1 quarter.
  • Carroll Financial Associates's VanEck Merk Gold Trust position peaked at $1.03M in Q2 2020.
  • 78 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q3 2020.

Based on Carroll Financial Associates's 13F filing for Q3 2020, filed 6 Oct 2020.