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

Foresight 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
2020
Q3 		– Sell
-11,954
Closed -$208K – 110
2020
Q2 		$208K Buy
+11,954
New +$200K 0.09% 89

Other funds holding OUNZ

P
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MI
Merk Investments Menlo Park, California $314M AUM 74.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return
WPIC
White Pine Investment Company Livonia, Michigan $469M AUM 19.3% 1-Year Est. Return
PP
PDS Planning Dublin, Ohio $1.73B AUM 24.11% 1-Year Est. Return
CWA
Capital Wealth Alliance Scottsdale, Arizona $215M AUM 26.09% 1-Year Est. Return

Foresight Wealth Management's OUNZ Position: Q3 2020 in Review

Foresight Wealth Management sold out of VanEck Merk Gold Trust (OUNZ) in Q3 2020, closing a stake of 11,954 shares — an estimated $208K sold.

Foresight Wealth Management first reported a position in OUNZ in Q2 2020 and held it in 1 quarter. The position peaked at $208K in Q2 2020. 78 funds tracked by Wall St. Rank hold OUNZ as of Q3 2020.

  • Foresight Wealth Management reported no remaining VanEck Merk Gold Trust position as of Q3 2020 after selling out during the quarter.
  • Foresight Wealth Management sold 11,954 VanEck Merk Gold Trust shares in Q3 2020, an estimated $208K.
  • Foresight Wealth Management first reported a position in VanEck Merk Gold Trust in Q2 2020 and held it in 1 quarter.
  • Foresight Wealth Management's VanEck Merk Gold Trust position peaked at $208K in Q2 2020.
  • 78 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q3 2020.

Based on Foresight Wealth Management's 13F filing for Q3 2020, filed 19 Oct 2020.