CI
OUNZ icon

Chartist Inc’s VanEck Merk Gold Trust OUNZ Stock Holding History

Chartist Inc’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
Q3 		– Sell
-6,246
Closed -$212K – 27
2024
Q2 		$212K Buy
+6,246
New +$141K 0.11% 27
2022
Q2 		– Sell
-6,646
Closed -$255K – 27
2022
Q1 		$255K Hold
6,646
– – 0.12% 31
2021
Q4 		$213K Buy
+6,646
New +$116K 0.09% 35
2021
Q3 		– Sell
-6,246
Closed -$212K – 36
2021
Q2 		$212K Buy
+6,246
New +$110K 0.1% 33
2021
Q1 		– Sell
-6,246
Closed -$225K – 28
2020
Q4 		$225K Hold
6,246
– – 0.12% 26
2020
Q3 		$245K Buy
+6,246
New +$117K 0.14% 25

Other funds holding OUNZ

MCM
Morton Capital Management Calabasas, California $672M AUM 25.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return
EPAM
Euro Pacific Asset Management Dorado, Puerto Rico $1.01B AUM 79.26% 1-Year Est. Return

Chartist Inc's OUNZ Position: Q3 2024 in Review

Chartist Inc sold out of VanEck Merk Gold Trust (OUNZ) in Q3 2024, closing a stake of 6,246 shares — an estimated $212K sold.

Chartist Inc first reported a position in OUNZ in Q3 2020 and held it in 6 quarters. The position peaked at $255K in Q1 2022. 148 funds tracked by Wall St. Rank hold OUNZ as of Q3 2024.

  • Chartist Inc reported no remaining VanEck Merk Gold Trust position as of Q3 2024 after selling out during the quarter.
  • Chartist Inc sold 6,246 VanEck Merk Gold Trust shares in Q3 2024, an estimated $212K.
  • Chartist Inc first reported a position in VanEck Merk Gold Trust in Q3 2020 and held it in 6 quarters.
  • Chartist Inc's VanEck Merk Gold Trust position peaked at $255K in Q1 2022.
  • 148 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q3 2024.

Based on Chartist Inc's 13F filing for Q3 2024, filed 14 Nov 2024.