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

Gupta 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
2016
Q1 		$198K Hold
16,215
– – 0.05% 248
2015
Q4 		$171K Hold
16,215
– – 0.04% 264
2015
Q3 		$180K Buy
+16,215
New +$182K 0.04% 265

Other funds holding OUNZ

HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
VF
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return
AIG
American International Group New York $2.93M AUM 12.08% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
MFS
MSI Financial Services Springfield, Massachusetts $3.07B AUM 10.22% 1-Year Est. Return
MA
MUFG Americas New York $4.04B AUM 12.45% 1-Year Est. Return

Gupta Wealth Management's OUNZ Position: Q1 2016 in Review

Gupta Wealth Management held its VanEck Merk Gold Trust (OUNZ) position steady in Q1 2016 at 16,215 shares worth $198K. The position accounts for 0.05% of the portfolio, ranked #248.

Gupta Wealth Management first reported a position in OUNZ in Q3 2015 and has held it in 3 quarters since. 17 funds tracked by Wall St. Rank hold OUNZ as of Q1 2016.

  • Gupta Wealth Management held 16,215 shares of VanEck Merk Gold Trust worth $198K as of Q1 2016.
  • Gupta Wealth Management left its VanEck Merk Gold Trust share count unchanged in Q1 2016.
  • VanEck Merk Gold Trust made up 0.05% of Gupta Wealth Management's portfolio in Q1 2016, its #248 holding.
  • Gupta Wealth Management first reported a position in VanEck Merk Gold Trust in Q3 2015 and has held it in 3 quarters since.
  • 17 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.