Evercore Wealth Management’s VanEck Merk Gold Trust OUNZ Stock Holding History

Evercore Wealth Management’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
2018 Q4	–	Sell	-75,020	Closed	-$878K	–	405
2018 Q3	$878K	Hold	75,020	–	–	0.03%	215
2018 Q2	$923K	Hold	75,020	–	–	0.03%	210
2018 Q1	$979K	Hold	75,020	–	–	0.04%	185
2017 Q4	$964K	Hold	75,020	–	–	0.04%	192
2017 Q3	$948K	Hold	75,020	–	–	0.04%	184
2017 Q2	$920K	Hold	75,020	–	–	0.04%	192
2017 Q1	$925K	Hold	75,020	–	–	0.04%	187
2016 Q4	$854K	Hold	75,020	–	–	0.04%	193
2016 Q3	$979K	Buy	+75,020	New	+$992K	0.04%	175

Other funds holding OUNZ

PHS

Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 37.36% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

FCH

Freestone Capital Holdings Seattle, Washington $3.86B AUM 26.3% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return

SMC

Smith, Moore & Co Clayton, Missouri $1.54B AUM 24.82% 1-Year Est. Return

Evercore Wealth Management's OUNZ Position: Q4 2018 in Review

Evercore Wealth Management sold out of VanEck Merk Gold Trust (OUNZ) in Q4 2018, closing a stake of 75,020 shares — an estimated $878K sold.

Evercore Wealth Management first reported a position in OUNZ in Q3 2016 and held it in 9 quarters. The position peaked at $979K in Q1 2018. 35 funds tracked by Wall St. Rank hold OUNZ as of Q4 2018.

Evercore Wealth Management reported no remaining VanEck Merk Gold Trust position as of Q4 2018 after selling out during the quarter.
Evercore Wealth Management sold 75,020 VanEck Merk Gold Trust shares in Q4 2018, an estimated $878K.
Evercore Wealth Management first reported a position in VanEck Merk Gold Trust in Q3 2016 and held it in 9 quarters.
Evercore Wealth Management's VanEck Merk Gold Trust position peaked at $979K in Q1 2018.
35 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q4 2018.

Based on Evercore Wealth Management's 13F filing for Q4 2018, filed 13 Feb 2019.