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Cullen/Frost Bankers’s VanEck Merk Gold Trust OUNZ Stock Holding History

Cullen/Frost Bankers’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
Q3 		– Sell
-544
Closed -$9K – 1227
2021
Q2 		$9K Hold
544
– – ﹤0.01% 1077
2021
Q1 		$9K Buy
+544
New +$9.5K ﹤0.01% 931

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OPS
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P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PHS
Pekin Hardy Strauss Chicago, Illinois $957M AUM 44.61% 1-Year Est. Return
BFG
Barber Financial Group Lenexa, Kansas $567M AUM 5.25% 1-Year Est. Return
MI
Merk Investments Menlo Park, California $368M AUM 152.26% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Cullen/Frost Bankers's OUNZ Position: Q3 2021 in Review

Cullen/Frost Bankers sold out of VanEck Merk Gold Trust (OUNZ) in Q3 2021, closing a stake of 544 shares — an estimated $9K sold.

Cullen/Frost Bankers first reported a position in OUNZ in Q1 2021 and held it in 2 quarters. The position peaked at $9K in Q2 2021. 94 funds tracked by Wall St. Rank hold OUNZ as of Q3 2021.

  • Cullen/Frost Bankers reported no remaining VanEck Merk Gold Trust position as of Q3 2021 after selling out during the quarter.
  • Cullen/Frost Bankers sold 544 VanEck Merk Gold Trust shares in Q3 2021, an estimated $9K.
  • Cullen/Frost Bankers first reported a position in VanEck Merk Gold Trust in Q1 2021 and held it in 2 quarters.
  • Cullen/Frost Bankers's VanEck Merk Gold Trust position peaked at $9K in Q2 2021.
  • 94 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q3 2021.

Based on Cullen/Frost Bankers's 13F filing for Q3 2021, filed 4 Nov 2021.