JNBA Financial Advisors’s VanEck Merk Gold Trust OUNZ Stock Holding History

JNBA Financial Advisors’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	-1,572	Closed	-$18K	–	486
2016 Q4	$18K	Buy	+1,572	New	+$18.9K	﹤0.01%	312
2016 Q3	–	Sell	-1,572	Closed	-$21K	–	1640
2016 Q2	$21K	Buy	+1,572	New	+$19.7K	0.01%	287

Other funds holding OUNZ

PHS

Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 37.36% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return

FCH

Freestone Capital Holdings Seattle, Washington $3.86B AUM 26.3% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 New York $1.21T AUM 78.12% 1-Year Est. Return

JNBA Financial Advisors's OUNZ Position: Q1 2017 in Review

JNBA Financial Advisors sold out of VanEck Merk Gold Trust (OUNZ) in Q1 2017, closing a stake of 1,572 shares — an estimated $18K sold.

JNBA Financial Advisors first reported a position in OUNZ in Q2 2016 and held it in 2 quarters. The position peaked at $21K in Q2 2016. 27 funds tracked by Wall St. Rank hold OUNZ as of Q1 2017.

JNBA Financial Advisors reported no remaining VanEck Merk Gold Trust position as of Q1 2017 after selling out during the quarter.
JNBA Financial Advisors sold 1,572 VanEck Merk Gold Trust shares in Q1 2017, an estimated $18K.
JNBA Financial Advisors first reported a position in VanEck Merk Gold Trust in Q2 2016 and held it in 2 quarters.
JNBA Financial Advisors's VanEck Merk Gold Trust position peaked at $21K in Q2 2016.
27 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q1 2017.

Based on JNBA Financial Advisors's 13F filing for Q1 2017, filed 10 May 2017.