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James Investment Research’s VanEck Merk Gold Trust OUNZ Stock Holding History

James Investment Research’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
2024
Q1 		– Sell
-20,580
Closed -$411K – 329
2023
Q4 		$411K Buy
+20,580
New +$394K 0.05% 222

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P
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VanEck Associates
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Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return
SFS
Starfox Financial Services The Woodlands, Texas $118M AUM 16.22% 1-Year Est. Return
PHS
Pekin Hardy Strauss Chicago, Illinois $957M AUM 44.61% 1-Year Est. Return

James Investment Research's OUNZ Position: Q1 2024 in Review

James Investment Research sold out of VanEck Merk Gold Trust (OUNZ) in Q1 2024, closing a stake of 20,580 shares — an estimated $411K sold.

James Investment Research first reported a position in OUNZ in Q4 2023 and held it in 1 quarter. The position peaked at $411K in Q4 2023. 123 funds tracked by Wall St. Rank hold OUNZ as of Q1 2024.

  • James Investment Research reported no remaining VanEck Merk Gold Trust position as of Q1 2024 after selling out during the quarter.
  • James Investment Research sold 20,580 VanEck Merk Gold Trust shares in Q1 2024, an estimated $411K.
  • James Investment Research first reported a position in VanEck Merk Gold Trust in Q4 2023 and held it in 1 quarter.
  • James Investment Research's VanEck Merk Gold Trust position peaked at $411K in Q4 2023.
  • 123 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q1 2024.

Based on James Investment Research's 13F filing for Q1 2024, filed 1 May 2024.