JWM
OUNZ icon

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

Janiczek 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
2017
Q1 		– Sell
-2,204
Closed -$25K – 46
2016
Q4 		$25K Buy
+2,204
New +$26.6K 0.01% 51

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AG
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VF
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FCH
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EWM
Evercore Wealth Management New York $7.07B AUM 24.72% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Janiczek Wealth Management's OUNZ Position: Q1 2017 in Review

Janiczek Wealth Management sold out of VanEck Merk Gold Trust (OUNZ) in Q1 2017, closing a stake of 2,204 shares — an estimated $25K sold.

Janiczek Wealth Management first reported a position in OUNZ in Q4 2016 and held it in 1 quarter. The position peaked at $25K in Q4 2016. 27 funds tracked by Wall St. Rank hold OUNZ as of Q1 2017.

  • Janiczek Wealth Management reported no remaining VanEck Merk Gold Trust position as of Q1 2017 after selling out during the quarter.
  • Janiczek Wealth Management sold 2,204 VanEck Merk Gold Trust shares in Q1 2017, an estimated $25K.
  • Janiczek Wealth Management first reported a position in VanEck Merk Gold Trust in Q4 2016 and held it in 1 quarter.
  • Janiczek Wealth Management's VanEck Merk Gold Trust position peaked at $25K in Q4 2016.
  • 27 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q1 2017.

Based on Janiczek Wealth Management's 13F filing for Q1 2017, filed 3 May 2017.