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High Net Worth Advisory Group’s VanEck Merk Gold Trust OUNZ Stock Holding History

High Net Worth Advisory Group’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
2023
Q1 		– Sell
-4,378
Closed -$77.4K – 454
2022
Q4 		$77.4K Hold
4,378
– – 0.03% 268
2022
Q3 		$71K Hold
4,378
– – 0.03% 276
2022
Q2 		$77K Hold
4,378
– – 0.03% 269
2022
Q1 		$82K Hold
4,378
– – 0.03% 269
2021
Q4 		$78K Buy
+4,378
New +$76.5K 0.03% 289

Other funds holding OUNZ

MCM
Morton Capital Management Calabasas, California $731M AUM 20.62% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
PHS
Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 37.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
SFS
Starfox Financial Services The Woodlands, Texas $118M AUM 16.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LA
Lifeworks Advisors Grand Rapids, Michigan $955M AUM 37.71% 1-Year Est. Return

High Net Worth Advisory Group's OUNZ Position: Q1 2023 in Review

High Net Worth Advisory Group sold out of VanEck Merk Gold Trust (OUNZ) in Q1 2023, closing a stake of 4,378 shares — an estimated $77.4K sold.

High Net Worth Advisory Group first reported a position in OUNZ in Q4 2021 and held it in 5 quarters. The position peaked at $82K in Q1 2022. 121 funds tracked by Wall St. Rank hold OUNZ as of Q1 2023.

  • High Net Worth Advisory Group reported no remaining VanEck Merk Gold Trust position as of Q1 2023 after selling out during the quarter.
  • High Net Worth Advisory Group sold 4,378 VanEck Merk Gold Trust shares in Q1 2023, an estimated $77.4K.
  • High Net Worth Advisory Group first reported a position in VanEck Merk Gold Trust in Q4 2021 and held it in 5 quarters.
  • High Net Worth Advisory Group's VanEck Merk Gold Trust position peaked at $82K in Q1 2022.
  • 121 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q1 2023.

Based on High Net Worth Advisory Group's 13F filing for Q1 2023, filed 20 Apr 2023.