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Concourse Financial Group Securities’s VanEck Merk Gold Trust OUNZ Stock Holding History

Concourse Financial Group Securities’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
2025
Q1 		– Sell
-195
Closed -$5.18K – 1447
2024
Q4 		$5.18K Hold
195
– – ﹤0.01% 1874
2024
Q3 		$4.95K Hold
195
– – ﹤0.01% 1862
2024
Q2 		$4.38K Hold
195
– – ﹤0.01% 1891
2024
Q1 		$4.19K Buy
+195
New +$3.91K ﹤0.01% 1923

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Wealth Enhancement Advisory Services
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Ameriprise
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MWM
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Concourse Financial Group Securities's OUNZ Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of VanEck Merk Gold Trust (OUNZ) in Q1 2025, closing a stake of 195 shares — an estimated $5.18K sold.

Concourse Financial Group Securities first reported a position in OUNZ in Q1 2024 and held it in 4 quarters. The position peaked at $5.18K in Q4 2024. 183 funds tracked by Wall St. Rank hold OUNZ as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining VanEck Merk Gold Trust position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 195 VanEck Merk Gold Trust shares in Q1 2025, an estimated $5.18K.
  • Concourse Financial Group Securities first reported a position in VanEck Merk Gold Trust in Q1 2024 and held it in 4 quarters.
  • Concourse Financial Group Securities's VanEck Merk Gold Trust position peaked at $5.18K in Q4 2024.
  • 183 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.