Corient Private Wealth
OUNZ icon

Corient Private Wealth’s VanEck Merk Gold Trust OUNZ Stock Holding History

Corient Private Wealth’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
Q4 		– Sell
-9,090
Closed -$231K – 2483
2024
Q3 		$231K Buy
+9,090
New +$217K ﹤0.01% 2153

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P
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Envestnet Asset Management
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Wealth Enhancement Advisory Services
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MWM
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Ameriprise
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Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Corient Private Wealth's OUNZ Position: Q4 2024 in Review

Corient Private Wealth sold out of VanEck Merk Gold Trust (OUNZ) in Q4 2024, closing a stake of 9,090 shares — an estimated $231K sold.

Corient Private Wealth first reported a position in OUNZ in Q3 2024 and held it in 1 quarter. The position peaked at $231K in Q3 2024. 162 funds tracked by Wall St. Rank hold OUNZ as of Q4 2024.

  • Corient Private Wealth reported no remaining VanEck Merk Gold Trust position as of Q4 2024 after selling out during the quarter.
  • Corient Private Wealth sold 9,090 VanEck Merk Gold Trust shares in Q4 2024, an estimated $231K.
  • Corient Private Wealth first reported a position in VanEck Merk Gold Trust in Q3 2024 and held it in 1 quarter.
  • Corient Private Wealth's VanEck Merk Gold Trust position peaked at $231K in Q3 2024.
  • 162 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q4 2024.

Based on Corient Private Wealth's 13F filing for Q4 2024, filed 10 Feb 2025.