EWM
OUNZ icon

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

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HighTower Advisors
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JP Morgan Chase
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AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
FCH
Freestone Capital Holdings Seattle, Washington $3.3B AUM 21.14% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WP
WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return
SMC
Smith, Moore & Co Clayton, Missouri $1.37B AUM 20.02% 1-Year Est. Return